Simple Small Business Bookkeeping Template (Excel & Google Sheets)

$7

A clean, no-macro spreadsheet for freelancers, makers and small shops.

Record each sale and expense once. The workbook builds a monthly summary, a running cash balance and a profit & loss report by category, with a full-year or single-month view.

What you get: one .xlsx file with 5 tabs (Guide, Settings, Transactions, Summary with chart, Profit & Loss). Works in Microsoft Excel and Google Sheets. Use any currency.

Note: cash-basis record keeping aid, not accounting or tax advice. Digital download, no physical item.

• Automatic monthly summary with chart
• Profit & loss by category, full year or any month
• Dropdowns, room for 2,000 transactions
• Check column flags mistakes