top of page
Small Business Bookkeeping Tracker - Income and Expenses

Small Business Bookkeeping Tracker - Income and Expenses

This easy-to-use bookkeeping spreadsheet is designed specifically for solopreneurs, content creators, freelancers and small business owners who want to track their income, expenses, profit and cash flow with confidence.
 
Whether you sell products or offer services, this tracker gives you a clear financial picture month by month and across the whole year to help you make smarter decisions, save time and stay tax-ready.
 
Track all sales, expenses and profits across the year with automated dashboards and smart filtering tools to help you make confident business decisions. This no-fuss customisable tracker gives you the structure and insight you need to manage your money effectively.
 
Download Instantly: Start organising your business finances today.
 
Would you like this branded to your company branding? Contact us to find out more

  • WHAT'S INCLUDED:

    A beautifully designed and highly dynamic Excel spreadsheet with:

    • 12 Monthly Tracking Tabs – With clear simple inputs, simply enter all your sales and expense transactions each month. These feed through to automated charts and profit & loss previews  -and space to set monthly goals 
    • Annual Dashboard – A fully dynamic year-in-review dashboard showing total sales, total expenses, monthly trends, actuals vs goals, and P&L breakdowns
    • Sales Transactions Log – A master list of all your sales entries, which you can filter by month, product/service and customer
    • Expenses Transactions Log – A master list of all business expenses, which you can filter by month, expense type, expense category and supplier
    • Glossary of Key Bookkeeping Terms – An easy-to-understand guide to help you understand financial terminology and build confidence with your bookkeeping
    • Step-by-step instructions – A video tutorial and step by step instructions inside the spreadsheet to help you get started with ease
    • Customisation page: personalise your tracker with any start date (day, month or year, even mid-month!), choose from up to nine currencies options (GBP, USD, EUR, JPY, AUD, CAD, CHF, CNH and HKD), add up to 20 Products/Services, up to 20 Cost of Sales expenses, up to 20 Operational expenses, and up to 20 Tax expenses.
    • Easy navigation – No scrolling through numerous tabs – our easy navigation allows you to navigate through the tracker with only a couple of clicks at a time

     

    This all-in-one bookkeeping tool is perfect for product-based and service-based businesses, digital entrepreneurs, Etsy sellers and anyone ready to streamline their business finances with confidence.

     

    Instant Download.  

  • HOW IT WORKS:

    Once your purchase is complete and the payment has been processed, a confirmation email will be sent to you which will contain a download link where you can access your digital files immediately. This download link will be available for 30 days.

     

    You will receive a Zip file with the following file included:

    • Small Business Bookkeeping Tracker – a Microsoft Excel spreadsheet

    Download the file and begin! To unzip the contents of the zipped folder, press and hold (or right-click) the folder, select Extract All - and then follow the prompts.

     

    We highly recommend having a read through the instructions in the spreadsheet and watch the video tutorial before you begin. Please ensure you have access to Microsoft Excel to use the Bookkeeping Tracker. Optimal usage is on a laptop/desktop, rather than tablet or phone. This is NOT compatible with Google Sheets.

     

    When purchasing this item, you agree to our terms and conditions.

     

    Other business tools you may be interested in: 

£29.95Price
bottom of page