Keep Your Small-BusinessBooks In One SimpleSpreadsheet
Stop juggling banking apps, receipts, and half-finished sheets. The Easy Bookkeeping Sheet puts income, expenses, tax, and monthly and annual profit in one download — Excel and Google Sheets, both included.
- Income and expense tracking
- Tax fields on every line
- Monthly and annual overviews
- Excel and Google Sheets, both included
Instant download • Works with Excel & Google Sheets • One-time payment
Works wherever you manage your money
7 Tabs. One File. Books Done.
Everything you need to run your books: designed, automated, and ready to use today.
What a Real Bookkeeping Dashboard Looks Like
Auto-fill entries, automated overviews, and beginner-friendly setup. Income, expenses, tax and profit, all in one connected file.
Set Your Categories Once
Pick your income and expense categories on the Setup tab. Every entry uses the same list, so nothing drifts.
Income and Expenses in One File
Log each line with a date, category, amount and tax. Net and tax amount fill themselves — no formulas to write.
Monthly Overview, Built for You
Income, expenses, profit and your goal on one screen, with income-vs-expense charts that update as you type.
Annual P&L, Beautifully Organised
A full-year rollup and a category matrix by month. See where the year is going without a second workbook.
Balance and Payment Methods
Track cash, bank and card balances and tag how every transaction was paid across up to twelve methods.
Excel and Google Sheets, Both Included
One purchase, two formats. Edit in your browser on Mac or PC, or on the go from your phone or tablet.
7 Tabs. Everything Listed.
Setup + Entries
Set your currency, goals and categories once, then log income and expenses with tax fields ready on every line.
Monthly + Annual Overviews
Income, expenses, profit and goal each month, plus a full-year P&L and category matrix that build themselves.
Balance + Payment Methods
See where your cash sits across accounts and tag how every transaction was paid, up to twelve methods.
Also Included
Everything in the Easy Bookkeeping Sheet
Every tab works in Excel and Google Sheets. Enter your income and expenses once, and watch the overviews build themselves.
Setup Page
Set your currency, your monthly and annual profit goals, and your own income and expense categories once. Everything downstream reads this tab, so your books stay consistent all year.
Income Entries
Log every income line with a date, category, description and amount. Set a tax rate per row or a default, and the net and tax amount fill themselves. Filter to a single category to review it.
Expense Entries
Record spending the same way, with tax fields ready and a notes column for receipts and vendor details. Match the categories to the way your small business actually spends.
Monthly Overview
Total income, expenses, month profit and your goal in one glance, with income and expense breakdowns and an income-vs-expenses chart. One click back to your entries.
Annual Overview
A full-year profit-and-loss, a cash-flow view, and a category matrix by month. Choose your start month, and toggle between total, net and tax amounts.
Balance & Payment Methods
Know where your cash sits and how you got paid. Track cash, bank and card balances, and tag every transaction to one of up to twelve payment methods.
How It Works
Get started in minutes with instant digital access
Purchase
Complete your secure checkout
Download
Excel file + Google Sheets link by email
Set Up Your Books
Currency, goals and categories
Log & Track
Enter income and expenses — overviews fill themselves
7 Tabs, Books Done. $9, One-Time.
Everything on this page is included in a single download. No subscriptions.
- Setup page with your own categories
- Income and expense entries with tax
- Monthly overview with profit goal
- Annual P&L and category matrix
- Balance and payment-method breakdown
- Excel and Google Sheets, both included
Instant digital download • Works with Excel & Google Sheets • One-time payment
This is a digital product with immediate access after purchase. No refunds on digital downloads.
Excel and Google Sheets, on Any Device
Compatible with PC, Mac, smartphones and tablets. Edit in your browser or on the go — setup is recommended on a desktop or laptop.
Frequently Asked Questions
Everything you need to know before you buy