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Small Business Bookkeeping
Google Sheets template

Small Business Bookkeeping

Keep your small business books simple: log sales and expenses, and the dashboard shows monthly profit, spending by category, income by stream and your profit goal.

CA$5.00one-time · instant download
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Auto-calculatesMonth selectorProfit goal
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What's inside

Monthly Dashboard

Pick a month and everything updates: income, expenses & profit, profit goal progress, spending by category.

See Where It Goes

Charts build themselves from your logs: expense donut, income by stream, income vs expenses.

Income Log

Log every sale with fees & sales tax: gross, fees & net, sales channels, notes for each sale.

Expense Log

Categories and payment method dropdowns: your own categories, paid-with tracking, vendor notes.

Annual Overview

Your whole year on one page: month-by-month table, profit margin, profit chart.

What you get

  • Monthly dashboard with month selector
  • Annual overview + profit chart
  • Income log with fees & sales tax
  • Expense log with your categories
  • Profit goal tracker
  • Charts update automatically

Works in free Google Sheets on computer, tablet and phone. Click the link in your download, make a copy, and it is saved to your own Google Drive. Not made for Excel or Numbers.

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