BOOKKEEPING SPREADSHEET – Small Business Accounting Template (Google Sheets)
Income & Expense Tracker | Tax & Profit Dashboard | 5-Year Financial Overview
Take control of your small business finances with this easy-to-use Bookkeeping Spreadsheet for Google Sheets. Designed for entrepreneurs, freelancers, side hustlers, and anyone managing multiple income streams, this accounting template helps you track income, expenses, taxes, and profit or loss — all in one place.
Accessible on any device, this spreadsheet is perfect for staying organized year-round, simplifying tax season, and gaining clear financial insights with charts, graphs, and dashboards.
✅ What’s Included:
Instructions Tab – Step-by-step visual guide for easy setup and use
Start Tab – Customize your currency, set up over 60 income and expense subcategories, define 5-year profit goals, and select your start date
Log Tab – Record all transactions with date, amount, category, subcategory, sales tax, fees, and account selection
Month Tab – View a detailed monthly summary with pie charts and graphs for income, expenses, and net profit/loss
Custom Tab – Choose any date range to analyze performance
Year Tab – Annual overview with monthly breakdowns and visual analytics
5-Year Dashboard – See long-term growth and performance comparisons across five years
VAT / Sales Tax Tab – Monitor taxes collected and paid
Balance Dashboard – Track up to 40 different account balances with adjustment features
🧾 Perfect For:
⚠️ Note:
This is a Google Sheets template. You will need a Google account (Gmail) to use it.
This is not compatible with Excel.
Not sure if this is the right bookkeeping template for you? Watch our instructions video here: