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Bookkeeping6 tabs

Small Business Bookkeeping Starter

Track invoices, expenses and profit in one simple workbook, and see who still owes you.

Small Business Bookkeeping Starter dashboard sheet (dark theme, sample data)

What is inside

  • Invoices marked Paid, Unpaid or Overdue
  • Expenses by category
  • Monthly profit and loss
  • Dashboard of who still owes you

Sheets in the workbook

  • Start Here
  • Dashboard
  • Settings
  • Income
  • Expenses
  • Monthly

A look inside

Screenshots use the sample-filled copy. Your download also includes a blank copy.

Small Business Bookkeeping Starter income sheet (dark theme, sample data)Small Business Bookkeeping Starter expenses sheet (dark theme, sample data)Small Business Bookkeeping Starter monthly sheet (dark theme, sample data)Small Business Bookkeeping Starter dashboard sheet (light theme, sample data)

A planning tool, not financial or tax advice.

Questions

What do I get?

An instant download with the workbook in light and dark versions, a sample-filled copy so you can see it working, and a how-to guide. You pay once and there is no subscription.

Which apps does it work in?

Every template works in both Microsoft Excel and Google Sheets. To use one in Google Sheets, upload the file to Google Drive and open it with Sheets.

How do I get the file?

Right after checkout you land on a download page, and the same link is emailed to you.

Can I get a refund?

Digital downloads are all sales final once delivered. If a file is broken or missing, email us and we will replace it. See the Refund Policy.

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