Keep your business books tidy all year with this Small Business Bookkeeping Spreadsheet for Excel and Google Sheets. Log income, expenses, mileage and deductions, and let the dashboard turn your entries into a clear financial picture, no accounting degree required.

What’s inside

A six-sheet workbook designed for small businesses, freelancers and the self-employed.

Dashboard — income, expenses and profit summarised automatically
Income — record every sale and payment received
Expenses — categorise business spending for clean records
Monthly Summary — see each month’s numbers side by side
Mileage & Deductions — log business trips and deductible items
Instructions — a quick-start guide

Who it’s for

Freelancers and the self-employed who dread tax season
Small business owners who want books without expensive software
Etsy, Shopify and market sellers tracking profit
Side-hustlers who need simple, reliable records

How to use it

Download and open in Excel, or import into Google Sheets.
Enter income and expenses as they happen throughout the year.
Log mileage and deductions on the dedicated sheet.
Use the Dashboard and Monthly Summary at tax time or for a quick health check.

Formats & delivery

Instant digital download. A ready-to-use .xlsx file compatible with Microsoft Excel and Google Sheets. No physical item is shipped.

Frequently asked questions

Do I need accounting experience?
No — just type into the labelled cells and the formulas handle the rest.

Does it work in Google Sheets?
Yes, import the .xlsx and everything carries over.

Is this a substitute for an accountant?
It keeps clean, organised records; for filing and advice, consult a qualified professional.

Can I use it every year?
Yes — copy the file or duplicate the tabs for each new year.

License

excel bookkeeping template

Small Business Bookkeeping Spreadsheet | Excel & Google Sheets | Income, Expenses, Mileage & Deductions with Auto Dashboard