Small Business Income and Expense Tracker Template
A google sheet template you can use year after year for your growing small business. Perfect for businesses with a handful of transactions each month!
Managing your finances as a small business owner shouldn't be a headache. With the DIY Income + Expense Tracker on Google Sheets, you'll be equipped with the tools you need to take control of your financial journey.
Make informed decisions, achieve your financial goals, and experience the satisfaction of financial clarity like never before. All without having to learn a complicated software. Because I get it - not every small business owner needs QuickBooks Online, but ALL business owners need to do their bookkeeping.
Whether you're an individual, a freelancer, a small business owner, or just someone who wants to manage their money better, this powerful yet easy-to-use tracker is designed with you in mind.
Plus it is a Google Sheets calculator - easily duplicate it and use it year after year!
Easily Organize & Understand your numbers
Get a Clear Picture of Your Finances: Ever wondered where all your money goes? Our tracker helps you see your income and expenses in one place. It's like holding up a mirror to your finances – you'll know exactly what's coming in and going out.
No More Manual Math: Let's face it, crunching numbers can be a drag. Our tracker does the math for you! It automatically adds up your income and subtracts your expenses, so you can spend less time with a calculator and more time doing what you love.
See Your Progress Over Time: Ever wanted to know if you're getting better at saving or if your spending habits are changing? Our tracker creates easy-to-understand report that show your financial journey over the year. It's like watching your money grow right before your eyes.
Access Anytime, Anywhere: Whether you're at home, at work, or on the go, our tracker is there for you. Since it's on Google Sheets, you can check your finances from your phone, tablet, or computer – it's like having your financial information in your pocket.
What reports will you be able to see on the tracker?
Monthly Profit & Loss
Each month you will plug in your income & expenses and watch that month’s profit & loss report form.
Easily compare month to month how your business is doing with the Profit and Loss by Month tab.
Profit & loss by Month
Profit & Loss % of Income
Seeing your expenses broken down by % of what you made is a great cue to see where your money is really going!
Ready to get your business finances organized?!
Get instant access to the calculator after purchase!
Common questions (and answers) about the Google Sheet Templates
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Once you purchase the calculator you will get instant access to it via thrivecart where you will get instructions to make a copy of it into your own google drive
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Each year you can create a new bookkeeping folder (aka Bookkeeping 2025, etc) and make a copy of the calculator. Clear out the old info from the copy and boom - you are ready to stay organized for another year!
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I recommend using this if you have a small business with a handful of transactions each month (like under 40) - since you are doing manually entry and double checking things (reconciling) is more difficult, so I recommend it for the smaller accounts