ORGANIZE YOUR BUSINESS AND PERSONAL FINANCES AND IMPROVE YOUR OVERALL MONEY PICTURE!

When we started consistently tracking and analyzing our numbers, our business and personal finances transformed!

WHAT TO EXPECT

The Small Business Bookkeeping Spreadsheet for Google Sheets

🌟 An easy-to-use Setup tab helps you create custom income/expense categories, define your fiscal year, list current business accounts, set profit and other business goals, and more.

🌟 Simple Income and Expense tabs make it easy to enter all of your incoming and outgoing transactions, allowing you to separate out sales tax if you so choose, and categorizing your transactions so you can accurately assess which channels are making you the most money and which expenses may be eating into your profits.

🌟 5 in-depth dashboard tabs break down your data, allowing you to read and analyze your information and make smarter decisions for your business moving forward. The spreadsheet includes a Custom Dashboard, Annual Dashboard, 5-Year Dashboard, Comparison Dashboard, and Category Dashboard, all of which feature beautiful charts, graphs, and tables.

🌟 Track your account balances in the Accounts tab so you always know where you stand with your business finances. A Tax Tracker tab also allows you to see how much sales tax you've collected and/or paid for any given fiscal year.

🌟 Dive even deeper into your sales numbers with the BONUS Product Breakdown tab. Analyze which of your product offerings are most profitable, which time of year you'll see a boost in sales, and more.

🌟 Another BONUS Metrics Tracker tab helps you keep tabs on the numbers that move the needle for your individual business. Customizable categories allow you to track email subscribers, pageviews, social media followers, or whichever metrics are most important to you.

🌟 We've included two cute color schemes with the Small Business Bookkeeping Spreadsheet-- pink/purple and blue/green-- so you can choose the one that best fits your business, mood, or preferences.

🌟 This spreadsheet is designed to be used in Google Sheets with your free Google account and can be used on your computer, smartphone, or tablet. Note: This spreadsheet will not work correctly in Excel, Numbers, or any platform other than Google Sheets.

🌟 The Small Business Bookkeeping Spreadsheet can easily be used with any currency. The walkthrough video demonstrates how to change the currency throughout the sheet in just a few seconds.

🌟 No recurring fees. Purchase the spreadsheet once and use it as often as you'd like!

The Complete Finance Dashboard and Annual Budget System for Google Sheets

🌟 An easy-to-use Setup tab helps you organize all of your income, bills, variable expenses, savings, and debt and set budget amounts for each category.

🌟 Twelve monthly budget tabs track all of your transactions and do all the math for you so you always know how much you've spent and how much you have left to spend in each category for the month.

🌟 A comprehensive Annual Dashboard automatically rolls up the information from your 12 monthly tabs, giving you a running total of how much you've spent, saved, or earned in each category throughout the year. Pretty charts and graphs measure your progress.

🌟 Saving money is much more fun with the Sinking Funds/Savings Tracker tab. Put away a little bit of money each month for vacation, holidays, house projects, or other financial goals so when the time comes, you'll already have the cash ready to go! [Track up to 20 sinking funds.]

🌟 Use the Debt Snowball OR Debt Avalanche Method to pay down your debt. Just enter your debt details, and the Debt Payoff Tracker tab automatically creates a payoff plan for you. Track your progress with beautiful charts on the Debt Payoff Dashboard. [Track up to 20 debts.]

🌟 The Net Worth Calculator gives you a bird's eye view of your financial picture, allowing you to update your assets and liabilities monthly so you can watch your net worth grow over time!

🌟 We've included two cute color schemes with the Complete Finance Dashboard and Annual Budget System-- pink/purple and blue/green-- so you can choose the one that best fits your mood or preferences.

🌟 This spreadsheet is designed to be used in Google Sheets with your free Google account and can be used on your computer, smartphone, or tablet.

Knowing your business and personal finance numbers are the key to maintaining a healthy bottom line! Snag the Business + Personal Finance Bundle and start improving your money picture today! 💕 

BROWSE OUR OTHER SIMPLE SPREADSHEETS

These spreadsheets are for informational purposes only and do not constitute personalized financial advice.