Google Sheets Template

Small Business Finance Tracker

6 automated sheets that talk to each other. Know your numbers without the bookkeeping headache.

Dashboard
Income
Expenses
P&L
Invoices
Tax
Monthly Revenue
$4,250
Expenses
$1,840
Net Profit
$2,410

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Everything You Need

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Dashboard

One-glance business health with monthly P&L, trends, and key metrics.

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Income Tracker

Log every revenue stream with auto-calculated monthly totals.

📝

Expense Tracker

14 business categories with tax-deductible flags and receipt notes.

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P&L Statement

Automated month-by-month profit & loss with quarter and YTD rollups.

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Invoice Tracker

Never lose track of who owes you. Auto-calculates days overdue.

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Tax Estimator

Quarterly tax planning with self-employment and income tax estimates.

$15
One-time purchase • No subscription • Lifetime updates
✓ Works in Google Sheets and Excel • ✓ Instant download • ✓ 30-day money back

"Finally understand what my business actually makes. This replaced my messy Excel sheet and QuickBooks subscription."

Sarah K.

Etsy Seller, 1,200+ sales

👨‍💼

Built by a Personal Banker

I work at Wells Fargo and see small business owners struggle with bookkeeping every day. This is the system I wish my clients had — clean, automated, and designed by someone who actually understands finance.

Common Questions

Do I need to know spreadsheets?

Nope. If you can use Google Sheets, you can use this. Everything is pre-formatted and ready to go with setup instructions.

Is this a subscription?

No. Pay $15 once, use it forever. No monthly fees, no upsells, no nonsense. Buy once, get all future updates free.

Will this work for my business?

Built for freelancers, Etsy sellers, side hustlers, and any small service or product business. If you earn money and spend money, this works for you.

What if I use Excel instead of Google Sheets?

The .xlsx file works perfectly in Excel too. Same formulas, same functionality. You get both formats.

How does the "lifetime updates" work?

When I improve the tracker (new sheets, better formulas, more features), you get the new version at no extra cost. Just re-download from your purchase email.