Income, expenses, invoices, mileage and a profit and loss report with tax set-aside, for self-employed people and small businesses. Excel and Google Sheets.
$14.99
Buy on Etsy- Excel and Google Sheets
- Blank and filled-in example
- Instant download
- Secure checkout on Etsy
Keep your books tidy without an accounting course. Log income and expenses as they happen and the workbook builds your profit and loss, tax set-aside and dashboard for you.
What’s inside
- Dashboard: revenue, expenses, profit and tax set-aside for the year
- Income and Expenses logs with dropdown categories
- Invoices tracker with paid/unpaid status
- Mileage log with automatic deduction
- Profit & Loss by month and by quarter
- Setup tab for your business name, currency, tax year and tax rate
- Start Here guide and a filled-in example version
How it works
- Download and open in Excel, or upload to Google Drive and open with Google Sheets.
- Enter your details on the Setup tab.
- Type only in the yellow cells. Reports update by themselves.
What you get
- Blank workbook (.xlsx) plus a filled-in example
- Works in Excel 2016+ and Google Sheets
- Instant download. Nothing is shipped.
Made by YellowCellStudio, a product of QSE Advisory. Every formula is tested in Excel and Google Sheets, and every file is checked by QSE Advisory experts before release.
Questions
Do I need Excel?
No. It works in Microsoft Excel 2016 or newer, Excel for Mac, Microsoft 365 and free Google Sheets.
How do I get the file?
Buy on Etsy and the download link appears straight away. Nothing is shipped.
Is it hard to use?
You only type in the yellow cells. Totals, dashboards and charts update by themselves, and a Start Here tab explains each step.
What if something doesn’t work?
Message us on Etsy. We fix errors fast and will help you set up the file.
