Small Business Bookkeeping Spreadsheet | Income, Expense, Profit & Tax Dashboard for Google Sheets & Excel

Stop guessing how your business is actually doing.

The Small Business Finance Dashboard turns your income and expenses into one clear, automatic picture. Log money in and money out, and the dashboard shows you revenue, expenses, net profit, and your cash position in real time — filtered to any time period you choose.

No bookkeeping background needed. No expensive software. Just open it, add your business details, and start tracking.

The tax tracker that actually saves you Most templates show you numbers. This one tells you what to do with them. The built-in Tax Savings Tracker works out how much of each month's profit to move into a tax pot — based on your own tax rate — and tracks what you've set aside versus what you still owe. No more scrambling at tax time.

See any period, instantly Switch your whole dashboard between This Month, Last Month, Last 3 Months, Last 6 Months, This Year, or a custom date range. Preset periods work the moment you open it; custom date picking is an optional one-time setup in Google Sheets (full instructions included).

Built SA-friendly, ready for the world Defaults to South African Rand but switch to USD, EUR, GBP, AUD, or CAD in one click. Categories, business name, and tax rate are all yours to edit.

7 connected tabs, all working together Start Here · Dashboard · Income Log · Expense Log · P&L Summary · Tax Savings Tracker · Set

Works wherever you do Use it free in Google Sheets, or in Microsoft Excel. Works on desktop, tablet, and mobile.

WHAT'S INCLUDED 

• 1 × pre-built spreadsheet (7 connected tabs)
• Google Sheets version + Excel (.xlsx) version
• Sample data so you can see how it works
• Start Here tab with full setup guide
• Optional Apps Script for custom date ranges (instructions included)
• 6 currencies built in + fully editable categories and payment methods
• Instant digital download — yours the moment you buy

DELIVERY & USAGE NOTE

Instant download. After checkout you'll get immediate access to your files — no waiting, no app to install. To use the Google Sheets version, open the link and select "Make a copy." For Excel, download and open the .xlsx. Preset date ranges work right away; the optional custom-date setup takes about two minutes and is fully explained inside. Because this is a digital product, all sales are final, but if anything's wrong with your file, message me and I'll sort it out fast.