{"product_id":"small-business-bookkeeping-spreadsheet-income-expense-profit-tax-dashboard-for-google-sheets-excel","title":"Small Business Bookkeeping Spreadsheet | Income, Expense, Profit \u0026 Tax Dashboard for Google Sheets \u0026 Excel","description":"\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003eStop guessing how your business is actually doing.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eThe 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.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003eNo bookkeeping background needed. No expensive software. Just open it, add your business details, and start tracking.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003eThe tax tracker that actually saves you\u003c\/strong\u003e 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.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003eSee any period, instantly\u003c\/strong\u003e 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).\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003eBuilt SA-friendly, ready for the world\u003c\/strong\u003e 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.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003e7 connected tabs, all working together\u003c\/strong\u003e Start Here · Dashboard · Income Log · Expense Log · P\u0026amp;L Summary · Tax Savings Tracker · Set\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003eWorks wherever you do\u003c\/strong\u003e Use it free in Google Sheets, or in Microsoft Excel. Works on desktop, tablet, and mobile.\u003c\/p\u003e\n\u003chr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\"\u003e\n\u003ch2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\"\u003eWHAT'S INCLUDED \u003c\/h2\u003e\n\u003cul class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\"\u003e\n\u003cli style=\"text-align: left;\" class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e1 × pre-built spreadsheet (7 connected tabs)\u003c\/li\u003e\n\u003cli style=\"text-align: left;\" class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eGoogle Sheets version + Excel (.xlsx) version\u003c\/li\u003e\n\u003cli style=\"text-align: left;\" class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eSample data so you can see how it works\u003c\/li\u003e\n\u003cli style=\"text-align: left;\" class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eStart Here tab with full setup guide\u003c\/li\u003e\n\u003cli style=\"text-align: left;\" class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eOptional Apps Script for custom date ranges (instructions included)\u003c\/li\u003e\n\u003cli style=\"text-align: left;\" class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e6 currencies built in + fully editable categories and payment methods\u003c\/li\u003e\n\u003cli style=\"text-align: left;\" class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eInstant digital download — yours the moment you buy\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003chr class=\"border-border-200 border-t-0.5 my-3 mx-1.5\"\u003e\n\u003ch2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\"\u003eDELIVERY \u0026amp; USAGE NOTE\u003c\/h2\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"\u003e\u003cstrong\u003eInstant download.\u003c\/strong\u003e 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.\u003c\/p\u003e","brand":"Planley","offers":[{"title":"Default Title","offer_id":48363524227316,"sku":null,"price":249.0,"currency_code":"ZAR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0831\/6049\/8420\/files\/14_07ce3b80-af45-4e59-8cea-d2dd2f07d974.png?v=1780297745","url":"https:\/\/www.planley.co.za\/products\/small-business-bookkeeping-spreadsheet-income-expense-profit-tax-dashboard-for-google-sheets-excel","provider":"Planley","version":"1.0","type":"link"}