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The title slide and first slides of the Small Business Bookkeeping template

Small Business Bookkeeping

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
4
Style
Minimal
Difficulty
Beginner
Updated
November 6, 2026

Every slide (4)

Overview

A simple bookkeeping ledger for a small business or sole trader. The Ledger tab records every payment in and out, with a category and a receipt check. The Monthly tab totals income, spending and profit for each month and works out a tax set-aside, and the Dashboard shows the year so far by category.

It comes with sample data for a small studio. Make a copy and replace the sample rows. The category totals, monthly summary and charts update on their own.

Useful for

  • Keeping day-to-day records for a freelancer or small business
  • Preparing a summary for a tax return or accountant
  • Setting aside money for tax each month

What's included

  • 4 tabs: Dashboard, Ledger, Monthly, How to use
  • Dashboard: a dashboard with 5 summary figures
  • Ledger: a table
  • Monthly: a table
  • 2 charts that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Ledger tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Small Business Bookkeeping template free?

Yes. Download the template and use it at no cost to keep your own records.

Does it work in Excel?

Yes. Download the .xlsx file and open it in Excel. The formulas, dropdowns and charts all work there.

Can I change the tax set-aside rate?

Yes. The Monthly tab sets aside 20% of monthly profit. Change the 0.2 in that formula to your own rate, or ask an accountant what applies to you.

  • #profit-and-loss
  • #small-business-bookkeeping
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

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