A simple Google Sheets system to track your income, expenses, and profit, without the overwhelm of full accounting software.
Know exactly where your business stands, every month, without digging through bank statements or guessing at tax time.
This template gives you one place to log income and expenses, see your profit and loss update automatically, and track what you're actually paying yourself versus what stays in the business.
What's included:
- Set Up tab to customize your own income and expense categories
- Income and Expense Transaction tabs with built-in categorization
- Profit/Loss & Cash Flow tab that updates automatically
- Monthly P&L Summary for the full year at a glance
- Owner's Pay tab to track what you pay yourself against business profit
- Clear step-by-step instructions built right into the template
Who this is for:
Service-based solopreneurs, coaches, consultants, and small business owners who don't have enough transaction volume to justify QuickBooks, but need more than a notebook or scattered spreadsheet to answer "am I actually making money?" and be prepared for tax time.
Why this template:
Built by Simply Healthy Bookkeeping, a bookkeeping and business systems company, not a template designer. The categories, formulas, and structure are built the way an actual bookkeeper would set up your books, not just made to look clean.
How it works:
Make a copy, plug in your categories, and start logging transactions. Everything else updates automatically. Make a new copy each year for continued use!
Terms:
Due to the instant-access nature of digital products, all sales are final. If you have a question about whether this template is right for you before purchasing, feel free to reach out at kati@simplyhealthybookkeeping.com and I am happy to help.
This template is for personal or single-business use only. It may not be resold, redistributed, or shared as your own product.