Small Business Bookkeeping Template | Income & Expense Tracker | P&L Dashboard | Excel Spreadsheet

Track every euro your business makes and spends — all in one beautifully designed Excel spreadsheet.

This professional Small Business Bookkeeping Template is designed for freelancers, Etsy sellers, small shop owners, and entrepreneurs who want clear, automated financial tracking without expensive accounting software.

📊 What's Included (4 Working Sheets)

📊 Dashboard
KPI cards: Total Income, Total Expenses, Net Profit, Profit Margin % — 12-month P&L table auto-calculated, annual totals at a glance.

💰 Income Log
250-row transaction log with category dropdowns. 7 income categories: Product Sales, Service Revenue, Consulting, Subscriptions, Affiliate Income, Refunds Received, Other. Monthly totals + category breakdown auto-calculated.

💸 Expense Tracker
250-row log with 9 expense categories: Platform Fees, Marketing, Software & Tools, Cost of Goods, Wages, Shipping, Utilities, Professional Services, Other. Full monthly breakdown auto-calculated.

📑 P&L Statement
Professional Profit & Loss by category × month. Net Profit row with colour-coded values. Annual column — perfect for tax preparation. Profit Margin % row.

📋 How to Use guide included

✅ Key Features

• Fully automated — enter transactions, everything else updates
• Dark theme — sleek, professional design
• Dropdown menus — no typos, consistent categories
• 5 sample transactions pre-filled so you can see it in action
• Works in Microsoft Excel and Google Sheets
• No macros, no plugins — just open and use
• Instant download — access immediately after purchase

💡 Perfect For

• Etsy sellers tracking shop income and fees
• Freelancers managing client payments and expenses
• Small business owners preparing for tax season
• Side hustlers replacing expensive accounting software

📥 What You'll Receive

1 x .xlsx file (works in Excel & Google Sheets) — Instant digital download.

© Floorwork Automations — for personal and single-business use.