Small Business Expense Tracker and Income Log | Excel & Google Sheets + Printable Bookkeeping Pages | Invoice Tracker

Keep your small-business records in one place, whether you prefer Excel, Google Sheets or pen and paper. This digital kit includes all three options, so you can choose the routine that feels comfortable.

WHAT YOU RECEIVE

• 1 Excel workbook (.xlsx) with four sheets: Monthly Summary, Transactions, Invoices, and Month End
• A Google Sheets access PDF to make your own editable spreadsheet copy
• 7 printable PDF page designs
• 3-page quick-start PDF guide

SPREADSHEET

FEATURES

500 transaction rows for income received and expenses paid; categories and receipt references; automatic monthly totals; 100 invoice records with credits, matched payments and outstanding balances; and a reusable month-end checklist. Editable input cells are blush, and calculation cells are sage. Reporting year and invoice review date are editable.

WRITE-BY-HAND OPTION Print the paper routine guide, income log, expense log, invoice record, monthly totals, receipt follow-up and month-end checklist. US Letter size, with both portrait and landscape pages. Reprint the logs whenever you need more space. These pages are for handwriting, with manual calculations; they are not fillable PDF forms.

HOW TO USE

Choose Excel, Google Sheets or paper, record money as it is received or paid, keep receipt references, and review invoices and monthly totals. A worked example is included in the guide.

PLEASE READ This is an instant digital download. No physical binder, stationery or printed pages will be shipped. Use Microsoft Excel for the .xlsx workbook. For Google Sheets, open the separate access PDF and select Make a copy while signed in to your Google account. Software and printing supplies are not included. The workbook is supplied blank for your records.

Amounts are in USD. Paper, Excel and Google Sheets records do not sync automatically. This is a cash-record organizer, not a complete accounting system or a calculation of taxable profit. Keep transfers, owner contributions, loans, sales taxes and asset purchases separately.

Created with AI assistance; workbook calculations and page layouts were reviewed. Cover stationery is illustrative. The other listing images show the included files.

For use in your own business; please do not resell or redistribute the templates.

Designed by Keys & Keep Property.