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Because "it balances" isn't enough.
Most bookkeeping templates just hold numbers. This one tells you what they mean. Fill in what you earned and spent, and it turns your month into a clean Profit and Loss and a year-end dashboard, automatically. No formulas to touch, no accounting degree required.
Built by an accountant, not a template shop.
What's inside:
Income and Expense tabs with simple drop-down categories
A monthly Profit and Loss that fills itself in as you type
An annual dashboard: total income, expenses, net profit, and profit margin
A tax set-aside estimator, using a rate you enter
A Start Here guide so you know exactly where to begin
Just fill in the blue cells. Everything else does the math. Works in Excel and Google Sheets.
This is a bookkeeping and organization tool, not tax advice. Please confirm anything tax-related with your own tax professional.
Because "it balances" isn't enough.
Most bookkeeping templates just hold numbers. This one tells you what they mean. Fill in what you earned and spent, and it turns your month into a clean Profit and Loss and a year-end dashboard, automatically. No formulas to touch, no accounting degree required.
Built by an accountant, not a template shop.
What's inside:
Income and Expense tabs with simple drop-down categories
A monthly Profit and Loss that fills itself in as you type
An annual dashboard: total income, expenses, net profit, and profit margin
A tax set-aside estimator, using a rate you enter
A Start Here guide so you know exactly where to begin
Just fill in the blue cells. Everything else does the math. Works in Excel and Google Sheets.
This is a bookkeeping and organization tool, not tax advice. Please confirm anything tax-related with your own tax professional.