Easy Bookkeeping

I use both a business account and PayPal, so having separate account balances in the same workbook is super helpful.

The annual tab is my favorite. Seeing every month next to each other makes slow periods really obvious.

I was nervous I'd break a formula somewhere but the protected cells make it pretty hard to mess up.

Clean, simple and no macros or weird add-ons. Opened it in Excel and started using it right away.

This made my end-of-month admin much less painful. I just keep the transactions updated during the week.

The VAT collected vs paid section is exactly what I was trying to build myself and failing at.

Really good for a tiny business. I don't need payroll or inventory, just a clear view of money in and money out.

I like being able to set my own categories. Mine are quite specific and it was easy to make the sheet fit my work.

the profit goal progress bar is weirdly motivating lol

I sell at markets and online, and being able to track different accounts in one place has made reconciliation much easier.

Very beginner friendly. I'm not a spreadsheet person and I understood it immediately.

The tax rate per entry option is useful because not everything I sell is treated exactly the same.

I imported it into Google Sheets and haven't had any compatibility problems.

There is enough detail to be useful without turning into full accounting software.

The monthly category breakdown helped me realize I was spending way more on software subscriptions than I thought.

Perfect for my Etsy side business. I mainly use income, expenses, monthly and annual, and those tabs do exactly what I need.

The running account balance is a nice touch. I wasn't expecting to use that page much but now I check it all the time.

I love that I can choose the start month. My business year doesn't line up neatly with January so that mattered.

Very practical spreadsheet. No learning curve and no subscription.

I had my first month's transactions entered in one sitting. The date picker and dropdowns make it fast.

My old sheet only tracked sales and costs. This gives me a much clearer picture of actual profit.

The annual cash-flow summary is great for spotting which months are carrying the business.

I use this for a small photography business and it has been plenty for what I need.

The formulas being locked is honestly a lifesaver because I absolutely would have deleted one by accident.

Simple bookkeeping without making me feel like I need an accounting degree. exactly what i wanted.

I like that the setup is done once and then everything pulls from it. Makes the whole workbook feel connected.

The 200 transaction rows are more than enough for my current side hustle.

Very tidy layout. I can print the monthly summary for my records and it actually looks presentable.

This has made preparing information for my accountant much easier because everything is consistently categorized.

I started using it midway through the year and had no problem setting it up with my existing numbers.

Great for keeping personal and business spending separate when you're just starting out.

The month selector on the summary is so simple but makes reviewing past months much easier.

I was paying for software with features I never used. This does the small-business basics I actually need.

Good for creative businesses. I changed the categories to things like materials, shipping, software and client expenses.

The profit goal feature has helped me look forward instead of only recording what already happened.

I like that tax is calculated from tax-inclusive amounts because that's how most of my sales come through.

Took me less time to set this up than it normally takes me to procrastinate doing my books.

I use it once a week now instead of avoiding bookkeeping until the end of the month. Big improvement.

Very clear and polished. It feels like someone thought about how a normal non-accountant actually enters information.

My husband and I both use the same Google Sheet for our small shop and it's been easy to keep consistent.

Really useful overall. I wish there were more than 200 transaction rows without having to extend the sheet, but for a small business it's probably enough.

Good bookkeeping template and easy to customize. I would have liked a separate mileage section, but the core income and expense tracking is excellent.

The tax and monthly summaries are great. Four stars because I added a few extra columns for notes that are specific to my business.

Very straightforward in Google Sheets. I don't use the profit goal feature, but everything else has been useful.

Nice alternative to accounting software for a simple business. I would love an invoice tracker tab in a future version.

The annual overview is really good. I had to spend a little time deciding how I wanted to categorize transfers between accounts.

Useful spreadsheet and the formulas work well, but my business has enough transactions that I outgrew the standard layout fairly quickly. I still use the monthly summary alongside my accounting software.