Bookkeeping Spreadsheet Profit & Loss Tracker

Most small businesses don’t fail because of bad products.

They fail because they don’t understand their numbers.

Money comes in.
Expenses go out.
But the real question remains…

Is your business actually profitable?

That’s exactly why we created the Simple Bookkeeping Spreadsheet by Create By Click to Cash Blue Print.

This powerful Google Sheets & Excel bookkeeping template helps you track income, monitor expenses, and instantly see the real financial health of your business.

No complicated accounting software.
No confusing financial reports.

Just a clean, easy-to-use spreadsheet that shows you exactly where your money is going.

Simply enter your transactions once… and the template automatically calculates everything for you.

Track income, expenses, profit and loss, sales tax, and business performance with beautiful dashboards that make your finances easy to understand.

Whether you’re a freelancer, entrepreneur, online seller, or small business owner, this bookkeeping system helps you stay organized and make smarter financial decisions.

Why This Bookkeeping Template Works

✔ Beginner-friendly and easy to understand
✔ Automatic income and expense calculations
✔ Profit & Loss tracking for your business
✔ Multiple dashboards for financial insights
✔ Works with Google Sheets & Microsoft Excel
✔ Clean design with dark mode interface
✔ Track multiple years in one spreadsheet

Powerful Dashboard Insights

Get a clear picture of your business with:

• Monthly financial dashboard
• Annual business overview
• Five-year growth dashboard
• Custom financial reports
• Business comparison dashboard

Track your:

• Total income
• Total expenses
• Profit and loss
• Sales tax
• Mileage expenses
• Business growth over time

Spreadsheet Tabs Included

• Monthly Dashboard
• Annual Dashboard
• Five-Year Dashboard
• Comparison Dashboard
• Custom Dashboard
• Sales Tax Tracker
• Mileage Tracker
• Balance Sheet Template (Bonus)
• Income Transactions
• Expense Transactions
• Setup Tab

A tax-free version is also included if you don’t need sales tax tracking.

What You Will Receive

• Bookkeeping Spreadsheet Template
• Profit & Loss Dashboard
• Income and Expense Tracker
• Sample spreadsheet with example data
• 16-Page Quick Start Guide
• Step-by-step instructions

File format: ZIP download

Requirements

You will need:

• Google Sheets account (free)
or
• Microsoft Excel

Important

This is an instant digital download. No physical product will be shipped.

All templates are created by Create By Click to Cash Blue Print and are intended for personal use only.

Take control of your business finances and finally understand your numbers.