Know exactly where your money comes and goes.
Manage your finances with our automated bookkeeping dashboard that tracks your monthly and annual profits, revenues and expenses.
About The Template
Whether you're a seasoned business owner or just starting out, our Business Bookkeeping Dashboard is the perfect tool to manage your finances and grow your business.
- Visualize your cash flow to prioritize high performing income streams & streamline your expenses
- Catch trends and discover insights across your profit, revenue, expenses, and taxes
- Monitor your financial health on our automated annual & monthly business dashboards
Who is this template designed for?
The Business Bookkeeping Template is a perfect tool for small business owners, independent entrepreneurs, freelancers or individuals looking to manage their personal budgeting.
What's Included in This Template
The file contains 7 main Tabs & 1 additional User Guide tab.
- Tab 1: Annual Overview Report (Fully Automated)
- Tab 2: Monthly Overview Report (Full Automated)
- Tab 3: Revenue Tracker
- Tab 4: Expense Tracker
- Tab 5: Predefine Expense Budget & Sales Goals
- Tab 6: Sales Tax Tracker
- Tab 7: Settings
How do I receive the file?
Upon purchase, you will instantly be redirected to an Instruction page including a PDF file containing your template download link (if you purchase an Excel version) or a link to generate a template copy (if you purchase a Google Sheet version). You’ll also receive an email with the link to the template.
Can I customize the spreadsheet to my preference?
Our spreadsheet is designed to be flexible and customizable, so you can tailor it to your specific business needs. You can easily add or remove columns, change the layout, and adjust the formulas to fit your unique accounting practices.
As you customize the spreadsheet, you'll see some pop-ups warning you to not change the cell. This is because auto-populated cells are formula protected to prevent accidental changes that resulted in wrong calculations.
To remove formula protect settings, go to Menu > click Data > click Protected Sheets and Ranges > remove the protected cells and ranges that you no longer wish to keep.
What if I need customization support for the template ?
Kindly email us at email@example.com and let us know the details. Once we know what you need, we can get you where you want to be.
About the Creators
We're a team of business template creators from Hello Templately - a data consultancy helping professionals maximize what matters with streamlined reports, custom dashboards & good recommendations.
Visit hellotemplately.com/#about to learn how we can help your team move forward.
For any questions, get in touch with us at firstname.lastname@example.org
You'll receive 1 PDF file including your link to generate a Google Sheet copy.