Small Business Money Tracker & Bookkeeping Spreadsheet for Google Sheets
★★★★★ 18 reviewsPrice
$26.00 $46.00
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- Instant download
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- Phone, tablet & desktop
KNOW YOUR NUMBERS, GROW YOUR BUSINESS, AND MAKE TAX TIME A BREEZE!
Once we started tracking our business numbers every month, our decisions got smarter and tax season got so much calmer. This tracker gives you that same clarity, without expensive software.
WHAT TO EXPECT
- 🌟 A friendly Setup tab lets you create your own income and expense categories, set your fiscal year, list your business accounts, and define profit goals.
- 🌟 Simple Income and Expense logs make it easy to record every transaction, with an option to split out sales tax.
- 🌟 Five dashboards (Custom Range, Annual, 5-Year, Comparison, and Category) turn your data into clear charts and tables.
- 🌟 An Accounts tab tracks business balances, and a Tax tab shows sales tax collected and paid for any year.
- 🌟 BONUS Product Breakdown: discover which offers earn the most and which months bring your busiest seasons.
- 🌟 BONUS Metrics tab: track what moves your business forward, like email subscribers, website visits, or followers.
- 🌟 Works with any currency. The walkthrough video shows you how to switch in seconds.
- 🌟 Built for Google Sheets with your free Google account, so it runs on your laptop, phone, or tablet. (Heads-up: it is not designed for Excel or Numbers.)
- 🌟 Two pretty color themes are included, berry/lilac and ocean/mint, so you can pick the one that fits your mood.
- 🌟 Pay once, use forever. No subscriptions and no hidden fees.
Healthy businesses are built on clear numbers. Grab the Small Business Money Tracker and start making confident decisions today! 💕
Our spreadsheets are educational tools and are not personalized financial advice.
What You'll Receive
You'll receive a PDF with your personal link to make a copy of the Google Sheets spreadsheet, plus a step-by-step video tutorial that walks you through every tab.
Access Instructions
Right after checkout you'll get an email with your download. Open the PDF, click the link, and choose “Make a copy” to save the spreadsheet to your own free Google account. Use it in your browser or in the Google Sheets app on your phone or tablet.
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Customer Reviews
Based on 18 reviews
This spreadsheet surpassed my expectations! I’m extremely impressed by the amount of time and effort she put into creating all of the functions in this spreadsheet.
I had tried so many options for keep track of business expenses. We didnt need invoice and billing options like quickbooks and freshbooks offer and at a fraction of the cost. Only a one time small fee, no monthly costs, no confusion. This is so easy to use and learn!
Love this. It addresses all the little things that I had hoped would be included.
I started out as a hobby business. So I didnt keep good records at all..then opened a store...still not really knowing what came in, what went out..I was keeping a float so wasnt worried. I then left my full time job and needed to know where I was at. THIS IS A GAME CHANGER! I saw where I was paying double on some things. Still paying for apps or services I didnt need! It is so easy to use and any hiccups I have had, I emailed and Daisy got right back to me. I am sooooooo happy I made this purchase! Pay for it once, use it forever AND it has already saved me money, no more needing to give my accountant my receipts...because it is all right here! Was able to cancel some things to keep my cost down. GAME CHANGER! Thank you so much Daisy!
I've run my own basic spreadsheet for my photography business for years. I never truly felt that I had a handle on the numbers. This purchase changed everything - I am such a visual person so the colors, the charts and graphs, all so so amazing. I couldn't be happier with it!
Let customers speak for us
★★★★★ from 1761 reviewsEasy to use and really helps me budget better each month.
Patricia10/24/2026
User friendly and very helpful
Krystin Smith10/24/2026
I have tried several variations of financial spreadsheets, but this is hands down the best one. Easy to understand and implement!
Dara10/23/2026I was trying for so long to budget by myself and I found myself creating spreadsheets with never ending charts and it was getting me nowhere! I decided to take a change with Daisy’s spreadsheet and my budget goals have never been more clear! I love the options of the avalanche or snowball method, this gives me a clear idea of the interest charges. I think my favorite part is the estimated date of paying off my debt. I feel like I can ramble on how much I love this spreadsheet… definitely purchase it yourself and you’ll see how helpful this is!
K.R.10/22/2026This is really the best budget sheet. I had a way of keeping track of things, but this is so easy and worth the money and really helping us keep track of expenses. Would not hesitate to buy it again! :)
Kiana Stewart10/21/2026
We have been trying to organize our finances in one place for so long and this finally gave us exactly what we needed! All of our finances in one place to edit, organize and plan! Super helpful and we’re loving it.
Sarah Potucek10/21/2026It took a little to set it up to my liking but once got it going it went pretty smoothly. Like everything new, you need to spend some time to figure out the in's and outs but it gets easy as time goes.
Dhurata10/20/2026I am absolutely giving this budget spreadsheet a 5 star review, its just too much for my needs. I personally dont have enough need for a budget planner with this much detail. It is however the most amazing tool I've seen. I watched the entire how to video and am blown away by everything you can do with it. Would I recommend it? Absolutely 💯.
Hunter10/18/2026I love this spreadsheet budgeting too. Easy to use and we are on track for retirement in 8 years.
Diana Lehr10/18/2026My husband and I are not strangers to budgeting and working towards financial goals together. Lately we noticed that we kind of let that slide and wanted to get back on track. Daisy's spreadsheets have given us control of our money again and bonus our teenager is learning to budget too!
Tiffany10/17/2026Been using for about 1.5 months and so far it is a total game changer for our finances. Shows us where all the money goes and hoping to make changes to pay off some things and save! Thanks for uneasy to use product and tutorials! It can be time consuming to do each week but dedicating an hour a week to it to check in makes all the difference in our spending. Like the debt tabs too bc I can see as we pay things off.
Nicole M10/16/2026This is exactly what I needed to help visualize how we're getting everything paid down. I love the ability to add in specifics on the Transaction Log and switch between Snowball and Avalanche methods. The check boxes are a nice addition, as well; I love checking things off a list!
Kayla Kroll10/16/2026I had been searching for a tool like this to help me with my debt consolidation! I tried all the calculators but my mind wasn’t really getting it. The spreadsheets put everything I needed in one place, it’s easy to use and it is completely accurate! I see this as an investment! Thank you so much!
Addy10/16/2026
It’s very comprehensive and easy to navigate. It’s super encouraging to check off each payment. I feel like I can finally BREATH because I have a plan in place. It makes everything my feel manageable
Mary Sprinkle10/15/2026This resource has been so helpful in organizing our family budget and tracking expenses. Thanks for a great product!
Happy Customer10/14/2026