Don't pay $600+ for software or waste time making your own spreadsheet when you can get our ...
Global Advanced Bookkeeping Template For Excel or Google Sheets
Built for small businesses just like yours!
Get Everything You Need
In our powerful Done-For-You Excel or Google Sheets template made for Small Businesses all around the world!
Custom Business Settings
Set up the template to cater for your unique sales tax and financial year requirements:
Enter the Business Name you'd like to see on your financial statements.
Choose your Sales Tax Name as either: Tax, Sales TAX, VAT or GST depending on your needs.
Enter your Sales Tax Rate up to four decimal places to ensure your calculations are accurate.
Provide the Start Date of your financial year and the rest of the dates will be auto-generated for you!
Provide the Period Names to tailor how your financial data is presented.
Chart of Accounts
See exactly where your business makes and spends money by tracking each revenue and expense category separately:
Track up to 15 Revenue categories.
Track up to 50 Expense categories.
Track up to 5 Asset Purchase categories.
Choose whether Sales Tax/VAT/GST applies to each revenue, expense and asset purchase category.
Organise Revenue by product (e.g. iPad case), sales channel (e.g. Etsy) or your own custom categories.
Your chosen categories will appear in a Drop-Down List for quick, easy transaction entry.
Transactions
Log every business transaction in a single, organised location:
Record up to 20,000 transactions!
Error checks prevent you from entering Dates outside your financial year.
Sales Tax/VAT/GST is Automatically Calculated so you don't have to do it yourself!
Enter an Overriding Tax/VAT/GST amount if the automatic calculation isn't right.
Use the Drop-Down List, created from your Chart of Accounts, to choose a revenue, expense or asset purchase category.
Enter an optional Reference Number if relevant (e.g. invoice number).
Add optional Hyperlinks to documents saved on your device or cloud services like Google Drive.
Built-in Error Checking helps ensure essential details like dates and amounts are not missed.
Income Statement
Track your business profitability effortlessly with the detailed Income Statement showing figures for:
Every Revenue and Expense category line by line.
Subtotals for Total Revenue and Total Expenses.
Each individual Month.
Totals for all four Quarters.
Total of the Full Year.
Total Profit/(Loss) for each month, each quarter and for the full year.
Year-To-Date Profit/(Loss) for each month, each quarter and for the full year.
Profit/(Loss) as a percentage for each month, each quarter, the full year and year-to-date.
Dashboard
A simple and uncluttered dashboard provides a visual summary of your business' performance, displaying:
Year-To-Date totals for Income and Expenses.
Year-To-Date Profit/(Loss) as a number and percentage.
Total Sales Tax/VAT/GST incurred.
A chart that shows Profit/(Loss) by month.
A chart that shows Year-To-Date Profit/(Loss) by month.
A chart that show Income vs Expenses by month.
A chart that shows year-to-date Income by category.
A chart that shows year-to-date Expenses by category.
Summary Report
Designed for tax time, the Summary Report lists each Revenue, Expense, and Asset Purchase category along with year-to-date totals for:
Each revenue and expense category.
Total Revenue and Expenses.
Each Asset Purchase category.
Total Asset Purchases.
Total Transactions including Sales Tax/VAT/GST.
Total Sales Tax/VAT/GST separated out.
Total Transactions excluding Sales Tax/VAT/GST.
Sales Tax/GST/VAT Calculator
Do you need to pay Sales Tax, VAT or GST for your business? This template does the calculations for you and the report gives you:
All Key Numbers by month, quarter and full year.
A handy Tax Calculator you can use to get all the key numbers by whatever date range you like.
Total Revenue by month, quarter and full year.
Sales Tax/VAT/GST Collected by month, quarter and full year.
Sales/Tax/VAT/GST Paid by month, quarter and full year.
The Net Amount of Sales Tax/VAT/GST you need to pay or will receive as a refund by month, quarter and full year.
Error Checking
Built-in error checking and safeguards help ensure you enter only accurate data and prevent accidental deletion of essential formulas or functions:
Incorrect data entries are Highlighted Red for easy spotting.
Error Alerts will notify you to review any issues.
Formulas and important cells are Locked and Protected to avoid accidental edits.
Incomplete or erroneous transaction lines won’t be included in reports.
Example: only dates within your financial year will be accepted by the template.
Video Instructions
Video Instructions are provided to help you quickly and easily learn how to use the template:
Download a copy of the template.
Set up your business in the template.
Enter a variety of different transactions.
Sort your transactions in date order.
Easily find and fix errors.
And more!
PDF Instruction Book
Alongside the spreadsheet, you’ll receive a downloadable PDF Guide which is perfect for:
Finding information faster than with video tutorials.
Keeping a version on hand when you're not online.
Printing and personalizing with your own notes.
Excellent Instructions
"Can not thank you enough for this spreadsheet and the tutorial. I appreciate you so!"
AXELLE - YouTube Comment
Best Spreadsheet Available
"This is the best spreadsheet available. You made it so easy to change the Category Names."
BRAD - YouTube Comment
Hi, I'm Mark Cunningham
And I built this template so you don't have to!
After spending too much money on fancy bookkeeping software, I've returned to using my own spreadsheet to do my business' bookkeeping.
Now I save $600 each year and I don't have to spend hours of my precious time learning how to use Xero or Quickbooks.
I want you to be able to do the same, so I created this Small Business Bookkeeping Template so you can:
Save thousands of dollars over the years
Save hours of your precious time
Avoid the cluttered Etsy templates
Easily calculate Sales Tax/VAT/GST
And more!
Spoilt for Choice
"It’s well worth the price as using your spreadsheet means you can do your tax each day if needed or weekly, monthly or quarterly. Spoilt for choice :)"
STEVE - Shopify Seller
Saves Time and Money
"I run a restaurant and don't have time to create a bookkeeping template and I don't have money to spend on software. It's all draining. This is good!"
SUGI - Restaurant Owner
Smarter, Simpler Bookkeeping
Why this template is perfect for your small business ...
Easily Affordable
Say goodbye to expensive software! You'll Save a Fortune compared to pricey bookkeeping software like Xero or Quickbooks.
Uncluttered Design
Unlike the Etsy Templates, our design is clean and intuitive. No unnecessary graphs or budgets – just straightforward bookkeeping that gets the job done.
Use in Any Country
The Advanced template is used by people from all over the world including: European Countries, South Africa, India, Philipines and more!
Easy to Learn
Our template is user-friendly and easy to understand. With Full Instructions, you'll be up and running fast, freeing you to focus on growing your business.
So don't spend $600+ on software or waste time making your own spreadsheet when you can get our ...
Global Advanced Bookkeeping Template
For a very offrdable one-time payment of only $37 USD.
EXCEL VERSION
$37
USD one-time payment
Do your bookkeeping in Microsoft Excel
15 Income categories
50 Expense categories
5 Asset purchase categories
20,000 Transactions
Full Video and PDF instructions
Sales Tax/VAT/GST calculations with Monthly, Quarterly and Annual numbers
Income Statement with Monthly, Quarterly and Annual numbers
Dashboard with key numbers and charts
Summary Report for your accountant
Built-in Error Checking
SHEETS VERSION
$37
USD one-time payment
Do your bookkeeping in Google Sheets
15 Income categories
50 Expense categories
5 Asset purchase categories
20,000 Transactions
Full Video and PDF instructions
Sales Tax/VAT/GST calculations with Monthly, Quarterly and Annual numbers
Income Statement with Monthly, Quarterly and Annual numbers
Dashboard with key numbers and charts
Summary Report for your accountant
Built-in Error Checking
Got Questions?
We've got answers!
This "global" bookkeeping template for Excel and Google Sheets is designed to be used by small business owners around the world. No matter what type of business you're in, you can use this template to do basic bookkeeping, particularly if you have a new business or a small, uncomplicated business.
We have specific templates for the UK, Canada and Australia. If you want to request a template for your country please send us a message via the form on our Contact page.
Yes you can! Simply click on the button to choose the Excel version and you'll be taken to a checkout where you can make your payment. You will then be taken to a download page where you can download a copy of the Excel file.
Yes you can! Simply click on the button to choose the Google Sheets version and you'll be taken to a checkout where you can make your payment. You will then be taken to a download page where you can make a copy of the Sheets file.
The "global" version of the template allows you to calculate one type of tax, whether that be GST, VAT or Sales Tax. You can also type in the tax rate as a percentage up to four decimal places. If you don't pay sales tax, you can select No Tax when setting up your template.
No. You only need to buy the template once. You can then make as many copies as you like to use to multiple businesses and/or multiple financial years.
If you have a question simply contact us using the form on our Contact page.
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