Spreadsheets
Annual Budget Spreadsheet
See exactly where your money goes every month - without complicated software.





Budget & Money Spreadsheets
A small business expense tracker: log sales, expenses and business miles, and see monthly profit, category totals for tax time and how much to set aside.
Made by a small family business in Frisco, Texas. Our story
Side hustles and small shops need bookkeeping that takes minutes, not an accounting course. This small business expense tracker logs income, expenses and business miles, then shows profit by month and totals by category, which is what you'll want at tax time. It also suggests how much to set aside. It's an organizing tool, not tax advice.
ZIP file containing the spreadsheet (.xlsx) for Microsoft Excel and Google Sheets Start Here PDF with step-by-step opening instructions Inside: Start Here guide, Income & expense log with category dropdown, Income / expense type fills in automatically, Monthly profit & loss, Mileage log with deduction estimate, Tax set-aside estimate each month, Year & month totals by category, Dashboard + chart.
Yes. It's built for freelancers, Etsy sellers and side businesses that need simple income, expense and mileage records rather than full accounting software.
Right after checkout you'll see a download button, and the same link is emailed to you so you can download again later. Nothing is shipped.
Yes. Open the .xlsx file in Microsoft Excel, or upload it to Google Drive and open it with Google Sheets. A computer makes the first setup easiest; after that it works on a phone or tablet too.
No. It's an organizing tool that helps you keep track of your own information. For decisions about debt, taxes, wills or care, talk to a qualified professional.
Email us at [email protected] and we'll fix it or make it right. Because it's a digital file we can't take returns, but we never leave you stuck.
Free download
A one-page holiday budget, a gift list with a spending limit for every person, and a 6-week countdown so December stays calm and paid for.
Free, no sign-up needed.