Easy Bookkeeping

Bookkeeping doesn’t need to be complicated or expensive. With this template, you can handle income, expenses, taxes, and profit tracking without paying for costly software or accountants. It’s streamlined, accurate, and designed to save you hours while giving you a clear financial picture.

The template itself includes 6 dedicated tabs:

• Setup Page – Define your currency, set profit goals, and create up to 20 income & 20 expense categories
• Instructions Tab – Step-by-step guidance to get started quickly
• Income Entries – Record all income transactions (date, category, description, amount, client)
• Expense Entries – Track expenses with date, category, tax rates, payment method, and notes
• Monthly Overview – Visualize income, expenses, and net profit by month with clear graphs
• Annual Overview – Get a year-long summary with category breakdowns, tax totals, and profit tracker
  

With your purchase, you’ll also receive a PDF instantly after checkout. Inside, you’ll find:

• Clickable links to access both the Google Sheets & Excel versions
• A sample template with prefilled data so you can explore before entering your own
• A video tutorial showing exactly how to access and start using your files

✔️ Small business owners & freelancers

✔️ Etsy sellers and online shop owners

✔️ Entrepreneurs who want simple, reliable bookkeeping

✔️ Beginners who want automation without complexity

✨ Save Time – Automatic calculations cut hours off your bookkeeping

✨ Easy to Use – Beginner-friendly design with no clutter or unnecessary tabs

✨ Cost-Effective – Avoid costly software or bookkeeper fees

✨ Stay Organized – Clear, structured tracking for income, expenses, and taxes

✨ Make Better Decisions – Always know your numbers and financial position

Please Read Before Purchasing

• Digital Download Only – No physical item will be shipped
• Gmail Required – Needed to access the Google Sheets version (Excel also included)
• Template Language – Provided in English (some browsers auto-translate listings, but the spreadsheet itself is in English)
• Excel Compatibility – Requires a recent version of Excel; older versions may not support key formulas
• Colors May Vary – Slight differences may appear depending on screen settings
• No Refunds or Cancellations – Due to the digital nature of this product; contact us if you need help
• Personal Use Only – Copyright © Serenata’s Team (Glys Solutions L.P. / Nimbus Reach LLC). Redistribution, resale, or reproduction is strictly prohibited
• Disclaimer – This template is a financial organization tool, not a replacement for licensed accounting or tax advice. Please consult a professional for those needs