TidySheets Finance Tracker — Small Business Bookkeeping & Budget Spreadsheet (Google Sheets + Excel)

Know exactly where your business stands — in one glance, all year long.

TidySheets Finance Tracker turns messy bookkeeping into a 5-minute weekly habit. Log a transaction once, and your monthly budgets, profit dashboard, charts, and tax summary update themselves. No formulas to build, no software subscription, no accounting degree required.

Why business owners love it

• One entry, everywhere updated. Type a sale or expense into the Transaction Log — dropdowns keep it clean — and all 12 monthly sheets, the dashboard, and the tax summary recalculate instantly.
• Budget vs. actual, made obvious. Every category shows variance in green (ahead) or red (behind) automatically, so problems surface before they become losses.
• See your future, not just your past. The dashboard projects your year-end net profit from your actual run rate — plus live bar, line, and pie charts.
• Tax season in minutes, not weekends. A dedicated Tax Prep sheet totals your income, expenses, and deductible spending by category — ready to hand to your accountant.
• Pay once, use forever. No monthly fees. Works in Google Sheets and Microsoft Excel.

What's inside — 18 professionally built sheets

• Overview Dashboard — YTD income, expenses, net profit, profit margin, year-end projection, and 3 auto-updating charts
• Transaction Log — 400 validated rows with dropdown menus for type, category, payment method, and tax-deductible status
• 12 Monthly Sheets (Jan–Dec) — budget vs. actual with automatic variance, gross profit, net profit, and margin
• Tax Prep Summary — annual and deductible totals by category
• Master Template + Settings — customize categories and dropdowns to fit your business
• How-to-Use Guide — plain-English setup steps, color legend, and an optional one-click menu script for Google Sheets

Built for real small businesses

20 pre-loaded income and expense categories (rename or add your own), locked formulas you can't break by accident, clearly marked blue input cells, and a clean, minimal design that looks as good in a client meeting as it does on your laptop at midnight.

How it works

1. Download instantly after checkout
2. Open in Google Sheets (File → Import) or Excel
3. Enter your budgets and start logging transactions — that's it

Instant digital download. Nothing ships. For bookkeeping organization only — not tax or accounting advice.