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

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

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

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