Spreadsheet Overview
Track your small business income and expenses with our simple to use accounting software designed specifically for self employed individuals. The intuitive checkbook software for your small business tracks your income and expenses giving you key insights in the financial status of your business.
Accounting Software Features
Keep track of all your personal and business checking accounts, business savings accounts, and business credit card accounts in one place for efficient management of your financial accounts.
Easy to use Excel checkbook and credit card registers that have great tools that help you reconcile your bank accounts and credit card accounts.
Split transactions into multiple categories in the account registers such as the Excel checkbook and credit card registers so that you can better allocate your income and expenses to the proper categories.
In addition to the individual account registers, there is an automatically generated master register that includes all transactions from all the individual account registers. The master register is a great place to filter and search for transactions based on multiple criteria.
Great customized pivot table reports to help you track your income and expenses.
Net worth tracker to track the balances of your accounts including your assets and liabilities.
Dashboards that give you a quick snapshot of your business finances saving you time.
The business checkbook software can also track your personal finances either by using one or more of the account registers for your personal accounts or by tagging transactions in an Excel register as either personal or business related. The customizable pivot table reports can create income vs spending reports for both your business finances and personal finances.
Use the self-employed accounting spreadsheet to create custom categories specific to your small business and also split transactions into multiple categories which is great if your purchase includes both personal and business related expenses or when a single purchase needs to be allocated to multiple business income or expense categories.
System Requirements
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Windows PC Computer: Compatible with Microsoft Excel 2021, 2024, or Excel for Microsoft 365.
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Mac Computer: Works perfectly with Microsoft Excel 2021, 2024, or Excel for Microsoft 365.
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Flexible Set Up: Save to and use solely on your local computer for maximum data privacy or use with OneDrive or Dropbox for anywhere access.
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Formatting Note: Formatted with standard US Dollar signs ($) and traditional MM/DD/YYYY date entry fields.
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Automation: This spreadsheet utilizes built-in Excel macros to automate and simplify your money management. After downloading the spreadsheet, see simple video instructions for how to enable macros in less than 60 seconds.
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Software Note: Requires a full desktop version of Microsoft Excel installed on your computer. This spreadsheet is not compatible with Google Sheets, free browser-based Excel Online, Apple iPad, or mobile phone apps.
