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Take control of your finances with our easy-to-use excel small business bookkeeping template! Perfect for small business owners or freelancers, this template will help you track your revenue and expenses, giving you a clear picture of your financial performance. Simply input your data, and the template will calculate your profit or loss for you. With a user-friendly design and intuitive layout, this template is perfect for anyone, regardless of their excel expertise. Download and start using this template today to take the first step towards financial success!
To see a YouTube walkthrough of this template please go to https://youtu.be/qzNjc4F_cXQ , please note this video may show some features not included in this listing.
Features of this income statement template include:
- Automated Profit and Loss and Register: Enter transactions into an easy to use register (similar to a checkbook) and the profit and loss template automatically calculates your total income and expenses. The register includes drop downs to make entering transactions easier.
- Fully customizable: Easily add, remove, or rename any income or expense name on the setup page.
- Customize your fiscal year. Easily change your fiscal year end on the setup page.
- Detailed Monthly Income Statement: See every month’s profit and loss report side-by-side with an automated monthly income statement.
- Paycheck Tracker: This report allows you to input paycheck information to show income, taxes withheld, and deductions by employee, and then totals it for the current month and year-to-date.
- Bank Reconciliation Tool: This tool is one of my favorites. With this you can enter transactions into the register and track outstanding checks on your checking or savings account and reconcile each month with your bank statement. Pre-built for up to 3 checking or savings accounts.
As with any of my templates, if you have any small modifications need or questions, please always feel free to message me on Etsy.
Thanks for viewing my listing! Andrew