Small Business Spreadsheet Bundle: Bookkeeping, Pricing, Orders + Bills | Excel + Google Sheets

4 spreadsheets · 38+ tabs · Excel & Google Sheets 📊 File 1 — Bookkeeping Tracker (11 tabs) Track every penny coming in and going out, with dashboards that do the hard work for you. Setup — enter your business details, categories and tax year once Transactions — log every income and expense with date, category, VAT and payment method Monthly Dashboard — income vs expenses by month at a glance Quarterly Dashboard — Q1–Q4 side-by-side comparison to spot seasonal patterns Annual Dashboard — full 12-month overview in one view 5-Year Dashboard — year-by-year growth tracking (enter your annual totals) Tax Summary — UK self-assessment helper: profit, NIC estimate and income tax calculation VAT Tracker — input/output VAT and quarterly net position Expense Categories — spending breakdown by category with doughnut chart Goals vs Actual — monthly profit targets vs what you actually achieved 🛒 File 2 — Business Tracker (10 tabs) Manage orders, stock, customers, and invoices all in one place. Orders — log every order with customer, platform, items, status and dispatch date Sales Overview — monthly order count, revenue and average order value Customers — simple CRM with contact details, order history and lifetime value Raw Materials — inventory with automatic reorder alerts (turns red when stock is low) Product Recipe — bill of materials and cost per unit for each product Finished Goods — stock levels and total stock valuations Invoice Generator — auto-populates from customer details; print or screenshot to send Etsy Dashboard — gross sales with all Etsy fees deducted to show your real net revenue Returns & Refunds — log returns, reasons and refund amounts 💷 File 3 — Pricing Calculator (4 tabs) Stop undercharging. Enter your costs once and see five price points instantly. Price Calculator — materials, labour, overheads and Etsy fees all in one place Price List — all your products with cost, target price and margin comparison Materials Setup — raw material cost reference for accurate costing 🗓️ File 4 — Bill Calendar (4 tabs) Never miss a business bill again. Bill Payments — all recurring bills with monthly tick-off columns Monthly Calendar — bills sorted by due date so you can see what's coming up Annual Calendar — full-year overview of every business outgoing