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Small Business Spreadsheet Bundle: 5 separate Excel and Google Sheets tools. Preview of the Bookkeeping Tracker, Pricing Calculator, Inventory Tracker, Invoice Tracker and Order Tracker dashboards in a cascade, with the title 5 Small Business Tools.

Small Business Spreadsheet Bundle: 5 Excel & Google Sheets Tools

Most small businesses do the same few jobs every week: record money in and out, decide what to charge, count stock, chase invoices and ship orders. This bundle gives each job its own spreadsheet, so you can start with the one you need today and add the others later.

The five tools are separate files that work on their own. They are not merged into one giant workbook, which keeps every file light and easy to understand. Each zip contains the Excel workbook, a second file with sample data and a PDF Quick Start Guide with a link to your own Google Sheets copy.

Buying the bundle costs less than buying the five tools one by one.

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Digital download. Works in Excel and Google Sheets. Nothing is shipped.

What this spreadsheet tracks

Who it's for

How it works

  1. Download the five zip files after purchase.
  2. Open the tool you need first in Excel, or use the link in its PDF to make a Google Sheets copy.
  3. Type your own numbers into the yellow cells.
  4. Add the other tools when you are ready.

See it in action

See inside

What is inside the Small Business Spreadsheet Bundle: Bookkeeping Tracker for income and expenses, Pricing Calculator for product costs and margins, Inventory Tracker for stock and reorders, Invoice Tracker for invoices and payments, Order Tracker for orders and due dates.Bookkeeping Tracker dashboard: income, expenses, net income, cash in accounts, income and expenses by month, top expense categories and account balances, with charts that update from the entries you type.Pricing Calculator dashboard: lowest and highest margins, the cost of one unit split into materials, labor, packaging and fees, monthly profit by product and a table of products priced below the target margin.Inventory Tracker dashboard: items, units on hand, value at cost, low stock and out of stock, value by category, units received and sent out by month and the items closest to running out.Invoice Tracker dashboard: outstanding, overdue and due soon amounts, invoices by status, invoiced and collected over 12 months, who owes the most, overdue invoices and the aging of unpaid invoices.Order Tracker dashboard: open, new, preparing, ready to ship and overdue orders, orders per month, orders by sales channel, the next orders to ship with a heads-up, top customers and latest orders.What you get: 5 zip files, one for each tool, each with the Excel file, an example file with sample data and a PDF quick start guide with a Google Sheets Make a Copy link. No sign-up, no macros, no subscription. Digital download.

Frequently asked questions

Do the five tools share data?

No. Each tool works on its own and you type your numbers into the tool you are using. Use them together or one at a time.

Why are there five zip files?

Each tool is a separate product with its own Excel file, sample file and PDF guide, so you can open only the one you need.

Is this accounting or tax software?

No. These are record-keeping and tracking spreadsheets. They do not replace an accountant or give tax advice.

Does it work in Google Sheets?

Yes. Each PDF guide includes a link to make your own Google Sheets copy of that tool.

Read the guide

A laptop on a wooden desk beside shipping boxes, showing a small business bookkeeping dashboard with income and expense charts.
How to Track Small Business Income and Expenses in a SpreadsheetWhat to record for every sale and cost, which categories to use and a short monthly routine for a small business.

More in Small Business

The Inventory Tracker spreadsheet for Excel and Google Sheets, a stock, reorder and inventory value tracker for small businesses. A preview shows the dashboard with units on hand, inventory value at cost, low stock and the items closest to running out.
Inventory Tracker Spreadsheet for Small BusinessKeep track of stock, reorder levels and item movements.
The Pricing Calculator spreadsheet for Excel and Google Sheets, a product cost, price and profit margin dashboard for small businesses. A preview shows margins, cost per unit, monthly profit and the products priced below the target margin.
Product Pricing Calculator SpreadsheetWork out costs and prices for your products and build a price list.
The Bookkeeping Tracker spreadsheet for Excel and Google Sheets, an income and expense dashboard for small businesses. A preview shows income, expenses, net income, net margin, cash in accounts, sales tax collected and charts by month.
Small Business Bookkeeping SpreadsheetRecord income and expenses and see your numbers month by month.
The Invoice Tracker, an invoice and payment tracker spreadsheet for Excel and Google Sheets. A preview of the dashboard shows what is outstanding, what is overdue, what is due in 7 days, what was collected this month and the clients who owe the most. Tabs: Invoices, Payments, Clients, Invoice, Items, Dashboard.
Invoice Tracker Spreadsheet for Excel & Google SheetsTrack invoices, payments and overdue amounts in one clear dashboard.
The Order Tracker, an order management spreadsheet for Excel and Google Sheets. A preview of the dashboard shows open orders, what is overdue, what to ship next and orders by status, channel and month. Tabs: Orders, Customers, Order Sheet and Dashboard.
Order Tracker Spreadsheet for Small BusinessFollow customer orders from new to completed and see what is still open.

Ready to get organized?

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