Title card reading Small Business Spreadsheet Bundle, 4 workbooks each with an Example and a Blank, with four small tab screenshots.
  • Title card reading Small Business Spreadsheet Bundle, 4 workbooks each with an Example and a Blank, with four small tab screenshots.
  • A card listing four zip files and the tabs inside each workbook, with a note that numbers do not move between the files.
  • The Profit and Loss tab from the Bookkeeping Ledger, with income and expense categories as rows and twelve months as columns.
  • The Reorder List tab from the Inventory Reorder Tracker, with two cards and a table of SKUs to reorder with supplier and order cost.
  • The Items tab from the Reseller Profit Tracker, a wide table with one row per item showing cost, platform, dates, fee, profit and status.
  • The Mileage tab from the Tax Organizer, with dated trips, miles, rate, value and a Check column. The subtitle says it is not tax advice.
  • The Summary tab from the Tax Organizer with three cards and an expenses by category table split into quarters.
  • A card saying 24 sets of test data were recalculated in LibreOffice and compared with Python, with no differences, and that each workbook lists its own tests.

Small Business Spreadsheet Bundle

Four separate workbooks come in one download, built for a shop that sells physical goods. The Bookkeeping Ledger keeps a list of payments with a 12-month profit and loss. The Inventory Reorder Tracker counts stock by SKU and lists what to reorder. The Reseller Profit Tracker logs each item from purchase to sale. The Tax Organizer sorts expenses and logs mileage, and it gives no tax advice. Each arrives as a zip holding an Example file with made-up data and a Blank file. The workbooks do not feed each other, so you type a sale into each file that needs it. They are the same files sold one by one in this shop. A service business with no stock would not need the Inventory or Reseller files.

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Four .xlsx workbooks with ordinary formulas, no macros. Scripts recalculated them in Excel for Mac, LibreOffice. Excel for Windows and Google Sheets have not been tried.

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What's included

  • Bookkeeping-Ledger.zip
  • Inventory-Reorder-Tracker.zip
  • Reseller-Profit-Tracker.zip
  • Tax-Organizer.zip
A card listing four zip files and the tabs inside each workbook, with a note that numbers do not move between the files.

How it works

  1. A card listing four zip files and the tabs inside each workbook, with a note that numbers do not move between the files.
    See what is inside Four zips, each holding an Example and a Blank file. The tabs of each workbook are listed. The files are separate.
  2. The Profit and Loss tab from the Bookkeeping Ledger, with income and expense categories as rows and twelve months as columns.
    Keep the books The Bookkeeping Ledger's Profit and Loss tab, with income and expense categories across 12 months.
  3. The Reorder List tab from the Inventory Reorder Tracker, with two cards and a table of SKUs to reorder with supplier and order cost.
    Count stock The Inventory Reorder Tracker's Reorder List: SKUs at or under their reorder point, with supplier and order cost.
  4. The Items tab from the Reseller Profit Tracker, a wide table with one row per item showing cost, platform, dates, fee, profit and status.
    Log resale items The Reseller Profit Tracker's Items tab: one row per item from purchase to sale.
  5. The Mileage tab from the Tax Organizer, with dated trips, miles, rate, value and a Check column. The subtitle says it is not tax advice.
    Log mileage The Tax Organizer's Mileage tab, with dated rates that you can edit. It adds up records and gives no tax advice.

Compatibility and file formats

An .xlsx workbook with ordinary formulas. No macros and no add-ins. A script recalculated it in LibreOffice 26.8 and compared the results with a separate Python calculation. Another script confirmed it uses no LAMBDA, LET, XLOOKUP or spill formulas. A script also opened this file in Microsoft Excel for Mac 16.114.3 and ran a full recalculation: every cell matched the values stored in the file, with no error cells. That test did not type new data into Excel or look at the screen. Excel for Windows and Google Sheets have not been tried.

Instant download from Etsy · nothing shipped.

Video

Questions

Do the workbooks feed each other?

No. Each one stands alone.

Which file do I start with?

Unzip the one you need first and open its Start Here tab.

Can I buy just one?

Yes. Each of the four is also a separate listing in this shop.

Do I need all four?

Only if you sell physical stock and keep all of these records. A service business with no stock would not use the Inventory or Reseller files.

These files add up what you type. They give no tax, accounting or financial advice. Not affiliated with the IRS. License: for your personal use only. No resale or sharing of this file. AI helped write the listing text, the how-to text and the code that builds this file. Scripts tested: each of the four workbooks on 6 sets of test data, recorded on their own listings, and that each file in the zips is byte for byte the file sold singly. No person is claimed to have checked it unless stated here.

Related

This bundle contains: