Small Business Tracker Spreadsheet | Excel & Google Sheets | Tidy Ledger

Tidy Ledger is a calm, clean small business tracker for makers, online sellers and freelancers. Log your sales and expenses, and it builds your profit and loss, tracks invoices and stock, and tells you how much to set aside for tax.

Why you'll love it

• A dashboard that updates itself: income, expenses, net profit and margin for the year, a tax set-aside figure, this month vs last month, and total unpaid invoices.
• Charts: income vs expenses by month, profit so far, expenses by category, and income by sales channel (Shopify, Etsy, markets and more).
• Profit & loss that fills itself: month by month, by category, with fees, margin and running profit.
• Invoices that mark themselves paid: log a payment with the invoice number and the balance updates. Overdue invoices are flagged.
• Printable invoice maker: choose an invoice, add your line items, and print a clean PDF with your business details.
• Inventory & pricing: units sold count straight from your sales, with margins and low-stock alerts.
• Tax set-aside: set a % of profit to save each quarter and track what you've actually put away, plus deductible-expense and mileage helpers.
• Revenue goals: monthly goals with progress bars and a yearly goal ring.
• Also included: clients, subscriptions & tools with renewal reminders, a mileage log, notes, and a Phone View tab.
• Any currency: set to ₱ by default, changeable in one cell.

What's inside: 16 tabs

Start Here · Setup · Dashboard · Phone View · Income · Expenses · Profit & Loss · Tax Set-Aside · Invoices · Invoice Maker · Clients · Inventory · Revenue Goals · Subscriptions · Mileage Log · Notes

What you get

• 2 spreadsheet files (.xlsx): one filled with a sample shop to explore, and one blank for your business
• A Start Here PDF with step-by-step setup

Works in

• Microsoft Excel: open the .xlsx file
• Google Sheets: upload to Google Drive, then File › Save as Google Sheets

Good to know

• This is a digital product. No physical item will be shipped.
• The tax set-aside is a savings guide, not tax or accounting advice.
• Formulas are protected (no password) so they don't break by accident; input cells are lightly tinted.
• For personal use. Please don't resell or share the files.