Ten linked Excel and Google Sheets workbooks for running a small business.
Most template bundles are ten copies of the same idea. This one is ten different jobs — ledger, invoicing, pricing, cash flow, stock, orders, clients, break-even, tax and subscriptions — built to the same standard.
What is in it
- Income and expense ledger, and an invoice generator
- Product cost and pricing, plus a break-even planner
- Cash flow forecast and a tax set-aside tracker
- Stock, order and client trackers
- A subscription audit — usually the fastest money you will find
Who it is for
Anyone running a small business who is tired of buying one template at a time.
How it works
Microsoft Excel 2016 or newer on Windows or Mac, and Google Sheets — upload the file and open it with Sheets, every formula works. LibreOffice too. No macros, no add-ons, no account to create and nothing to install.
The download is instant. Every workbook ships twice: one with a worked example already filled in so you can see what each column expects, and the same file completely blank for your own numbers. A plain-English Start Here guide comes with it as a PDF.
Sold through my Etsy shop, ThePlainLedger, so the download, the payment and the buyer protection are all handled by Etsy. I never ask for access to anything — no password, no manager invite, no app permissions. You download a file; that is the whole transaction.