Self-Employed Bookkeeping Spreadsheet

Track your income and expenditure with this simple bookkeeping spreadsheet template for the self employed and sole traders

bookkeeping spreadsheet £29

Quick to Setup. Easy to Use. Even if you Hate Spreadsheets.

This simple bookkeeping spreadsheet is designed for the unique accounting needs of the UK Sole Traders and Self-Employed Business Owners.

The template comes with all the formulas you need so you can track your income and expenses, estimate your taxes in real-time, a dashboard to quickly see key accounting information and more.

Feel confident that you are recording the right numbers and information
for your tax return

One-time fee. No monthly subscriptions. Only opens in Google Sheets

If you handle your own small business accounting, then using a spreadsheet is an easy way to track all basic financial information that you’ll need.

It comes with an easy to follow set-up guide so you can get your accounts started in less than 1 hour along with 7 days support from the date of purchase to answer any of the questions you have while you get comfortable using the spreadsheet.

An all-in-one accounts template that automatically calculates the numbers you need to track when you're self-employed and makes it easy to stay on top of your bookkeeping and invoicing.

FEATURES INCLUDE:

CUSTOMISABLE CATEGORIES

Set up your own income and expense categories 

EASY ALLOCATIONS​

Choose income and expense categories from the automatic drop-down menus to allocate your numbers quickly

INCOME AND EXPENDITURE TEMPLATE

The template automatically adds up all your income and expenses by category each month, so you can quickly and easily review your accounts to see how you’re getting on with your sales and what you are spending your money on 

USE OF HOME

Reduce your tax bill by entering a tax adjustment for use of home each month directly into the accounts template

MONTHLY BOOKKEEPING CHECKLIST

Be reminded of the monthly bookkeeping tasks you should be doing with the checklist

A UK TAX CALCULATOR

The spreadsheet includes a self-employed and sole trader tax calculator (2020/2021) which  automatically estimates how much tax you owe, so you can tuck away your tax money every month

A SINGLE TAB WITH ALL THE NUMBERS YOU NEED FOR YOUR TAX RETURN

The template includes a summary tab, automatically adding up your income and expenditure so you’ll have the numbers you need to fill out your tax return or to give to your accountant

MILEAGE CLAIM FORM

Claim for business travel using the in-built mileage claim form template. Your monthly mileage is automatically included in your expenses each month, using HMRC approved rates for the self-employed

A TIME TRACKER

Log your time using the timesheet tab to learn where you are spending the most time and never forget to bill a client for your time again

AN INVOICE TEMPLATE

Invoice quickly by adding your clients to the customer address book so details are automatically pulled into the invoice template, ready for you to PDF and email

ANNUAL BUDGETING

Stay in control of your money with an income and spending plan for the year, whether you want to get a handle on your spending or just want security that you’ll be able to pay yourself a regular wage

CHECK HOW YOU'RE DOING

Monthly and quarterly, check how you are getting on against what you planned with the automated summaries. Nip problems in the bud, avoid difficult situations or identify incomes streams you can focus on growing

REVIEWS

Your bookkeeping spreadsheet is fantastic. I always had issues with spreadsheets. But this made it easy to keep control of expenses and invoices. Very well made. I would definitely recommend it.

What You'll Receive

A Google-sheets template, a step-by-step guide to get you started, 7 days of support from the date of purchase and confidence you are recording the right numbers.
A one-time fee. No monthly subscriptions.

Normally £79. Introductory Price For a Limited Time Only.

This product is not suitable if you are VAT registered or have a Limited Company. It only opens in Google-Sheets.

Take a Look Inside.....

FAQs

Can I make copies of the accounting spreadsheet template?

The bookkeeping template is yours to keep, so you can make as many copies as you like. That means if you have more than one business, you'll only need to pay once and make copies of the spreadsheet to use for each business.

Do I need to buy a new bookkeeping spreadsheet every tax year?

The in-built tax calculator is for the UK tax year 2020/2021, so you would need to buy a new version of the template if you wanted one with the latest rates next tax year.

Can different people access the spreadsheet from different devices?

The accounting spreadsheet is created in google sheets, so you can easily share and access the file from different devices. That means you can easily share it with your accountant or do accounts on others peoples behalf.

Can I personalise the accounts spreadsheet?

You can change the colours and add your logo to your copy of the template. You can also see the formulas, but I don't recommend changing them because it could affect functionality.

Do you do refunds?

As this is a digital product I am unable to issue refunds.

Normally £79. Introductory Price For a Limited Time Only.

This product is not suitable if you are VAT registered or have a Limited Company

anita forrest

ABOUT THE CREATOR

Hi I’m Anita – Chartered Accountant, spreadsheet geek and money nerd! I’ve been self-employed for nearly a decade and in that time I’ve developed my own simple solutions to managing my money so that I always get paid, stay prepared for tax-time and makes my hard earned cash work for me.

I created the ‘Go Self-Employed’ website to share my knowledge with other self-employed business owners, so they can learn how to manage their finances without the fear they have missed something, paid too much tax or made money mistakes that can undo all their hard work.