Easy Bookkeeping
Track income and expenses by category with automated dashboards for annual, quarterly, and period comparisons.
This bookkeeping template lets you log every transaction with date, invoice number, category, and amount. It automatically organizes your financial data and generates comparison tables and dashboards so you can see spending patterns across different time periods—monthly, quarterly, and annually—without manual calculations.
Ideal for small business owners and freelancers who need simple expense tracking without complex accounting software. It removes the tedium of manually sorting transactions and calculating period-over-period changes, giving you instant visibility into your cash flow by category.
What's inside
- Transaction logger with date, invoice, category, and amount
- Annual dashboard with year-to-date summaries
- Quarterly dashboard for Q-over-Q analysis
- Comparison table for custom date ranges
- Automated category totals and period calculations
- Multi-currency support
Download this template
.xlsx · 9 sheets · included with lifetime access
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