Small Business Spreadsheet Bundle – Bookkeeping, Invoices and Projects for Excel and Google Sheets
Organize business money, client billing and projects with three spreadsheet tools for Excel and Google Sheets: Side Hustle Income and Expense Tracker, Invoice and Quote Tracker, and Gantt Project Tracker.
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WHAT'S INCLUDED (4 files)
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1. Start Here guide (PDF): what's in each folder and which order to set things up.
2. Side Hustle Income and Expense Tracker (ZIP): Start Here PDF, sample workbook and blank workbook.
3. Invoice and Quote Tracker (ZIP): Start Here PDF with Google Sheets make-a-copy links, sample workbook and blank workbook.
4. Gantt Project Tracker (ZIP): Start Here PDF and the project workbook.
These are the same files as the three single listings.
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SIDE HUSTLE INCOME AND EXPENSE TRACKER
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• Income, expense and mileage logs with drop-down categories
• Tax set-aside estimator and quarterly payment planner
• Schedule C category summary and monthly profit dashboard
• Mileage log using the 2026 IRS standard mileage rates
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INVOICE AND QUOTE TRACKER
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• Printable invoice and quote templates
• Quote-to-paid workflow with status tracking
• "Who owes you" receivables view and payment log
• Client list and ready-to-edit email text templates
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GANTT PROJECT TRACKER
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• Auto-drawing Gantt chart timeline
• Project dashboard with progress by task
• Daily and weekly views
• Risk log and milestone tracking
The three tools are separate workbooks and don't sync with each other. Follow the guide for each tool.
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GOOD TO KNOW
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• This is a digital download. Nothing physical will ship. You'll receive a download link after purchase.
• Works in Google Sheets (free Google account) and Excel 2016 or newer. Not built for Numbers.
• The sample data uses fictional names and businesses.
• The tax tools are estimates for planning only. They are not tax advice, so please check with a tax professional.
• For personal or single-business use. Please don't resell or share the files.
• Because this is a digital download, I can't offer returns. If something isn't working, contact us through the shop and we'll help.
Questions? Contact us through the shop and we'll help.
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