Build Your Bookkeeping Spreadsheet
A complete single-entry bookkeeping system you build and own in one sitting.
Finance & SpreadsheetsPDF · 7 pages· v1.0
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A complete single-entry bookkeeping system you build and own in one sitting.
Finance & SpreadsheetsPDF · 7 pages· v1.0
4.5A step-by-step guide to building a working bookkeeping spreadsheet for a small business or freelance practice, the companion to Bookkeeping Basics. Instead of paying for software you do not yet need, you will build a clean single-entry system that records income and expenses, categorises everything, tracks tax collected, and produces a simple profit summary and a reconciliation check. It is for sole traders, freelancers and very small businesses who want control and understanding before committing to accounting software. The guide assumes you grasp the basics (or have read the free companion) and focuses entirely on the build: the exact tabs, columns, dropdown categories and formulas. You will create a transactions ledger, a chart of accounts as a category list, an automatic monthly and yearly profit summary using SUMIFS, a tax-collected tracker so you never spend money you owe, and a reconciliation tab that flags when your books disagree with the bank. The guide explains every formula so you can extend it, and warns about the points where DIY bookkeeping commonly goes wrong. The outcome is a real, auditable record of your business finances that costs nothing to run and that you fully understand. You own the file; there is no subscription and no data sharing. The guide also tells you the signs that you have outgrown a spreadsheet and should move to dedicated software.
Single-entry, which is appropriate and far simpler for most sole traders and freelancers. The guide explains when your business has grown enough to justify double-entry software.
Not strictly, but it helps. This guide focuses on building the system; the free Bookkeeping Basics guide explains the concepts behind it. They are designed to work together.
It produces a clean, categorised ledger and profit summary that an accountant can work from easily. It is not a substitute for professional advice at tax time, but it makes that work cheaper and faster.
The guide has a section on this: signs include needing payroll, many transactions per day, multiple users, inventory, or accrual accounting. Until then a spreadsheet is genuinely fine.
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