Free Bookkeeping Templates for Excel and Sheets

Bookkeeping here is three calculators, not a software package. The profit and loss template excel is the month: income, expenses, profit. The balance sheet is one date. The expense report is the list of costs that feed the month.

Bright Mop Cleaning is the March profit sample. Harbor Goods is the March 31 snapshot, and the check row should be zero. Harbor Lawn is the expense log. Type the lines you actually have. Do not type the profit you wish you had.

None of these files a return. Read the disclaimer before you treat a profit number as tax advice. Keep one month in the profit file and one date on the balance sheet. If you copy March forward to April, clear the yellow amounts first or April will still show March. A month with no sales is still a month: type zero rather than deleting the income block.