Super Easy Bookkeeping (Excel & Google Sheets)

🚀 Supercharge growth with actionable insights 
At HerDataStudio, we champion hassle-free, data-driven decisions; gone are the days of tedious manual processes. Our template is designed to help businesses and entrepreneurs optimise their business management with ease. Whether you're a newcomer or seasoned pro, this template jumpstarts your journey with ease. 

Leverage this automated template to manage and track income, expenses and get a clear view of your profits against targets. The automated dashboards comes with insightful charts, drill-down details and provide clear views of your income and expense flows. It also allows you to track performance vs. your profit goals so that you can keep yourself and your team focused on targets. The spreadsheet supports over 20 currencies and automatically converts inputs in various currencies to outputs in your desired currency. Looking for something different? If you can't find the perfect template for your use case, we are also available for custom requests (limited slots only). Do drop us a message to explore. 

This product includes both Excel and Google Sheets versions and comes with step by step instructions & video guide. Please note that creating a google account is 100% free.

▶️ DASHBOARD PREVIEW


💫 DESIGNED FOR YOU
This template is designed for users who want to get up to speed quickly with data-driven decision making and effective performance tracking. It's most suitable for small businesses owners, resellers, entrepreneurs, consultants and freelancers.

💻 SPECIFICATIONS
Our Easy bookkeeping template allows you to auto-generate a monthly and yearly dashboard tracker to manage income and expenses. It includes a goal / target tracker so that you can ensure you keep yourself and your team focused on results. The template auto-calculates important metrics including taxes & auto-populates professionally formatted views so that you can focus your time on growing your business. You can easily customise the dashboard for your needs. We provide you with a clean template as well as a populated template with sample data for reference.  It comes in both excel and google sheets.

🛒 INCLUDED IN THE PURCHASE 
✭ Excel templates (both clean version and reference version with sample data)
✭ Google sheet templates (both clean version and reference version with sample data)
✭ Month tracker dashboard view
✭ Yearly tracker dashboard view
✭ Profit goals / targets tracking
✭ Profit analysis
✭ Income input log
✭ Expense input log
✭ Written instructions and Video Guide

Additional Features
✭ Trend visualization
✭ Automated calculations and dynamic outputs 
✭ Automated tax calculations
✭ Supports over 20 currencies
✭ Flexible dates and currency (Can use multi-year, essentially forever!)
✭ Easy one click drop-down selections

💫 CUSTOMISE FOR YOUR BUSINESS
‣ Includes over 20 income sources (flexibility to add more)
‣ Includes over 20 expense categories (flexibility to add more)
‣ Includes over 20 currencies (flexibility to add more)
‣ Edit date range based on your data availability 
‣ Personalize colors 

💫 YOU WILL NEED
‣ A device with internet access (desktop, laptop, tablet) 
‣ A Google account (it's 100% free) 
‣ Your own transaction data (to customise to your business metrics)

💫 HOW IT WORKS
1. Purchase (Instant Download)
2. Receive access link to the template(s) 
3. Open spreadsheet & make your personal copy 
Get set up & start tracking within minutes!

TERMS AND CONDITIONS

NO REFUNDS OR CANCELLATIONS

This is a digital download. No physical items will be sent after purchase. Due to the digital nature of the product, all sales are final, and no refunds or cancellations will be issued.

LICENSE AND USAGE RIGHTS

FOR PERSONAL OR SINGLE-BUSINESS USE ONLY

• Templates purchased from HerDataStudio are licensed for personal use or single-business use only.
• You are not authorized to:
  • Distribute, resell, or share the templates in their original or modified form.
  • Sublicense, duplicate, or reproduce the templates for commercial purposes.
  • Use the templates as part of any paid service, course, or product offering without explicit written consent from HERDATASTUDIO PTE. LTD..

PLATFORM-SPECIFIC USAGE

• Google Sheets: Templates are provided as a link to a shared file that must be copied and saved to the user's Google Drive. Redistribution or sharing of the copied file is strictly prohibited.
• Excel: Templates are provided as downloadable files. Redistribution, reselling, or sharing the file in its original or modified form is strictly prohibited. 

  Note that our Excel templates are built using the latest version of Microsoft Excel. While we strive to ensure compatibility with various Excel versions, we cannot guarantee full functionality on older versions or non-standard software. If you encounter issues, please reach out to us. We will do our best to help resolve any concerns.

OWNERSHIP

By purchasing any product, you are granted a limited, non-exclusive, non-transferable license to use the template. Ownership of the intellectual property, design, formulas, and logic remains solely with HERDATASTUDIO PTE. LTD..

LIMITATION OF LIABILITY

While we ensure the highest quality of our templates:

• HerDataStudio is not liable for any errors, inaccuracies, or outcomes resulting from the use of these products.
• The user is responsible for ensuring compatibility with their software and systems.

PROHIBITED ACTIONS

• Altering the template for redistribution, resale, or public use.
• Removing or obscuring any copyright notices or branding included in the template.
• Sharing copies of the template or granting access to others outside the licensed user or organization.

For inquiries or feedback, please contact us via email at hello@herdatastudio.com

By completing your purchase, you acknowledge that you have read, understood, and agreed to these terms.