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HerDataStudio

Super Easy Bookkeeping (Excel & Google Sheets)

Super Easy Bookkeeping (Excel & Google Sheets)

7 total reviews

Regular price $35.00
Regular price Sale price $35.00
Sale Sold out
Version - Excel or 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 take control of your business finances and stay organized. 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 is available in 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 customize 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 
✭ Both clean version and reference version with sample data
✭ Select Excel or Google Sheets version
✭ 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

💫 CUSTOMIZE 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 

💫 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!

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Customer Reviews

Based on 7 reviews
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S
Spring

This template works well for our business. Dashboard is nice

L
Lawrence B.

Very good would recommend. Video tutorial was helpful

J
Jason89

Works great. Thank you!

S
Selina

I would recommend this product to others.

V
Veron

fancy! I love it