Simple Bookkeeping (auto P&L)
Checkout link added at launch (Phase 5).
- ⚡ Instant digital download
- 📄 Works in Google Sheets & Excel
- 🔒 Secure checkout · pay once, no subscription
Tax season without the panic. Log what comes in and goes out — get a finished P&L automatically.
You didn't start this business to become a bookkeeper. But every year, tax time arrives like a wall: a year of transactions you never sorted, receipts everywhere, and the dread of trying to build a profit-and-loss statement from scratch in a weekend.
This is the calmest version of bookkeeping there is. You enter each transaction in one simple ledger — one combined dropdown, and the sheet figures out income versus expense for you. In return you get a real, presentable profit-and-loss statement that updates itself, plus a full-year dashboard you can drill into by month.
✅ What it does for you
- A finished P&L — gross profit and net profit, laid out like a real statement, not a pile of cells.
- One simple ledger to keep all year: log it once and you're done.
- Drill into any month to see exactly where the money moved.
- Walk into tax time calm and organized, with the numbers already done.
⚡ What's inside
- A Dashboard for the whole-year view at a glance.
- A real P&L statement tab you can show an accountant or yourself.
- A Ledger with one smart Category dropdown — no fragile income/expense toggles to manage.
- A Settings tab for your own categories, with an "other" catch-all so the P&L always reconciles.
- Demo data to learn from: the sample shows $4,310 net profit for the year, with February drilling down to $1,915. Categories are organizing buckets to keep you sane — not tax advice.
💡 Who it's for
The seller past the hobby stage who's done dreading tax season — Etsy, Shopify, and digital sellers who want real books without hiring anyone or learning accounting software.
🎁 What you get
Instant download. Works in Google Sheets and Excel. One-click copy, Start-here guide, demo data. Pay once — it's the premium anchor of the toolkit, and it's yours for good.
❓ FAQ
Is this real accounting software?
Do I have to label every transaction as income or expense?
Is this tax advice?
Excel or Google Sheets?
This is where the whole toolkit lands at year-end. Get it with the other four in the Complete Bundle and save.