Business Bookkeeping Bundle

Navigate the numbers, conquer your financial future with ease.

About This Bundle

Made for entrepreneurs looking to streamline their finance and grow their business, our Business Bookkeeping Templates Bundle gives you the tools to efficiently track your finance records, manage your inventory operations, and discover insights for better informed business decisions.

YOUR 2-SPREADSHEET BUSINESS BOOKKEEPING BUNDLE includes:

1️⃣ Business Bookkeeping Dashboard • 7 tabs & Instructions

2️⃣ Automated Inventory Manager • 7 tabs & Instructions

About Each Template

1️⃣ BUSINESS BOOKKEEPING DASHBOARD

• Visualize your cash flow to prioritize high performing income streams & streamline your expenses
• Catch trends and discover insights across your profit, revenue, expenses, and taxes
• Monitor your financial health on our automated annual & monthly business dashboards

2️⃣ AUTOMATED INVENTORY MANAGER

• Make informed decisions on future orders with our Restock Alerts and Purchase & Sales Order Trackers
• Track your inventory life cycle from production to sales with automated stock status reports
• With a simple mouse hover, our data dictionary defines metrics & formulas saving you time Googling them

What's Included in Each Template

The bundle includes 1 PDF file containing links to 2 spreadsheets.

🔸 File 1: BUSINESS BOOKKEEPING DASHBOARD

The file contains 7 main Tabs & 1 additional User Guide tab.

• Tab 1: Annual Overview Report (Fully Automated)
  

  

  
  

• Tab 2: Monthly Overview Report (Full Automated)

  

  
  

• Tab 3: Revenue Tracker

  

  
  
• Tab 4: Expense Tracker

  

• Tab 5: Sales Goals and Expense Budget

  

• Tab 6: Sales Tax Tracker

  

• Tab 7: Settings
  

  

  
  

🔸 File 2: INVENTORY MANAGEMENT

The file contains 7 main Tabs & 1 additional User Guide tab.

• Tab 1: Inventory Report

  

• Tab 2: Product Inventory Tracking

  

  
  
• Tab 3: Material & Supply Inventory Tracking
  

  

• Tab 4: Vendor Tracker

  

• Tab 5: Purchase Order Tracker

  

• Tab 6: Sales Order Tracker

  

• Tab 7: Settings

  

  
  

FAQ

How do I receive the file?

Upon purchase, you will instantly be redirected to an Instruction page including a PDF file containing your template download link (if you purchase an Excel version) or a link to generate a template copy (if you purchase a Google Sheet version). You’ll also receive an email with the link to the template.

Can I customize the spreadsheet to my preference?

Our spreadsheet is designed to be flexible and customizable, so you can tailor it to your specific business needs. You can easily add or remove columns, change the layout, and adjust the formulas to fit your unique accounting practices.

As you customize the spreadsheet, you'll see some pop-ups warning you to not change the cell. This is because auto-populated cells are formula protected to prevent accidental changes that resulted in wrong calculations.

To remove formula protect settings, go to Menu > click Data > click Protected Sheets and Ranges > remove the protected cells and ranges that you no longer wish to keep.

What if I need customization support for the template ?

Kindly email us at contact@hellotemplately.com and let us know the details. Once we know what you need, we can get you where you want to be.

About the Creators

We're a team of business template creators from Hello Templately - a data consultancy helping professionals maximize what matters with streamlined reports, custom dashboards & good recommendations.

Visit hellotemplately.com/#about to learn how we can help your team move forward.

For any questions, get in touch with us at contact@hellotemplately.com