Bookkeeping Tracker (Self-Employed)

About the Bookkeeping Tracker (Self-Employed)

You do not need complicated accounting software to keep clean books — you need one simple, organised ledger. This Bookkeeping Tracker lets self-employed people and small businesses record every bit of income and every expense in one place, with VAT and gross totals worked out automatically, and a dashboard that shows your profit and VAT position at a glance.

Log a transaction as income or expense, tag its category, and the tracker keeps a running total of your total income, total expenses, net profit, VAT collected, VAT paid and VAT due — plus an expenses-by-category breakdown so you can see where the money goes. It is everything you need to stay on top of your numbers through the year and hand clean figures to your accountant or self-assessment.

Built in Excel and Google Sheets with clearly marked input cells and sample entries, it works on any device. Please note it is a bookkeeping tool to organise your figures, not tax advice — always confirm with your accountant. For deeper VAT-by-quarter tracking, see our [VAT & Tax-Prep Tracker](#/product/vat-tax-prep-tracker).

Who it's for

What's included

• One ledger for income and expenses with categories
• VAT and gross totals calculated automatically
• Dashboard: income, expenses, net profit and VAT due
• Expenses-by-category donut
• Colour-coded entries; sample data included
• Works in Excel and Google Sheets, on any device

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Do I need accounting knowledge?

No — just log income and expenses; the tracker does the totals and VAT.

Is it a replacement for an accountant?

No — it organises your figures ready for your return. Always confirm with a qualified accountant.

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Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.