A Google Sheets bookkeeping template built by a professional bookkeeper. If QuickBooks feels like overkill for your business, this is what you've been looking for. Track income and expenses, see your profit in real-time, and generate tax-ready reports—all without the subscription fees or accounting software overwhelm.
For solopreneurs who want organized finances without the QuickBooks commitment.
One-time payment. Works in Google Sheets. Yours forever.
You're a solopreneur, freelancer, or consultant who needs to track income and expenses but doesn't need full accounting software. You want to know if you're profitable and have organized records for tax time. QuickBooks feels like too much (and costs too much). You're comfortable with spreadsheets and want something simple that just works.
You need inventory management, invoicing, or bill payment features. You have employees and need full payroll processing. You require integration with your bank for automatic transaction import. Your accountant requires QuickBooks specifically. You're looking for a complete business management system.
Coaches, consultants, freelancers, side hustlers, and service-based solopreneurs doing $500/month to $100k/year who want clean books without the complexity or recurring costs of traditional accounting software.
Make a copy to your Google Drive. Run the one-time setup script. Enter your license key. Start tracking. The whole process takes about 3 minutes.
See your total income, total expenses, and net profit update automatically as you enter transactions. Filter by month, quarter, year, or custom date range.
Quick Entry for one transaction. Bulk Entry for several at once. CSV Import for uploading bank statements. Pick the method that fits your workflow.
Generate Profit & Loss statements with one click. Pull income or expense reports by category or detail. Export as PDF or Excel. Everything your accountant needs.
Pre-loaded with common income sources and expense categories. Add, edit, or remove categories through the menu to match your business.
Everything works through a custom menu at the top of the sheet. Click what you need, fill in the form, save. No cell editing or formula knowledge required.
Set monthly budgets for each expense category and track your actual spending against your plan. The dashboard automatically shows you Budget vs Actual so you can stay on track. Quick setup presets help you get started based on your business size.
Generate estimated tax liability reports based on your actual earnings. See your gross revenue, deductible expenses by category, net income, and estimated quarterly tax payments—all in one report. Perfect for planning ahead and avoiding tax season surprises.
Simple popup forms walk you through adding income or expenses. Fill in what you know, skip what you don't, and save. The dashboard updates instantly.
Every feature—adding transactions, importing data, generating reports, managing categories—it's all accessible through one menu. No hunting through tabs or guessing where things are.
Professional Profit & Loss statements with all your income by category, expenses by category, and net profit. Download as PDF or Excel and send straight to your accountant.
Download your bank CSV, upload it here, assign categories, and dozens of transactions are tracked in minutes. This feature alone saves hours every month.
Start with pre-loaded business categories, then add your specific income sources and expense categories. One click per category. Simple customization through the menu.
$27. That's it. No monthly fees that slowly bleed you dry. No "oops, price went up!" emails. You buy it, you own it, forever. Like software used to work.
Click the link. Make a copy. Run the setup wizard. Seriously, my tech-phobic aunt did this in 47 seconds. (Yes, I timed her.) If you can use Google, you can do this.
Add your first transaction. Watch your dashboard light up. Generate your first report. That feeling? That's what being in control of your business feels like.
It's a Google Sheets template with custom scripts (Google Apps Script) built in. You make a copy to your Google Drive, and it becomes your personal bookkeeping file. The scripts automate the menus, forms, and reports.
No. The template is designed for solopreneurs, not accountants. Everything is menu-driven with simple forms. You enter transactions like you'd fill out any form online.
No. One-time payment of $27. You own the template forever. No monthly fees.
A free Google Account and internet connection. The template works in Google Sheets (free). No other software needed.
Yes. The template comes with common business categories pre-loaded, but you can add, edit, or remove categories through the Settings menu.
Share your Google Sheet with them like any other Google Doc. They can view it, download reports, or make edits if you give them permission.
Yes. The template lives in YOUR Google Drive. BalanceWise Books never has access to your financial data. It's as secure as any file in your Google Drive.
Yes. The Google Sheets app (free for iOS and Android) supports the custom menus. You can add transactions and view your dashboard from your phone.
Solopreneurs, freelancers, consultants, coaches, and small service businesses who want simple bookkeeping without QuickBooks complexity or cost. Good for businesses doing $500/month to $500k/year.
Your purchase includes a personal license for you to use across all your devices and businesses. Please don't share your license key or template link. If someone else wants it, they can purchase their own copy at balancewisebooks.com.
Email meta@balancewisebooks.com and I'll respond within 48 hours. You also get a Quick Start Guide with your purchase.
A functional, professional bookkeeping template. One-time payment. No subscription.
QuickBooks Online: $30/month = $360/year = $1,800 over 5 years
This Template: $27 once. Use it as long as you need it.
This template is built by a professional bookkeeper who understands what solopreneurs actually need—organized income and expense tracking, clear profit visibility, and tax-ready reports. No features you won't use. No complexity you don't need. Just functional bookkeeping in Google Sheets.