ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
2
3
INSTRUCTIONS
4
5
To maximize the use of this template, please take the time to read through the instructions found in this sheet. Here, you will see the function of each tab and learn more about the different terminologies used in the template. If you have trouble accessing the template, please read through the guide on How to Access the Template and follow the steps. If you have any questions or concerns, please just reach out to me on Etsy, and I will get back to you as soon as possible. Thank you so much for including The Weekly Crew as part of your business finance journey! I hope this template helps you reach your financial goals! Wishing you all the best! :)
6
7
8
9
HOW TO ACCESS THE TEMPLATE
10
J U M P T O I N S T R U C T I O N S
11
a step-by-step guide on how to access & edit the template
12
13
 SETUP 5-YEAR DASHBOARD
14
PLEASE DO NOT REQUEST EDIT ACCESS
15
To have edit access to the template, you must go to FILE and select MAKE A COPY. Otherwise, you cannot edit the template.
16
 INCOME, EXPENSES & BALANCE COMPARISON DASHBOARD
17
18
19
 ACCOUNTS CUSTOM DASHBOARD
20
21
22
 MONTHLY DASHBOARD SALES TAX
23
24
25
 ANNUAL DASHBOARD FAQs
26
27
28
29
30
PLEASE NOTE
31
32
please keep this in mind when using the template
33
34
PLEASE DO NOT EDIT CELLS WITH A BACKGROUND COLOR
35
Any changes made to these cells will show a warning before allowing you to edit the cell. Please refrain from altering these cells to avoid inaccuracies in the template.
36
37
REMOVING THE PROTECTION ON THE TABS
38
If you want to get rid of the sheet protection, please go to Data > Protected sheets and ranges. From there, select the tab and to the right, there should be a Trash icon. I highly advise against this, however! Altering or removing formulas in the spreadsheet will change how it works.
39
40
SAMPLE SPREADSHEET
41
To see how the spreadsheet will look like filled out, you may refer to the sample spreadsheet by clicking on the button below.
42
43
CLICK HERE FOR SAMPLE SPREADSHEET
44
45
46
VIDEO TUTORIAL
47
CLICK HERE TO WATCH VIDEO TUTORIAL
48
49
50
51
52
ABOUT THE SPREADSHEET
53
54
55
The Easy Bookkeeping Spreadsheet gives you an overview of your entire business at a glance. It allows you to:

1. See your total income, expenses, and profit monthly, yearly, and over a 5-year period. Customize views through the Custom Dashboard.
2. Set profit goals and check your business's growth for up to 5 years through the Five-Year Dashboard.
3. Compare financial performance on any 3 date ranges through the Comparison Dashboard (perfect for month-on-month comparison!)
4. Know your biggest expenses and easily pinpoint where you can cut unnecessary spending to increase profits.
5. Track your taxes on a monthly and yearly basis
6. Use the spreadsheet year on year without needing to duplicate the file
56
57
58
59
60
61
62
FISCAL YEAR VS. CALENDAR YEAR
63
64
65
A fiscal year is a 12-month period that companies use for their financial reporting. A fiscal year may start on January 1st and end on December 31st. However, a business may also opt to start their reporting on October 1st and end on September 30th, for example. A calendar year, on the other hand, is fixed to start on January 1st and end on December 31st. Below is a table to illustrate the difference.
66
67
68
Coverage PeriodLabelTHE FISCAL YEAR IS REFERRED TO AS THE YEAR YOUR COVERAGE PERIOD HAS ENDED.

If your fiscal year is from Jul 1, 2024 to Jun 30, 2025, this is called:
Fiscal Year 2025, or FY 2025.
69
Jan 1, 2024 to Dec 31, 2024Calendar Year 2024 or CY 2024
70
Oct 1, 2024 to Sep 30, 2025Fiscal Year 2025 or FY 2025
71
Apr 1, 2025 to Mar 31, 2026Fiscal Year 2026 or FY 2026
72
73
IN THIS SPREADSHEET, ALL YEARS WILL ONLY BE LABELED AS THE YEAR NUMBER ITSELF.
SO FOR FISCAL YEAR 2025 OR CALENDAR YEAR 2025, THIS WILL SIMPLY BE REFERRED TO AS 2025.
74
75
76
77
78
SETUP TAB
79
80
easily input your starting data to begin using your spreadsheet
81
82
83
84
85
86
STEP 1. SET THE CURRENCY OF THE ENTIRE TEMPLATE
87
The spreadsheet can be used with any currency. By default, the currency's template is set to dollar ($). If this is not your currency, enter your currency symbol in the white box under the Set Your Currency field. You may copy and paste from the symbols below the white box.
88
89
90
91
92
93
94
95
96
STEP 2. SELECT YOUR START MONTH & ENTER YOUR START YEAR
97
The Easy Bookkeeping Spreadsheet allows you to start budgeting on any month of the year. If you've purchased this spreadsheet on July, for instance, you may select the start month to July. The spreadsheet will automatically update your Annual Dashboard to start on July. Next, please type in the year in the Enter Your Start Year field.
98
99
100