Planly Biz Books Lite
Simple Bookkeeping for Side Hustles · Google Sheets template
Simple books for side hustles and new shops. An easy Google Sheets bookkeeping template with a transaction log, monthly and annual reports and a sales tax tracker. Great for side hustles and new Etsy shops.
Take a tour of the sheet
Everything you need
Transaction log
Simple income and expense tracking.
Monthly & annual reports
Profit, revenue and expenses calculated for you.
Sales tax tracker
Sales tax collected vs. paid, month by month.
Set up in 4 steps
Make your own copy
After purchase, open the PDF from your Etsy downloads and click the template link. Google Sheets asks you to “Make a copy”, and the copy lands in your own Google Drive, private to you.
Complete setup
Choose your currency and start date and list your categories on BOOKKEEPING SETUP.
Log transactions
Add income and expenses on TRANSACTIONS as they happen.
Review monthly
MONTH and ANNUAL tabs summarize everything automatically.
Good to know
What's included in the Planly Biz Books Lite?
5 tabs: Bookkeeping Setup, Transactions, Month, Annual, Taxes. Everything is pre-built with formulas, so you only fill in your own information.
How do I get the template after buying?
Etsy gives you an instant PDF download with your template link. Open it, click “Make a copy”, and the sheet is saved to your Google Drive.
Does it work on my phone?
Yes! Open your copy in the free Google Sheets app on iPhone, iPad or Android. Setup is easiest on a computer.
Can I reuse it next year?
Yes. Make a new copy and change the year on the setup tab.
Is there a dark mode?
Yes, a Dark Mode edition is included free. It has the same tabs and formulas with a dark background that's easier on the eyes at night. Your download page has a button for each version, and you can keep both.
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