Small Business Income and Expense Tracker Spreadsheet UK, Etsy Seller Bookkeeping, Profit and Mileage Log, Google Sheets & Excel

Stop dreading your Self Assessment. Log your sales, costs and mileage as you go and let this calm little spreadsheet do the sums for you, all year round. ♡

★ WHAT'S INCLUDED
• Income & Expense Tracker (.xlsx) with 7 tabs: Instructions, Settings, Dashboard, Income, Expenses, Mileage, Monthly Summary
• How-To-Use guide (PDF) for Google Sheets, Excel and your phone

★ DETAILS
• Set for the UK tax year (6 April to 5 April), months run 6th to 5th so totals line up
• Income log with platform dropdown: Etsy, Shopify, TikTok Shop, Amazon, Website, In person, Other. Gross, fees and net
• Expenses log with 11 HMRC-style allowable expense groups and a receipt kept Y/N column (missing receipts turn pink)
• Mileage log at 45p then 25p per mile after 10,000 miles, worked out automatically (rates are editable)
• Monthly Summary with profit for each month, totals by expense category and income by platform
• Dashboard with profit, profit margin, a tax pot guide, VAT threshold watch and four charts
• VAT registered or not: a simple Yes/No switch reminds you how to enter amounts
• Soft sage and cream design, built with standard formulas only (no macros)

★ PERFECT FOR
• Etsy sellers and handmade businesses
• UK sole traders, side hustles and small shops
• Crafters, makers, small studios and print-on-demand sellers
• Anyone who wants their numbers ready for Self Assessment or their accountant

★ HOW IT WORKS
1. Purchase and download the file from your Etsy Purchases page.
2. Upload it to Google Drive and open with Google Sheets (or open in Excel / Numbers).
3. Fill in Settings, then log sales, costs and mileage as you go. The summary and dashboard do the rest.

★ PLEASE NOTE
• This is a record-keeping tool, not tax or accounting advice. Please check with an accountant or HMRC if you're unsure.
• This is a DIGITAL DOWNLOAD. No physical item will be sent.
• For personal use only. Please don't share, resell or redistribute the file.
• Works in Google Sheets (free), Microsoft Excel and Apple Numbers. A free Google account is all you need.
• Colours may vary slightly between screens and devices.
• Due to the nature of digital products there are no returns or refunds, but if anything isn't right please message me and I'll happily help.

Thank you for supporting a small UK business ♡ Hello Beautiful Designs

This spreadsheet was designed by me with the help of AI tools, and the mock-up images were also created with AI.