Small Business Bookkeeping Template — IMA Planner
Small Business Bookkeeping · Version 3.0

Your whole business,
on one spreadsheet.
Finally.

The complete 14-sheet bookkeeping system for Shopify sellers, Etsy shop owners, and small retail businesses. Track income, expenses, taxes, mileage, and net profit — with five built-in dashboards that do all the math for you.

★★★★★ 4.9 · 2,400+ reviews Excel & Google Sheets Instant download
IMA Planner bookkeeping template
14
Connected Sheets
5
Dashboards Built-in
8,000
Transactions Capacity
$0
Monthly Fees. Ever.

Use it with your accountant. This template is designed to help you keep cleaner records all year and hand more organized numbers to your accountant. It is not a replacement for professional tax advice or enterprise accounting software.

Bookkeeping shouldn't steal your Sundays.

Most small business owners are stuck juggling five platforms, a shoebox of receipts, and a QuickBooks subscription they barely understand. There's a cleaner way.

You don't know your real profit
Shopify says one thing. Etsy says another. Your bank balance says something else. Without one central view, you're guessing at your actual margins — and usually guessing too high.
Tax season is a nightmare
Scrambling through receipts every April. Missing deductions worth thousands. Paying your accountant more to clean up the mess than to actually file.
Accounting software is overkill
$30/month for 200 features you'll never touch. Forced workflows. Locked-in data. All to track numbers a clean spreadsheet handles in half the time — for a one-time fee.

Every month without this template
costs you $83.

That's $1,000/year in QuickBooks fees, missed deductions, and hours of wasted time. Our template pays for itself in the first week.

Without IMA Planner
$1,000+
per year in software & lost time
  • × $360/yr QuickBooks subscription
  • × 5+ hours/month manual tracking
  • × $1,100+ missed deductions*
  • × Tax season panic every year
With IMA Planner
$29
one-time · yours forever
  • 5 built-in dashboards
  • 15 minutes to set up
  • IRS-compliant mileage tracker
  • Lifetime updates included
You save $971+/year

*Based on IRS standard mileage rate of $0.67/mile × average 1,640 business miles per small business owner per year.

The math is simple — $29 today saves you $1,000+ this year.
Start Saving Now — $29 One-Time
✓ 30-day money-back guarantee · ✓ Instant download · ✓ Pay once, own forever

14 sheets. One system. Zero bloat.

These are real screenshots of the actual template — or try the live demo.

Swipe to explore all 14 sheets
01Instructions
02Setup
03Income Log
04Expenses Log
05Balance
06Accounts
07Monthly Dashboard
08Annual Dashboard
095-Year Dashboard
10Comparison Dashboard
11Custom Dashboard
12Sales Tax
13Mileage Tracker
14Balance Sheet

Five dashboards, one click away.

Instead of one cluttered view, you get five purpose-built dashboards — so you can zoom in on this month, review the year, compare periods, or forecast across five years. Every number updates automatically from your income and expense logs.

01
Monthly Dashboard
Pick any month. See total income, expenses, net profit, top-spending categories, and a daily breakdown chart. Ideal for weekly reviews.
View Live
02
Annual Dashboard
Full calendar year view: YTD totals, profit margin, month-by-month P&L chart, and income-source breakdown. Your year at a glance.
View Live
03
5-Year Dashboard
Long-term growth view across five years. Spot trends, compare performance, see whether you're actually scaling — or just spinning your wheels.
View Live
04
Comparison Dashboard
Pit any two time periods against each other. Q1 vs Q2. This year vs last. Before the price change vs after. Every KPI side-by-side with percentage change baked in.
View Live
05
Custom Dashboard
Pick any start and end date you want — a campaign window, a tax quarter, a launch period — and get a full P&L for that exact range. Unlimited flexibility.
View Live

Five dashboards that do all the math for you. No formulas to build. No pivot tables.

Get All 5 Dashboards — $29
✓ Excel & Google Sheets · ✓ Instant download · ✓ 30-day guarantee

Built for any small business that needs clear books.

Whether you sell online, in person, or both — this template adapts to your business. Customizable categories, multi-currency support, and dashboards that work for every industry.

Online Sellers
Shopify, Etsy, Amazon, eBay — track sales across every platform with fees and shipping built in.
Brick & Mortar
Physical stores, boutiques, markets — POS-friendly entry format that works with any cash register or terminal.
Freelancers & Consultants
Service-based businesses, freelancers, coaches — track project income, affiliate commissions, and business expenses.
Any Small Business
Contractors, agencies, food trucks, gyms, tutors — if you earn money and spend money, this template keeps it organized.
Not for: payroll-heavy businesses, bank-feed automation needs, multi-user accounting teams, or enterprise finance — this is a small-business bookkeeping template, not a substitute for professional accounting software.

From zero to organized in 15 minutes.

No accounting degree. No 90-minute tutorial. No "book a call to get started." Download it, open it, fill it in — you're done.

1
Your files arrive instantly
Excel and Google Sheets versions download in seconds. Works on Mac, Windows, iPad, and mobile — open it wherever you run your business.
2
5 minutes of setup, done forever
Enter your business name, currency, and bank accounts once. Every dashboard, formula, and connection is pre-built — you never touch a formula again.
3
Your books run themselves
Log a sale or an expense — all five dashboards update automatically. No manual calculations. No pivot tables. No end-of-month spreadsheet panic.

Less software. More clarity.

You don't need an accounting suite — you need a clear view of your business. Here's how IMA stacks up against the usual suspects.

 
IMA Planner
QuickBooks
DIY Spreadsheet
One-time price
$29
$35/mo forever
Free (but...)
Setup time
15 minutes
2–4 hours
20+ hours
5 built-in dashboards
✓ Yes
Partial
Build yourself
Free demo available
✓ Yes
No
No
Owns your data
✓ You do
They do
You do
Works offline
✓ Yes
No
Yes
Mileage + sales tax + balance sheet
✓ All included
Higher tier only
No
Learning curve
Minimal
Steep
Huge

The Math

$391+
saved per year vs QuickBooks
QuickBooks Monthly Fee $35 × 12 = $420
IMA Planner One-Time $29 ÷ 5 years = $6/yr
Mileage Deduction Savings* $1,100+

*Based on average user mileage deduction claims

2,400+ small businesses already running on it.

Real reviews from real owners running real businesses.

Jenny review screenshot
★★★★★

"Would give 100 stars if I could. I was about to pay for QuickBooks and someone told me to get on Etsy and find a spreadsheet. I'm so glad I did. This one is perfect for a small business with multiple streams of income. I'm an Etsy seller with 2 websites and an affiliate for multiple brands. This spreadsheet does everything I need and more."

J
Jenny
Etsy seller + affiliate
Verified Purchase · Jan 27, 2026
Sonia review screenshot
★★★★☆

"I really like this program. It makes keeping track of my business so much easier. It's easy to use, too. I rated 4 stars because I'm not that tech savvy and don't know how to change most stuff — but that's on me, not the product."

S
Sonia & Nicholas
Small business owners
Verified Purchase · Mar 22, 2026
Dana review screenshot
★★★★★

"Love this! It's a perfect, all-in-one system for my new business. Easy to download and get to work right away!"

D
Dana
New small business owner
Verified Purchase · Mar 12, 2026
★★★★★

"This spreadsheet is very helpful in tracking my horse business! Works great and the instructions are super clear."

C
Cindy
Equestrian business owner
Verified Purchase · Feb 9, 2026
★★★★★

"I am incredibly impressed with this bookkeeping spreadsheet — exactly what our small business needed. The customer support and setup video are excellent!"

S
Stacy
Small business owner
Verified Purchase · Feb 6, 2026
★★★★★

"Really liked this format over others I had purchased. Well set up and very helpful for small businesses. Easy to navigate."

C
Chelsea & Michelle
Small business owners
Verified Purchase · Feb 14, 2026
★★★★★

"I needed a good bookkeeping template to keep track of business income and expenses. This works great — super easy to use and very helpful for a small business. Thank you!"

M
Macie & Shae
Small business owners
Verified Purchase · Mar 23, 2026
★★★★★

"Such a wonderful product and very organized. Thorough template and instructions seem clear."

C
CKN
Etsy buyer
Verified Purchase · Apr 8, 2026
★★★★★

"About to start using it — I'm excited starting my side hustle with my girls. Girlhood & Co. coming soon! Very helpful to start organizing your finances!"

K
Kayli & Audrey
New side hustle founders
Verified Purchase · Feb 3, 2026
★★★★★

"Wonderful for taxes. It works great — the instructions are super clear when explaining the performance and personalization changes!"

T
Tatiana & Taylor
Small business owners
Verified Purchase · Feb 2, 2026
★★★★★

"Works great! And it's super pretty! Great workbook, love the aesthetic."

S
Stephen & Mallory
Small business owners
Verified Purchase · Mar 3, 2026
★★★★★

"Great product, easy to use and as described. Works just as I need it to — simple to use. Would highly recommend."

B
Brooke, Kiah & Sally
Small business owners
Verified Purchase · Mar 16, 2026
🇺🇸 🇬🇧 🇨🇦 🇦🇺 🇪🇸 🇩🇪 🇫🇷 🇮🇳 🇧🇷 🇲🇽
Trusted by small business owners in 50+ countries

One price. One download. Yours forever.

No subscriptions. No upsells. No "upgrade to unlock" nonsense. Pay once, own it for life, use it on unlimited devices.

30
DAY PROMISE

Try it risk-free for 30 days.

If the template doesn't save you time or make your bookkeeping clearer, email us within 30 days and we'll refund you in full. No forms, no questions, no "what did you dislike" interrogation. You're either happy, or you're refunded.

Got questions? We've got answers.

The most common things people ask before buying. If your question isn't here, email us — we reply within 24 hours.

Do I need to know Excel or accounting to use this?
+
Not at all. If you can type numbers into cells, you can use this template. Every formula, chart, and dashboard is pre-built — you just log your transactions and watch the numbers update automatically. We also include a written setup guide that walks you through the first session step-by-step.
Does it work with Google Sheets?
+
Yes. You get two versions in your download: a native Excel file (.xlsx) and a Google Sheets version. Both are identical in layout and formulas. Open whichever you prefer, or switch between them anytime.
Can I customize the categories?
+
Absolutely. All categories — Shopify Sales, Etsy Sales, Physical Store Sales, Affiliate Income, and all expense categories — are fully editable. Just click the cell and rename it. Your dashboards update automatically to match.
How many transactions can it handle?
+
The template is pre-built for 8,000 income rows and 8,000 expense rows — more than enough for most small businesses over several years. You can also extend it beyond that by copying formulas down.
Is this really a one-time payment?
+
Yes. Pay $29 once and it's yours forever. No monthly fees, no subscription, no renewal. You also get free lifetime updates — if we improve the template, you get the new version automatically.
What if it doesn't work for me?
+
You're covered by our 30-day money-back guarantee. Email us within 30 days of purchase and we'll refund you in full — no forms, no questions, no friction. We'd rather have happy users than unhappy customers.
Is this for US taxes only?
+
The template works in any country and any currency — you can change the currency symbol on the Setup tab. The expense categories are aligned with US Schedule C for convenience, but you can rename any of them to match your local tax rules.
Will I get updates?
+
Yes — every buyer gets free lifetime updates. When we release a new version (more features, better formulas, new dashboards), you get it automatically in your customer account. No re-purchase needed.
Why not just use a free template from Reddit or Google?
+
Free templates give you a blank spreadsheet. This gives you 14 pre-built sheets, 5 auto-calculating dashboards, and a system already configured for your business type. The difference is 20+ hours of setup work vs 15 minutes.

Stop guessing. Start knowing.

Your business deserves better than a messy shoebox of receipts and a guess at the end of the year. Download the template today — you'll wonder how you ran things without it.

IMA Planner Annual Dashboard
Instant download 30-day refund Excel + Google Sheets Lifetime updates