Budget-friendly bookkeeping that actually works.

Track 5 years of business finances in minutes with our easy-to-use Excel template — no expensive software required.

$149.00 $372.50

One-time payment. No subscriptions.

Dashboard Categories Accounts Inventory Transactions Journal Entries Trial Balance Balance Sheet Profit & Loss Cash Flow Sales Tax Reports Settings
Dashboard Categories Accounts Inventory Transactions Journal Entries Trial Balance Balance Sheet Profit & Loss Cash Flow Sales Tax Reports Settings
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Product Description

Take control of your business finances with our easy-to-use bookkeeping template! Designed for small businesses and freelancers, this all-in-one solution lets you effortlessly manage income, expenses, assets, liabilities and equity. Import bank transactions from .csv files, allocate them to the correct categories, and generate professional financial reports, including:

  • Trial Balance
  • Balance Sheet
  • Profit & Loss Statement
  • Cash Flow Statement
  • Sales Tax Report
  • Transactions Report

Plus, stay on top of your financial health with a dashboard that highlights key metrics like profit margin, current ratio, and debt-to-equity ratio.

Features:

  • Import and categorize bank transactions
  • Add journal entries for comprehensive bookkeeping
  • Automatically generate essential financial reports
  • Export statements to PDF or CSV for easy sharing
  • Get instant insights with the built-in financial dashboard

Whether you're a solo entrepreneur, small business owner, or freelancer, our template saves you time and effort while giving you full control of your financial data.

What's included:

  • Excel Bookkeeping Template
  • x5 Licenses
  • Free Setup Tutorial
  • PDF Setup Guide
Compatibility Requirements
  • Windows and Mac Computers ONLY
  • Microsoft Excel Office 365
  • Macro-enabled Workbook
  • Does NOT work with Excel for Web
Excel

Microsoft Excel

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Instant Download

Free Video Setup

Free Tutorial

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How much can you save?

We're simply better value for money.

 
Xero
QuickBooks
Map Your Finance
Cost
$1099 USD ▲
$599 USD ▲
$99 USD ▼
Usage / Licenses
5 years
5 years
5 years
Payment Type
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Subscription
One-time Payment

How much can you save?

We're simply better value for money.

Best Value
Map Your Finance
Cost $149
Usage / Licenses 5 years
Payment Type One-time Payment

QuickBooks

Cost $890
Usage / Licenses 5 years
Payment Type Subscription

Xero

Cost $1,680
Usage / Licenses 5 years
Payment Type Subscription

How to get started

  1. Click 'Download Now' and follow steps to checkout
  2. Check your email for the download link and license key
  3. Download the files to Windows or Mac
  4. Register your application with your license key
  5. Watch the Setup Tutorial for instructions

Setup Tutorial

Product Specifications

Latest version number: V1

This is a Licensed Excel Workbook. Use of Macros is required.

Template is designed for use over a 12 month accounting period. You can duplicate the template for additional usage.

Features:

Dashboard View

  • Annual Metrics
  • Net Profit over 12 Months Graph
  • Net Cash Flow over 12 Months Graph
  • Expenses Breakdown Graph
  • Key Financial Metrics
  • Automatic Error Checking

Categories Tab

  • Set up Income, Expenses, Assets, Liabilities and Equity Categories
  • Set up Tax Codes
  • Up to x200 categories for each group
  • Up to x10 Tax Codes

Accounts

  • Bank Accounts, Cash Accounts, Credit Cards
  • x25 Accounts for each type

Inventory Tracker

  • Track Monetary Inventory Value
  • Up to x50 Products

Transactions Log

  • Manual Entry
  • Bulk Copy and Paste
  • Automatic Import from .csv
  • Automatic Sales Tax Calculations
  • Error Notifications

Automatic Financial Statements

  • Trial Balance
  • Balance Sheet
  • Profit & Loss Statement
  • Cash Flow Statement
  • Sales Tax Report
  • Transactions Report
  • Export to PDF or CSV

Customizations

  • Company Name Customisation
  • All currencies supported
  • All languages supported
  • Date format selector

Please note:

  • This workbook is Macroenabled.
  • Logos cannot be deleted.
  • Sections of the template are password protected for Intellectual Property protection.
  • Modification of the original template sheets is not permitted. 
  • System Requirements:
    Windows or Mac Computers ONLY
    Microsoft Excel Office 365

Compatibility Requirements

Windows and Mac Computers ONLY

Microsoft Excel Office 365 2022+

FAQ

Is the template compatible with Excel?

The template is designed to work on both Windows and Mac computers with Excel 2021 or later. Please use the latest Office 365 package to avoid any compatibility issues. You will receive a .xlsm file (Macro Enabled).

It is not compatible with Google Sheets.

How do I set up my template?

We've prepared a video tutorial to help you set up. If you have any further questions, please contact us!

How long do I have to wait for my download link?

After purchasing a template, the download link will appear in a few seconds on your order confirmation page. We will also email you the same download link.

Where do I find my license key?

Your unique license key will be sent to you in a seperate email.

Can I share the template or license with others?

Upon purchase, mapyourfinance.com grants the licensee a personal, exclusive, non-transferable license to use the Template for Single Use only. This license does not grant any rights to resell, redistribute, sublicense, or otherwise transfer the Template in any form, whether modified or unmodified.

The licensee is expressly prohibited from reproducing, distributing, or making the Template and License available to third parties, whether for commercial or non-commercial purposes. Any unauthorized use of the Template may result in legal action by mapyourfinance.com.

Do you provide updates to the template?

Absolutely! Your purchase includes free version updates. If we make any changes or improvements, we will email you a new download link.

Do I need the password to use the template?

All features of the template which you need to edit are unlocked and not protected. We do not provide the password for two reasons:

1. Accidental Formula Deletion - If a formula is deleted, the spreadsheet can report incorrect values and will be difficult to troubleshoot.

2. Intellectual Property - we can't have others modifying and duplicating our work!

Product Disclaimer: This template is for business finance tracking purposes only. It should not be taken as constituting professional financial advice, and MAP YOUR FINANCE disclaims any responsibility for the outcomes of your financial decisions. MAP YOUR FINANCE is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the template relates to your unique circumstances. The template should not be taken as a substitute for professional advice. It is each user’s responsibility to set up and maintain the template correctly to ensure accuracy. By using this template, you agree that it is your responsibility to verify its accuracy and appropriateness for your specific situation. If in doubt, please consult a professional. Please read our full End-user License Agreement for details.