Budget & Finance
Bookkeeping Spreadsheet UK — Income & Expense Template
£5.99
4 tabsExcel (.xlsx)Commercial licence
✓ Instant download · Commercial-use licence · Print at home
About this bundle
Keep your books in order — the simple way.
Built for UK sole traders and small businesses, this bookkeeping spreadsheet makes recording income and expenses effortless. Log each transaction once and the template totals your income, expenses and profit for every month, tracks VAT, and breaks your spending down by category — everything you need to stay on top of your numbers and make self-assessment painless.
No accounting knowledge required. Works in Excel and Google Sheets. Instant download, commercial-use licence included. (A template for information only — not accounting or tax advice.)
A bookkeeping spreadsheet that does the maths for you
This simple bookkeeping spreadsheet is built for UK sole traders and small businesses who want their accounts in order without accounting software. Log each transaction once and the template totals your income, expenses and profit for every month, tracks VAT, and breaks spending down by category.
Who it's for
Ideal for anyone who needs a straightforward UK bookkeeping template for self-assessment — freelancers, tradespeople and side-hustlers. It's a single Excel file, so your income and expense records stay on your own device with no subscription.
What's included
A guided Start Here sheet, a Transactions log, an automated Monthly Summary, and a Dashboard that shows income, expenses and profit at a glance.
What's inside
- Start Here
- Transactions
- Monthly Summary
- Dashboard
How it works
- Buy securely — instant checkout through Payhip, no account needed.
- Download straight away — you get your files immediately; nothing is posted.
- Print or edit & use — use the templates as-is or add your own business name and logo.
Frequently asked questions
Is this a UK bookkeeping template?
Yes — it uses UK terms and tracks VAT and categories to suit UK sole-trader self-assessment. Enter your figures and the bookkeeping spreadsheet totals everything for you.
Do I need accounting software?
No. It's a one-off Excel download — no subscription and nothing to learn. Your data stays in your own spreadsheet.
Does it work in Excel and Google Sheets?
It's built in Excel (.xlsx) and also opens in Google Sheets. Log each transaction once and the totals update automatically.
Can it help with self-assessment?
Yes. It totals income, expenses and profit by month and category, giving you the figures you need for a UK self-assessment tax return.
Ideal for
bookkeepingincome expense trackersmall businesssole traderself employedaccounts spreadsheetprofit trackerexpense trackeruk businessself assessmentcash bookbookkeeping template