Excel Bookkeeping
Bookkeeping Made Simple. In Excel.
Stop feeling overwhelmed by bookkeeping. Organize your transactions, understand where your money goes, and stay prepared for tax time — all in Excel.
- No accounting experience needed
- No monthly subscriptions
- No complicated software to learn
- No bank login or connection required
Simple in. Financials out.
Enter your transactions once. Your financial reports update automatically.
One place to enter transactions. No manual report building.
- 01Add Transactions
- 02Choose Categories
- 03See Your Numbers
Bookkeeping shouldn't feel overwhelming.
Your challenges. Our solutions. Your peace of mind.
The problem
Where is all my money going?
Your business income and expenses feel scattered.
Our solution
Organize transactions into clear categories.
Feel informed and in control.
The problem
Bookkeeping is too complicated.
Too many features and confusing accounting terminology.
Our solution
A straightforward Excel workbook built for beginners.
Feel capable and confident.
The problem
Tax season is stressful.
You're searching for expenses and trying to organize everything at the last minute.
Our solution
Keep your bookkeeping records organized year-round.
Feel prepared and relieved.
The problem
Am I actually making money?
You have sales coming in, but you're unsure of your profit.
Our solution
See your Profit & Loss and financial dashboard.
Feel clear about your business performance.
Less confusion. More clarity.
Simple bookkeeping tools to help you understand your numbers and feel more confident.
Simple, transparent pricing
One purchase. No monthly fees.
Everything you need to organize your bookkeeping in Excel. Pay once and use your template without a recurring subscription.
Explore first
Interactive Workbook Demo
$0 Free to explore
See how the workbook works before you buy.
- Preview workbook layout
- Explore sample financial data
- Get familiar with the dashboard
- No purchase required
One-time purchase
Excel Bookkeeping Template
$19.99 Pay once
Your Excel bookkeeping workspace. No subscription.
- Six connected Excel worksheets
- Transaction History
- Financial dashboard
- Four financial statement sheets
- No monthly fees
Requires Microsoft 365 or Excel 2024 desktop. Not compatible with Excel 2019 or earlier.
Get Excel now
Simple Books. Clear Numbers.
Find the right Excel bookkeeping template for your personal finances, small business, rental properties, or corporation.
For individuals
Personal Books
Keep your personal income, expenses, and finances organized in one simple Excel workbook.
$19.99 one time
Available soonFor self-employed
Small Business Books
Track business income and expenses with a simple bookkeeping system built for small businesses.
$19.99 one time
Buy NowFor property owners
Real Estate Books
Organize rental income, property expenses, and financial activity in one Excel workbook.
$19.99 one time
Available soonFor corporations
Corporate Books
Manage corporate transactions and financial reporting with an organized Excel bookkeeping system.
$19.99 one time
Available soonRequires Microsoft 365 or Excel 2024 desktop. Not compatible with Excel 2019 or earlier.
Frequently asked questions
Questions? We've got answers.
Do I need accounting experience?
No. Excel Bookkeeping is designed to help beginners organize and understand their financial records.
Is this a subscription?
No. Excel Bookkeeping costs $19.99 as a one-time purchase.
Can I import bank transactions?
The workbook supports compatible CSV transaction data. See the Help Center for instructions.
Does it prepare my tax return?
No. It helps organize bookkeeping records, but it does not prepare or file tax returns.
From confused to confident.
Start understanding your business finances with Excel Bookkeeping.