Which excel is right for you?
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Personal Finance Income & Expense Tracker
Includes:
- Financial Summary Dashboard available in Excel & Google Sheets
- Profit & Loss with Budget template
- Monthly input tabs
- Chart of Accounts
- Google Sheets Link
- Instructions
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Real Estate Agent Financial Statements
Includes:
- Financial Summary Dashboard
- Profit & Loss
- Balance Sheet
- Monthly input tabs
- Chart of Accounts
- Google Sheets Link
- Instructions
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Self-Employed Financial Statements
Includes:
- Financial Summary Dashboard
- Profit & Loss
- Balance Sheet
- Monthly input tabs
- Chart of Accounts
- Google Sheets Link
- Instructions
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Single Rental Property Financial Statements
Includes:
- Financial Summary Dashboard
- Profit & Loss
- Balance Sheet
- Monthly input tabs
- Chart of Accounts
- Google Sheets Link
- Instructions
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Small Business Financial Statements
Includes:
- Financial Summary Dashboard
- Profit & Loss
- Balance Sheet
- Statement of Cash Flows
- Statement of Equity
- Monthly input tabs
- Chart of Accounts
- Google Sheets Link
- Instructions
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Multiple Rental Properties Financial Statements (Excel Only)
Includes:
- Financial Summary Dashboard
- Profit & Loss
- Balance Sheet
- Statement of Cash Flows
- Statement of Equity
- Consolidated VS Property Financial Tabs
- Monthly input tabs
- Chart of Accounts
- Instructions
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Airbnb Property Financial Statements (Excel Only)
Includes:
- Financial Summary Dashboard
- Profit & Loss
- Balance Sheet
- Statement of Cash Flows
- Statement of Equity
- Consolidated VS Property Financial Tabs
- Monthly input tabs
- Chart of Accounts
- Instructions
Excel Bookkeeping Template vs. QuickBooks: A Feature Comparison
| Feature/Benefit | Excel Bookkeeping Template | QuickBooks |
|---|---|---|
| Price | ✅ One-time fee, no recurring costs | ❌ Monthly/annual subscription required |
| Purpose | ✅ Pre-formatted for Schedule C or E | ❌ Requires accounting knowledge to customize |
| Ease of Usability | ✅ Minimal Excel knowledge needed | ❌ Typically requires an accountant |
| Customization | ✅ Fully customizable to your needs | ❌ Limited to QuickBooks' functionality and templates |
| Data Ownership & Privacy | ✅ Full control of your data; stored locally | ❌ Cloud-based; data stored on QuickBooks servers |