Family Business Digital Records Kit: Track Sales, Expenses, Stock and Customers (Google Sheets & Excel Guide)

Do you run a small or home business and keep your records in your head, on paper or in WhatsApp chats? This beginner-friendly guide shows you how to keep clear, simple records using a free spreadsheet. No accounting knowledge is needed.

What you will learn and get:

Set up Google Sheets or Excel step by step

Daily Sales Tracker

Expense Tracker

Basic Stock Tracker with reorder alerts

Customer Enquiry Tracker, so you never lose a follow-up

Monthly Business Summary

Formula cheat sheet (copy and paste)

Daily, weekly and monthly checklists

Common mistakes to avoid

7-day plan to build the habit

Who is it for?

Home bakers and food sellers, small shops, tailors and boutiques, and first-time business owners.

Why you will like it:

Written in simple English

Filled-in fictional examples on every template page

Works on your phone or computer

Instant PDF download, so you can read it or print it

Please note: This is an educational guide for simple day-to-day record-keeping. It is not accounting, tax or legal advice, and it does not replace a qualified professional. All names and amounts in the examples are fictional.