Business Accounting Profit & Loss – Excel Template

KB Student Study & Academic Planner is an all-in-one Google Sheets academic planning template designed to help students organize courses, assignments, exams, study schedules, attendance, goals and overall academic progress in one place.

The planner includes a Live Academic Dashboard that automatically summarizes important information such as Total Assignments, Completed and Open Assignments, Overdue Assignments, Upcoming Exams, Total Study Hours, Assignment Completion %, Average Course %, Weighted GPA and Attendance %.

Track your courses and academic performance with the Courses & GPA Tracker, including Credit Hours, Current %, Letter Grades, GPA Points and Weighted Points.

Manage assignments and deadlines, plan exams and revision, organize your Class Schedule, create a Weekly Study Plan and record your actual study time using the Study Log.

Smart academic indicators help identify High-Risk Assignments, Urgent Priority Items and Exams Needing Revision so important academic work is easier to identify.

The planner also includes an Academic Calendar, Goals & Habits Tracker, Reading Tracker and Attendance Tracker to provide a complete academic organization system.

After purchase, you will receive a Customer Access Guide containing instructions and a link to create your own Google Sheets copy of the template.

This is a digital product. No physical item will be shipped.

Smart Invoice Generator & Sales Manager – Excel

Create professional invoices and keep track of sales, payments, discounts, taxes and outstanding balances with this easy-to-use Excel template.

WHAT'S INCLUDED

• Professional Invoice Template
• Automatic Invoice Calculations
• Custom Tax Percentage – enter any required tax rate
• Discount Percentage Calculation
• Paid Amount Tracking
• Automatic Balance Due Calculation
• Payment Status Dropdown
• Customer & Business Information Sections
• Reference / PO and Payment Terms
• Sales Summary Sheet
• Read Me Instructions
• Editable Excel Workbook
• Easy-to-use and ready to customize

KEY FEATURES

✓ Enter your own business and customer details
✓ Add products or services with quantity and unit price
✓ Apply custom discount percentages
✓ Enter any required tax percentage
✓ Automatically calculate invoice totals
✓ Record paid amounts and remaining balance
✓ Track payment status such as Unpaid, Paid, Partially Paid and Cancelled
✓ Review sales information using the Sales Summary sheet

PERFECT FOR

• Small Businesses
• Freelancers
• Service Providers
• Online Sellers
• Home Businesses
• Consultants
• Individuals who need a simple invoice and sales tracking system

FILE FORMAT

Microsoft Excel Workbook (.xlsx)

IMPORTANT

This is a digital Excel product. No physical item will be shipped.

Please review and customize the template according to your business requirements and applicable tax rules before using it for actual transactions.

Manage your small business records easily with this ready-to-use Excel workbook from KB Digital Store.

This workbook brings Products, Sales, Purchases, Expenses, Inventory/Stock and a Financial Dashboard together in one simple file. It is designed for small businesses, shop owners, resellers and anyone who wants an easy way to maintain day-to-day business records without complicated accounting software.

WHAT YOU CAN MANAGE:

• Products & Inventory
Maintain Product ID, Product Name, Category, Unit, Opening Stock, Cost Price, Selling Price and Reorder Level.

• Sales
Record each sale with Date, Invoice/Reference, Product ID, Customer, Quantity and Unit Price. The Total is calculated automatically.

• Purchases
Record stock purchased from suppliers with Date, Reference, Product ID, Supplier, Quantity and Unit Cost. Purchase Total is calculated automatically.

• Expenses
Track business expenses such as Rent, Electricity, Transport, Internet and other operating expenses. You can also record the payment mode.

• Automatic Stock Tracking
Current Stock is automatically calculated using:
Opening Stock + Purchases − Sales.

• Stock Reorder Status
The workbook automatically shows OK or REORDER based on the Reorder Level you enter.

• Automatic Dashboard
Get a quick overview of:
Total Sales
Total Purchases
Total Expenses
Gross Sales Less Purchases
Estimated Net After Expenses
Products Listed
Units in Stock
Items to Reorder
Business Financial Overview Chart

HOW TO USE:

1. Start with the Products sheet and enter your product details, opening stock, prices and reorder level.
2. Whenever you make a sale, enter it in the Sales sheet.
3. Whenever you receive stock from a supplier, enter it in the Purchases sheet.
4. Record your regular business expenses in the Expenses sheet.
5. Open the Dashboard to see the automatically updated business summary.

IMPORTANT:
Calculated fields are already prepared with formulas. For best results, do not overwrite formula cells such as Sales Total, Purchase Total, Current Stock and Stock Status.

This is a digital Excel workbook. No physical product will be shipped.

Instant Download • Ready to Use • Simple Data Entry • Automatic Calculations

Get 5 powerful ready-to-use business Excel workbooks in one complete bundle from KB Digital Store.

This bundle is designed for small businesses, shop owners, freelancers, entrepreneurs and business managers who want simple Excel-based tools to organize important business records without complicated software.

WHAT'S INCLUDED:

1. Business Accounting & Profit/Loss
Track business income and expenses and review Profit/Loss, Profit Margin and financial summaries.

2. Cash Flow & Financial Planning
Track cash inflow and cash outflow, monitor cash position and plan future business cash requirements.

3. Employee Payroll Management
Manage employee records, attendance and payroll-related information in an organized Excel workbook.

4. Small Business Management
Manage products, sales, purchases, expenses, inventory/stock and reorder status with an automatic business dashboard.

5. Complete Business Management
A comprehensive business management workbook for handling multiple areas of day-to-day business operations in one organized system.

WHY CHOOSE THIS BUNDLE?

• 5 separate Excel business workbooks
• Ready-to-use templates
• Automatic calculations
• Business dashboards and summaries
• Easy data entry
• Editable and customizable
• Useful for different areas of business management
• Built-in guidance/documentation
• No recurring subscription required

Instead of managing important business information in scattered files, this bundle gives you dedicated Excel tools for accounting, financial planning, payroll and business operations.

IMPORTANT:

This is a digital download. No physical product will be shipped.

Microsoft Excel or compatible spreadsheet software supporting .xlsx files and formulas is required.

Instant Download • 5 Excel Workbooks • Ready to Use • Automatic Calculations