Business Records & Expenses Spreadsheet with Conditional Formatting Using Google Sheets

Description

This multi-sheet Google Sheets document is essential for entrepreneurs & freelance designers.

The Records sheet is styled using Conditional Formatting for invoice dates to help you organize your business records and see at a glance which invoices are outstanding/past due.
This document features a detailed Expenses spreadsheet with prepopulated expense categories and descriptions and formulas for auto-calculating quarterly and annual expenses.
A basic Depreciation sheet is also included.

Here’s a video on how I created the template to assist you with making updates.
If you are using this document after 2024, you will want to update the conditional formatting “year” for each month’s conditional color formatting.