Small Business Bookkeeping Hub (Notion Template)
Simple books for a one-person business, right inside Notion. Log every sale and expense once and the monthly profit, tax set-aside and year-end totals are worked out for you.
What's inside
- Transactions database with an Income/Expense type and tax-friendly categories (supplies, software, advertising, fees, contractors, travel and more)
- Monthly profit view: income minus expenses, totaled by month
- Tax set-aside table: enter each month's profit and your own %, and it shows how much to put away
- Mileage log: miles x rate for each trip
- Receipts gallery: attach a photo or PDF to any transaction
- Year-end summary by category to hand to your tax preparer
How you get it
After purchase you download a one-page PDF with your Duplicate link. Open it while signed in to Notion (a free account works), click Duplicate, and the copy is yours. Works on Notion's free plan. Not for you if you need payroll, inventory accounting or bank syncing.
Prefer a spreadsheet? See the Small Business Bookkeeping spreadsheet. Guides: a weekly bookkeeping routine and year-end bookkeeping.
Digital template only, nothing shipped. Personal use only. An organizing tool, not tax or legal advice. Made with AI assistance and reviewed before release.