Handyman Bookkeeping Spreadsheet

About this template

This bookkeeping file is set up for a handyman business from the first tab, with income and expense lines that describe real handyman work. It is for self employed handymen and small home services firms who want to see whether hourly jobs or fixed-price quotes pay better, and keep invoices and mileage in order.

Please read: This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).

Categories for handyman work

Generic ledgers open on product sales and service income. This handyman spreadsheet uses lines that match the job, chosen from dropdowns so a year of entries adds up cleanly.

• Income: Hourly work, Fixed-price jobs, Assembly and fitting, and Materials resold
• Expenses: Materials, Tools, Waste disposal, Workwear and PPE, and more

Hourly and fixed-price, kept apart

Hourly work and fixed-price work are two different businesses in the same overalls. One is capped by the hours in the day and the other by the quote, and only the second can be improved by working smarter. Keeping them on separate lines shows which one is carrying the year.

Invoices and mileage

• Invoices: an invoice tracker for invoices raised, sent, paid and overdue
• Mileage: a mileage log with a reason on each trip from a dropdown, such as job, merchant, tip or quote visit, and the year totaled

The rest of the ledger

• Income and Expenses: 500 rows each
• Monthly and Quarterly: the totals tax is filed on
• Profit and Loss: built from the same two lists
• Clients: 10 client records with what each has been worth
• Balances and Dashboard: what the business holds, and the whole picture
• Start Here and Setup: setup in a few minutes

A bookkeeping spreadsheet, not an accountant. Tax rates and what you can claim are yours to set and yours to check.

Works with

• Microsoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice
• Google Sheets with a free Google account. The Google Sheets version is a real workbook you copy, not a PDF with a link in it.
• No dynamic arrays, no macros, no add-ins and no subscription

What you download

• Two Excel files: a worked year with 394 income entries and 420 expense entries kept at a 56% margin, and a blank copy
• The instruction guide, which has one-click links to the Google Sheets versions
• The terms of use as a PDF

Your files are ready the moment payment clears. The spreadsheet is for personal and business use on your own devices, so please do not share or resell the files. Questions? Reach us through our contact page.

Frequently asked questions

Do I need Excel, or can I use Google Sheets?

Either. The download has Excel files for Excel 2016 or later on Windows and Mac, and the instruction guide has one-click links to copy the Google Sheets versions with a free Google account.

Can I compare hourly work with fixed-price jobs?

Yes. Hourly work and Fixed-price jobs are separate income lines, so you can see what each earns over the year.

Does it track invoices?

Yes. The Invoices tab follows each invoice as raised, sent, paid or overdue.

Is there an estimated tax tab?

No. This file has monthly and quarterly totals and a profit and loss, but no estimated tax tab. Tax rates and what you can claim are yours to check.

How many entries does it hold?

500 income rows and 500 expense rows, plus 10 client records.