I will build a bookkeeping, inventory or sales dashboard in google sheets

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planwellsheets
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planwellsheets
Travis S.

About this gig

  • Stop guessing at your numbers. I'll build a clean bookkeeping, inventory or sales dashboard in Google Sheets or Excel that shows where your money goes, all on one screen.

I make Planwell Studio's bookkeeping spreadsheet for small businesses and side hustles. That file has income and expense logs, a monthly P&L, invoices, inventory and mileage tracking. Your custom version is built around your products, categories and workflow.


What I can build:

  • Income and expense tracker with your categories
  • Monthly profit and loss with automatic totals
  • Inventory tracker with low-stock alerts
  • Sales tracker by product, channel or month
  • KPI dashboard with charts that update as you add data
  • Dropdowns and validation to prevent typos

You get an editable Google Sheet or .xlsx file, sample data removed or kept as you prefer, and short usage notes.


I use AI-assisted tools and test every formula myself. Tell me before ordering if you prefer no AI use.


Not included: tax filing, accounting or legal advice, or live integrations (Shopify, QuickBooks APIs). Message me first about those.

Get to know Travis S.

Travis S.

Clean, custom Google Sheets and Excel spreadsheets

  • FromUnited States
  • Member sinceOct 2026
  • Languages

    English
Hi, I'm Travis, a US-based maker behind Planwell Studio. I design clean, easy-to-use Google Sheets and Excel spreadsheets: paycheck budgets, small-business bookkeeping, meal planners and an ADHD-friendly budget. I build each custom file to fit your workflow, with clear tabs, formulas that just work, and charts you'll actually read. I use AI-assisted tools to speed up building, and I check and test every formula myself before delivery. Tell me what you track and I'll make it simple.