Excel Register for Farm Businesses

Purchase the
Full Spreadsheet

Purchase the Dynamic Excel Workbook

Please note that all downloads require Javascript.  Find out if you have Javascript enabled, and get instructions on how to turn Javascript on.

Effective bookkeeping is critical for any business owner. At the very least, it allows you manage cash flow and file your taxes. At best, you can extract a wealth of information about your business to improve efficiencies and profitability.

QuickBooks provides a superior mechanism for tracking business expenses and revenue, and allows entrepreneurs to run all sorts of reports to better understand their business, growth and cash flow. That said, not all entrepreneurs have the bandwidth to manage QB effectively. It can feel cumbersome and overwhelming.  The unfortunate result: the business owner doesn’t bother tracking at all; invoices and receipts pile up in a shoebox only to resurface when it comes time to file taxes.  And the tax process becomes so overwhelming that the entrepreneur fears their numbers even more.

Excel is the default tool for business owners who aren’t quite ready for QuickBooks.  I designed this Excel Check Register as a tool to get some of the benefits of QuickBooks with the ease of excel.  It allows you to track your cash flow and bank balance, just like a regular check register, with the added benefit of categorizing revenue and expenses for business management and tax filings.

I recommend saving the original file in a safe place and then creating a new copy for each year.

Tips, Tools
And Templates

Writing a business plan? Looking for investors? Getting set up in QuickBooks? We’ve got the tools and templates you need, from planning a startup to growing your business.

Learn More

Our Services
What We Offer You

Whether you’re just starting out, or expanding your business to the next phase of growth, Julia Shanks Food Consulting can help you succeed. Click below to find out more about our services.

Learn More

Have Julia Speak
At Your Conference

Julia speaks about small business accounting, business planning and sustainability. Recent conferences include Slow Money’s National Gathering and The National Young Farmers’ Conference.

Learn More