Small Business Finance Tracker
Excel Template · Instant Download
Know If You're Actually Profitable — Not Just Busy.
A 14-sheet Excel dashboard that tracks income, expenses, and profit in real time.
Most small business owners can estimate last month's numbers. Few can see this month's, in real time. This dashboard closes that gap.
What's Inside
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Income & Expenses
Full income, expense, profit and loss, and margin tracking — calculated automatically.
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Financial Health Alerts
Overdue invoices, high expense ratios, and weak margins surface on their own.
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Invoices & Payments
Track outstanding invoices with automatic overdue flags.
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Cash Flow & Forecast
Monthly cash flow view plus a simple forward-looking forecast.
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Tax Planning Summary
A clear summary sheet to hand to your accountant at tax time.
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14 Worksheets Total
Client records, product-level sales, and annual performance, all included.
Built for: small business owners, freelancers, solopreneurs, and Etsy or Shopify sellers who want financial clarity without hiring an accountant for day-to-day tracking.
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Instant Download
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Secure Shopify Checkout
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Works Offline, No App Needed
Questions? Answered.
Do I need accounting experience?
No — it's built for business owners, not accountants. A Quick Start Guide is included.
Does it work in Google Sheets?
It's built and tested for Microsoft Excel 2016 and later, and Microsoft 365.
This template is a financial organization tool only. It does not constitute accounting, tax, legal, or financial advice.
Ready to see your real numbers?
Instant digital download after checkout.
Get the Finance Tracker — $14.99