Small Business Budget & Profit Tracker: Excel & Google Sheets Template

Track income and expenses, plan a monthly budget and see your profit at a glance. 8 connected sheets for Excel and Google Sheets. Setup guide PDF and setup video included.

Know exactly where your business money goes

Log your sales and expenses once. The monthly budget, profit and loss statement, cash flow and dashboard all update on their own. No macros, no add-ons, no subscription.

What’s inside (8 connected sheets)

• Start Here: 5-step guide, business name, currency, year, fiscal start month
• Settings: 10 income and 10 expense categories, payment methods, tax set-aside rate
• Transactions: 500 rows with dropdowns; mismatched categories are flagged
• Monthly Budget: budget vs actual for every category and month, with overspend flags
• Profit & Loss: net profit, margin, tax set-aside and year totals
• Dashboard: 8 key numbers and 3 charts
• Cash Flow: money in, money out, owner draws, closing balance
• Invoice Tracker: paid, unpaid or overdue, worked out for you

Also included

• Setup Guide PDF with screenshots, tips and troubleshooting
• Setup video: watch on YouTube

The tax set-aside is a planning estimate, not tax or accounting advice. Digital download.

Also on Etsy.