Description
Five Excel + Google Sheets workbooks for the money side of a small business, in one download: plan your cash, see your real profit, budget each month, invoice clients and set tax aside, and count every Etsy fee.
What’s inside
- Cash Flow Forecast (10 tabs): 12-month and 13-week forecast, receivables + payables, runway, lowest point, 3 scenarios
- Profit & Loss Statement (9 tabs): transactions, monthly P&L, annual statement, quarterly view, budget vs actual, expense breakdown
- Small Business Budget & Profit Tracker (8 tabs): monthly budget, transactions, P&L, cash flow, invoice tracker, dashboard
- Freelancer Finance Kit (10 tabs): clients, time log, invoices + invoice template, income & expenses, tax set-aside, rate calculator
- Etsy Seller Profit Spreadsheet (9 tabs): every Etsy fee itemised, pricing, sales log, monthly P&L, product profit ranking
Plus a Setup Guide PDF for every workbook and a Bundle Start Here PDF that tells you which one to open first.
Why you’ll like it
- Forecast AND history: most bookkeeping sheets only look back; the Cash Flow Forecast warns you before cash runs low
- Dashboards with charts that update as you type
- Sample data in every file so you can see how it works
- Formulas only: no macros, no add-ons, any currency
- 5 workbooks for $14.99 instead of $19.95 separately
How it works
- Download and unzip the bundle
- Open 00-Bundle-Start-Here.pdf and pick the workbook you need first
- Excel: open the .xlsx. Google Sheets: blank sheet > File > Import > Upload > Replace spreadsheet
- Follow the Start Here tab in each workbook
Please note
- Digital download, no physical item is shipped
- A computer is recommended for setup; the Google Sheets app works for quick updates
- Organising tools, not financial, tax or legal advice. Check fee and tax rates for your country
- For personal and business use. Please don’t resell or share the files
