Small Business Finance Tracker — preview of the included template

Small Business Finance Tracker

An editable Excel workbook for cash flow, expenses and invoice follow-up, with an automatic monthly dashboard.

$10.00 USD · one-time purchase

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Cash transaction worksheet from the Small Business Finance Tracker, showing editable inputs and calculated month and input checks.
Inside the template · View full-size preview

What you receive

Keep cash movement and unpaid invoices visible in one six-sheet Excel workbook. Includes a dashboard, 1,000 cash transaction rows, 200 invoice rows, monthly reporting, editable settings and a step-by-step guide. Native formulas calculate income, expenses, cash balance, invoice balances and overdue status; a native chart updates from your entries. Input checks flag incomplete records. The featured dashboard and interior preview show the actual workbook with clearly labelled fictional sample data. One currency per workbook; no bank feeds, macros or currency conversion. This is a cash organisation tool, not accrual accounting or tax advice.

Price
$10.00
Version
1.0.0
Compatibility
Designed for Microsoft Excel 2021 or Excel for Microsoft 365. One editable XLSX file; no macros or external connections.
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