Small Business Income & Expense Tracker for Excel
Know your real profit every month: a small business income and expense tracker for Excel with a profit dashboard, budget vs actuals, bills and cash flow.
$7.99 USD on Etsy
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- Instant download
- XLSX (clean + example) + quick-start PDF
- Secure Etsy checkout
- Made for USA, UK & Canada
Know your real profit, every month. This editable Excel workbook is made for freelancers, makers and small business owners who want an approachable way to record cash in and out and compare results with a budget.
What it does
- Record income, expenses, fees and refunds in one transaction log
- See net revenue, operating costs, cash-basis profit before tax and net cash change
- Compare a monthly category budget with actuals
- Set recurring monthly budgets with monthly overrides
- Track bill due dates and paid or unpaid status
- Review the year with two automatic charts
Nine tabs
Dashboard, Setup, Monthly, Annual, Transactions, Budget, Recurring Plan, Bills and Start Here.
What you get
- CLEAN workbook without example data
- EXAMPLE workbook with fictional demo data
- Four-page Quick-Start PDF and printable summaries
This is a bookkeeping helper, not tax or accounting advice.
Questions about this printable
Is this a replacement for accounting software?
No. It is a simple cash-basis tracker for small businesses. Ask a qualified accountant about tax and compliance.
Who is the business tracker for?
Freelancers, Etsy and craft sellers, service businesses and side hustles that want a clear monthly profit view.
Pairs nicely with
