Small Business Finance Spreadsheet Bundle

Small Business Finance Spreadsheet Bundle — Income, cash flow, profit & invoices — one all-in-one workbook.

Most small businesses run their money across a notebook, a banking app and memory — and find out how the month went weeks after it ended. This bundle puts the whole picture in one Excel workbook: an income & expense log, a running cash balance, a monthly profit & loss, an invoice tracker and a dashboard that pulls it all together. Every sheet comes pre-filled with a realistic example business (a small design studio) so you can see exactly how the formulas work — then type your own numbers over the examples.

What's inside

• One all-in-one XLSX workbook with 7 linked tabs — not seven separate files to juggle
• Income & Expenses log — 60 rows with dropdown menus for type and category, automatic money-in / money-out / net totals
• Cash Flow sheet — set your opening balance once, log every movement, and a live running balance updates on every row
• Profit & Loss sheet — enter monthly revenue, direct costs and operating expenses; gross profit, net profit and margin calculate themselves
• Invoice Tracker — invoice number, client, due date, amount and a Draft / Sent / Paid / Overdue status menu, with automatic paid and outstanding totals
• Year Dashboard — one screen of headline numbers pulled live from the other sheets
• Pre-filled with a consistent example month for a fictional design studio — every total is real arithmetic you can check
• Works in Excel, Google Sheets and LibreOffice

How it works

The XLSX tracker comes pre-filled with example data — fill the gold cells and every total and status updates automatically.

Specifications

• Format: XLSX (live formulas) + read-me
• Works in: Word, Google Docs, LibreOffice, Excel, Google Sheets
• License: full rights — use, edit, rebrand & resell
• Updates: free for life

Full rights

Sold with full rights: use it personally or with clients, edit anything, and even rebrand and resell it — keep 100% of the income, no attribution required. Customise before reselling (marketplaces reject identical duplicates).

Please note

Business templates and planning material — example plans, figures and wording are illustrations to adapt to your own business, not business, legal or financial advice and not a guarantee of any business outcome. Digital download — delivered instantly, so all sales are final; future updates are free.