The Small Business Spreadsheet For Income And Expenses

Just imagine if you could...

  • View your small businesses' historical monthly, quarterly, and annual financial summaries and trends with one click
  • Feel completely confident about making major financial decisions for your business knowing that you are as informed as can be when making them
  • Have concrete and time-bound financial goals for your business and the ability to track how you're doing against them
  • Feel empowered (instead of intimidated) by your businesses' finances because you have total control

Features That Will Help You Stay On Course

On The Go Access

Track and update on the go on your computer, tablet, or phone

Multi-Year Tracking

With one click, check historical data for a long-term financial overview

Customization Capabilities

Set custom categories, currency, and more to suit your needs

Automated Visuals

Simple yet key graphs and tables to get the most insight

Financial Goals Tracking

Set monthly and annual goals and track how you're doing

Sharing Capabilities

Share the spreadsheet with your accountability or life partner

It's SO Easy On The Eyes

Small Business Spreadsheet For Income And Expenses

Comes in Mustard (Available Now)

Small Business Spreadsheet For Income And Expenses

...And Teal (Coming Soon)

Small Business Spreadsheet For Income And Expenses

...AND Mauve! (Coming Soon)


The Small Business Spreadsheet Designed To Grow With You

This Google Sheets Financial Spreadsheet is for you if you want:

  • Automated graphs and visuals designed to tell the money story of your small or online business simply, accurately, and seamlessly over the months and years
  • To stay on top of all your numbers for the tax season
  • The ability to set and track specific and time-bound annual financial goals that you can hold yourself accountable to (optional)
  • Optional monthly budgeting for your business (No need to use if not interested in setting a monthly budget)
  • A month-over-month, quarterly, and annual insight into your small business income and expense through tables and visuals
  • Net Profit / Loss and Profit / Loss Margin tracking monthly and annually
  • Custom income and expense categories and currencies to suit your business needs
  • Multi-year tracking capabilities to provide continuous reporting on your small businesses' long-term financial health
  • Easy collaboration with a business or accountability partner supported by easy sharing of the spreadsheet
  • On the go access to all your finances on your phone, tablet, or computer
  • An aesthetically pleasing way to track your money. Comes in mauve, teal, and mustard
  • And SO MUCH more!

What's Included In The Spreadsheet

Read ME

Contains detailed instructions for the rest of the 6 Input & Dashboard tabs

Input: Categories|Goals

Set your custom categories and plan your annual goals

Input: Transactions

Track your businesses' income and expenses

Input: Budget

Enter your businesses' expected income and expenses for each month (Optional)

Monthly Dashboard

Select a month to get summaries and visualizations of your monthly budget and spending

Annual Dashboard

With one click, choose a year to get your cash flow overview with month-over-month visuals


Grab our FREE Budget Spreadsheet

Get clarity on your income, savings, and expenses using this FREE Google Sheet budget spreadsheet.

Direct your hard-earned money to the things that matter most to you and reach your goals faster.  

In this spreadsheet you will get:

  • Automated visuals and insights
  • Flexibility to set your own budgeting categories
  • Trackers for expenses, income, and savings and investments
  • Pie charts with breakdowns of your monthly spending 

The best part? It's absolutely FREE!