Business Income & Expense Tracker

What this spreadsheet is for

Take control of your business finances with a simple, organised spreadsheet that tracks your income, expenses and profit automatically.

This is a business organisation and planning tool and does not provide accounting, tax, legal or financial advice.

This is a standalone digital spreadsheet from the Business Tools collection.

About this collection

Explore practical spreadsheets, planners and trackers that help small business owners organise money, sales, customers and day-to-day work.

What's inside

• Dashboard with automatic financial overview
• Income tracker
• Expense tracker
• Automatic total income calculation
• Automatic total expense calculation
• Automatic net profit calculation
• Automatic profit margin calculation
• January–December monthly financial summary
• Income vs Expenses chart
• Customisable income categories
• Customisable expense categories
• Payment-method dropdowns
• Monthly business targets section
• Business notes and decisions area

Format and access

• .xlsx digital spreadsheet download
• Works with Microsoft Excel and Google Sheets
• Digital download delivered after purchase
• Save a copy of your files once downloaded
• Price: £10.00 (GBP)

Frequently asked questions

Still have questions? Contact us or email support@shieladgt.uk.