Small Business Income & Expense Tracker — See Your Profit at a Glance (Excel & Google Sheets)

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Personal

For personal, non-commercial projects only

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About

Know exactly what your business made — and where it went.

This clean, beginner-friendly tracker logs every bit of income and expense in one place, then turns it into an automatic dashboard showing your profit, monthly totals and top spending categories. No bookkeeping experience needed.

What it does for you:

✓ See your profit instantly — totals and charts update automatically as you type

✓ Know where your money goes — your top expense categories at a glance

✓ Stay year-end ready — clean books you can export or hand your accountant in seconds

✓ Set it up in minutes — set your categories once, then just add transactions

What's inside:

• Google Sheets + Excel (.xlsx) versions

• Transactions tab with auto-filled income/expense type

• Categories & Settings tab

• Monthly Summary and Yearly Totals

• Interactive Dashboard with top expense categories

• Step-by-step Instructions tab

Made for small business owners, freelancers, side-hustlers, coaches, creators and online sellers who want clean financial tracking without the spreadsheet headache.

Works in Microsoft Excel, Google Sheets and Apple Numbers. Instant digital download — no subscription, yours forever.

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If your download isn’t what was promised, we’ll make it right. Eligible purchases can be refunded within fourteen calendar days when listings mislead, files fail, or duplicate checkouts happen.

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Product Specs

File Format(s)
Excel
Compatible With
Excel, Google Sheets
Layer Organization
Flat
Responsive Breakpoints
Desktop, Mobile, Tab
Download Size
37 KB
Created
Dec 10, 2025
Version Number
1.0

Tags

business finance trackerincome expense spreadsheetsmall business accountinggoogle sheets templateexcel finance templatebudgeting spreadsheetfinancial dashboardbookkeeping templateexpense categories trackerprofit tracking sheet

Frequently Asked Questions

PC: To extract a single file or folder, double-click the compressed folder to open it. Then, drag the file or folder from the compressed folder to a new location. To extract the entire contents of the compressed folder, right-click the folder, click Extract All, and then follow the instructions.

Mac: Double click the .zip file, then search for the product folder or product file.
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