UK Business Finance Tracker in Excel (2025/26) – Part 1: Setup Sheet

Start managing your small business finances with this free Excel setup sheet, designed specifically for UK small businesses, freelancers, and self-employed professionals.

In this first part of the UK Business Finance Tracker series, you’ll:

• Add your business branding and logo
• Enter key business info (financial year start, VAT registration, corporation tax rate)
• Set up income categories and expense categories ready for tracking
• Prepare dropdown lists for future sheets (income tracker, expense tracker, dashboard)

💡 This setup sheet is designed to work seamlessly with Parts 2–4 of the series, where you’ll build the full finance tracker including automated totals, dashboards, and reports.

What’s Included:

• Excel file (.xlsx) – ready to use
• Pre-filled example categories for faster setup
• Compatible with Excel 2016+ and Office 365
• Free video tutorial to follow along