Business Finance Tracker | Google Sheets Template

Know your numbers. Manage your money. Grow your business.

Running a business means keeping track of a lot of moving pieces, but managing your finances shouldn't have to be complicated.

The Business Finance Tracker was created to help entrepreneurs and small business owners understand exactly what's coming in, what's going out, how much they're actually making, and where their money is going.

No complicated accounting software. Just a simple, customizable Google Sheets system designed to help you stay organized and make more informed financial decisions.

WHAT'S INCLUDED

01. Financial Dashboard

Your entire business at a glance! The dashboard automatically updates as you enter your information throughout the tracker.

• Current bank account balance
• Total income, expenses, and profit
• Available money to spend
• Cash allocation and funding progress
• Income vs. expense charts
• Revenue and expense breakdowns
• Recent transactions
• Monthly filters to review your numbers over time

02. Revenue Tracker

Track every dollar coming into your business. Record your different revenue streams, gross income, direct costs, and profit with automatic calculations.

03. Expense Tracker

Keep track of your business spending, from recurring monthly bills to one-time purchases. Know exactly where your money is going.

04. Cash Allocation System

Give every dollar a purpose. Create financial goals and set aside money for expenses, taxes, owner pay, savings, equipment, and more.

See how much you've allocated, how much you still need, and what's available to spend.

05. Business Money System

Organize your recurring expenses, financial obligations, and business goals so you know what your business needs financially each month.

06. Customizable Categories

Every business is different! Easily add, edit, or remove revenue and expense categories to fit your business. Your dropdown menus update automatically.

HOW IT WORKS

1. Purchase and download your access guide.
2. Open the Google Sheets template and make your own copy.
3. Read the START HERE instructions.
4. Customize the tracker to fit your business.
5. Start entering your numbers and let the spreadsheet do the calculations!

PERFECT FOR

Small business owners, Pilates and fitness instructors, event hosts, wellness professionals, creatives, freelancers, and service-based entrepreneurs who want a better understanding of their business finances.

PLEASE NOTE

• This is a digital Google Sheets template. No physical product will be shipped.
• A free Google account is required.
• The template includes instructions to help you get started.
• This is a financial organization tool, not a replacement for professional accounting or tax advice.

Stop guessing where your money is going. Start knowing your numbers.