Simple Business Budget Spreadsheet

A clear, no-nonsense spreadsheet to help you understand your business money — without overwhelm.

This is the same spreadsheet I use in my business budgeting sessions with sole traders and small business owners who want to know where their money is actually going.

It gives you a simple, honest view of your income, expenses, GST and profit so you can make decisions with confidence.

• No complex formulas.

• No accounting jargon.

Just a clean, easy layout that works in Excel or Google Sheets.

What you’ll get

You’ll receive a ready-to-use XLSX spreadsheet that allows you to track income, expenses, GST, tax and profit in one place. It’s flexible enough to customise for your business, while still giving you structure and clarity.

This is a practical check-in tool — not a full accounting or bookkeeping system.

Who this is for

This spreadsheet is ideal for sole traders, freelancers and small business owners who want a clearer picture of their numbers and a simple way to stay on top of their business finances.

It’s especially useful if you want to understand profit and cash flow without overcomplicating things.

Who this isn’t for

This spreadsheet may not be the right fit if you’re looking for automated accounting software, want something that links directly to your bank accounts, or find spreadsheets stressful or overwhelming right now.

If that’s the case, a guided business budgeting session or workshop may be a better place to start.

File details

You will receive a XLSX file (65KB), compatible with Excel and Google Sheets.

If you find this spreadsheet helpful and would like guided support, I also offer Business Budget sessions where we work through your numbers together. This spreadsheet is one of the tools I use in those sessions, but it works just as well on its own.