Small Business Money Tracker – Sales, Expenses & Profit Excel Template

Stop guessing where your business money is going.

The Small Business Money Tracker is a ready-to-use Excel template that helps you organize your business finances in one place.

With this template, you can record your sales, track expenses, calculate estimated profit, monitor customers who owe you money, manage inventory and review your monthly business performance.

WHAT'S INCLUDED

✓ Business Dashboard

✓ Daily Sales Tracker

✓ Expense Tracker

✓ Customer Credit Tracker

✓ Inventory Tracker

✓ Monthly Sales & Expense Summary

✓ Profit & Margin Tracking

✓ Pricing Calculator

✓ Automatic calculations

✓ Easy-to-follow instructions

WHAT YOU CAN TRACK

Sales: Record your daily sales, customers, products/services, quantities and payment methods.

Expenses: Keep track of where your business money is going, including stock, transport, rent, electricity, marketing, repairs and other expenses.

Profit: See your estimated profit and profit margin based on the information you enter.

Customer Credit: Record customers who owe you money, track payments and see outstanding balances.

Inventory: Monitor stock purchased, stock sold, current stock and when it is time to reorder.

Monthly Performance: Compare your sales, expenses and profit throughout the year.

WHO IS IT FOR?

This template is suitable for small-business owners, retailers, online sellers, service providers, freelancers, beauty businesses, fashion businesses, food businesses, cleaning businesses, small shops and side hustlers.

You don't need advanced accounting knowledge. Simply enter your business information and the spreadsheet handles the calculations.

YOU WILL RECEIVE

1 ready-to-use Excel (.xlsx) business money-management template.

Download it, enter your business information and start tracking your money.

Please note: This template is for business-management purposes and is not a substitute for professional accounting or tax advice.