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A professional dashboard gives you a clear view of your business finances.
Track income, organize expenses, monitor profit and understand your monthly business performance in one easy-to-use spreadsheet.
A professional dashboard gives you a clear view of your business finances.
Designed for freelancers, contractors, self-employed professionals and small business owners.
Record sales, service income, consulting, affiliate income and other payments.
Track and categorize business expenses, vendors, payment methods and notes.
See total income, expenses, net profit and profit margin at a glance.
Review monthly income, expenses, profit, margins and business performance.
Adjust your business name, categories, year, currency and other preferences.
Use the tracker in Microsoft Excel or import it into Google Sheets.
Six organized sections in one professional finance tracker.
Get the Planimatics Small Business Finance Tracker for Excel and Google Sheets.
Buy Now – $9.99This spreadsheet is an organizational tool and does not provide tax, accounting, legal or financial advice. Always confirm tax treatment and recordkeeping requirements with the appropriate authority or a qualified professional.