Streamlined Business Finance Tracker


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Introducing the Streamlined Business Finance Tracker, your one-stop solution for tracking your business’s financial health. Gain insights into your earnings and expenditures, and discover the real profit margins of your enterprise. Keep an eye on your annual progress with a comprehensive 3-Year Growth Overview. In addition, get a quick snapshot of your business’s financial standing with our user-friendly Monthly, Yearly, and Customizable Overviews. Our tracker is designed to be straightforward, visually appealing, and easy to use. Simply input your transactions and let the magic happen – all calculations are done automatically for your convenience!


• Monthly Overview: Track your income and expenses on a monthly basis and spot trends or patterns.
• 3-Year Growth Overview: Monitor your business’s progress over the years and make informed decisions.
• Yearly Overview: Get a bird’s-eye view of your annual financial performance.
• Customizable Overview: Create tailored financial reports according to your specific needs.
• Income and Expense Tracker: Log all transactions, categorizing them for easier analysis.
• Profit Margin Analysis: Automatically calculate your business’s profitability and compare it to industry benchmarks.
• Only includes the things you need
• Visual Appeal: Aesthetically pleasing and easy-to-read charts and graphs that make understanding your finances a breeze.
• Works with any currency – just input in one cell
• Simple & Easy to Use: No complex formulas or jargon – just straightforward tracking and calculations.
• Automatic Calculations: Input your transactions and let the tracker do the heavy lifting, calculating all relevant financial data for you.
• Cloud-Compatible: Save and access your Streamlined Business Finance Tracker on popular cloud storage platforms for easy collaboration and remote access.
• Tax Tracking: Record and monitor your tax liabilities and payments, ensuring that you stay compliant and organized.
• Custom Categories: Add personalized income and expense categories to better align with your unique business operations.
• Cash Flow Analysis: Keep an eye on your business’s cash flow to ensure financial stability and growth.
• Printable Reports: Generate printable financial reports that can be shared with your team or stakeholders.


• 7 Spreadsheet Tabs: Monthly Dashboard, Annual Dashboard, Three-Year Dashboard, Custom Dashboard, Sales Tax Tracker, Transactions, Setup
• Instructions
• Sample Spreadsheet with Mock Data
• Compatible with Google Sheets and Microsoft Excel

To effectively use the Streamlined Business Finance Tracker, you will need the following:

  • A compatible device to access Google Sheets or Microsoft Excel
  • An active Google Account (for Google Sheets users)
  • Microsoft Excel software (for Excel users)
  • Fundamental computer skills

Using the Streamlined Business Finance Tracker is simple and hassle-free:

  1. Make a purchase and receive instant access to download the ZIP file.
  2. Download the ZIP file and extract the template file.
  3. Open the Spreadsheet and start planning your business finances.

• This is a digital download. No physical items will be sent after purchase.


Customer Reviews

Based on 2 reviews
Omar Aljaberi

Streamlined Business Finance Tracker

Geoffrey Beotana

very useful

finance tracker

Streamlined Business Finance Tracker