Small Business Income & Expense Tracker

Start your year with clean, organised business finances.

A clean and simple Income & Expense Tracker for small businesses, freelancers, and side hustles. Track income, expenses, profit, and top spending categories in one easy Google Sheets or Excel template. Includes a dashboard, monthly summary, automatic calculations, organised categories, and ready-made formulas. Perfect for bookkeeping, budgeting, cash flow planning, and keeping business finances clear and manageable. Beginner-friendly and fully editable. Ideal for entrepreneurs who want a professional, easy-to-use financial tracking system.

What you can do:

• Track all income and expenses in one place

• See monthly totals and yearly performance

• Understand where your money goes

• View top expense categories

• Monitor profit instantly

• Keep your books ready for year-end

• Export or share with your accountant

This is the cleanest, most beginner-friendly business tracker for entrepreneurs who want to stay organised with ease.

What’s Included

• 1 × Google Sheets Template

• 1 × Excel (.xlsx) File

• Transactions Tab

• Categories & Settings Tab

• Monthly Summary

• Yearly Totals

• Interactive Dashboard

• Top Expense Categories

• Auto-filled Income/Expense Type

• Instructions Tab

Who It’s For

• Small business owners

• Side hustles

• Service providers

• Creators

• Freelancers

• Coaches

• Online sellers

• Anyone who wants clean financial tracking

How It Works

1. Open the template in Google Sheets or Excel

2. Update your categories in the Settings tab

3. Add your income and expenses in the Transactions tab

4. The Summary and Dashboard update automatically

5. Use the charts and top categories to see trends

6. Reuse this template every month and year