A workspace with a laptop displaying the business finance tracker and pie chart, two white vases, a large potted plant with green palm leaves, and some colored pencils on a white surface.

Business Finance Tracker

$47 USD

As a creative entrepreneur, staying on top of your financial figures can feel overwhelming, especially when you’d rather be designing, creating new products, or serving your clients.

That’s where the Business Finance Tracker comes in. This easy-to-use Google Sheets template gives you everything you need to confidently manage your business finances, whether you’re:

  • A new business owner wanting to build solid financial habits

  • A seasoned entrepreneur ready to simplify your money management

  • Someone who doesn’t love QuickBooks—or its monthly fee

With built-in calculators and an intuitive interface, this tracker makes it easy to monitor your income and expenses, keep tabs on overdue invoices, see exactly how much you have left in your operating expense budget (hello, Profit First!), and get a clear breakdown of where your money is coming from—without the complexity or cost of traditional accounting software.

Here’s What’s Included

  • Track every dollar in and out with a clean, easy-to-use layout. See monthly totals by income stream and get a visual breakdown of your top revenue sources—no extra math required.

  • Get crystal clear on what’s safe to spend. See exactly how much to set aside for taxes and profit each month—plus how much is left in your operating expense budget. Built for Profit First fans (or anyone who wants more clarity and control).

  • Each month has its own tab so you can focus on what matters now. The “Totals” dashboard pulls everything together, giving you a bird’s-eye view of your financial progress across the year.

  • No more missed follow-ups or forgotten payments. Use this tab to track unpaid invoices and payment plans—so you always know who owes you, how much, and where things stand.

Spreadsheet titled Business Finance Tracker displaying January income, offers, total income, expenses, and net after expenses, with sections for carries over and expense balance.
what's included
Smartphone displaying a spreadsheet with financial transactions and color-coded categories, placed on a table with decorative coral pieces nearby.
who it's for

Clarity
without
chaos

Does this sound like you? Then the Business Finance Tracker is a no-brainer.

You’re in your first 1–3 years of business and want to build smart habits from the start OR you don’t like traditional accounting software. I’ve successfully used this tracker for 7+ years!

You use (or want to try) the Profit First method, but need a system to make it stick that doesn’t involve opening multiple bank accounts—because that’s more complexity than you need.

You’ve outgrown winging it in your Notes app, but don’t want to drop $400/year on accounting software.

Numbers give you a minor panic attack, but you’re trying to be a Responsible Business Owner™.

pricing

make your money work for you

If you’re ready to feel calm, clear, and in control of your finances… this system was made for you.

Grab the Tracker

one payment

know your numbers

—

know your numbers —

A woman crouching on the floor with scattered dollar bills around her, wearing black shoes, light-wash jeans, and a black blazer, in a black-and-white photo.

$47

A black-and-white photo of a workspace with a hand writing in a notebook, a laptop displaying a document, a cup of coffee on a saucer, a calculator, a credit card, a smartphone, wireless earbuds, a wallet with cash, and a zippered pouch on a white desk.
Black and white photo of small waves gently hitting a rocky shoreline.

FAQs

  • Definitely not! That said, I strongly recommend reading Profit First and implementing some of the basic concepts.  It’s a game-changer for managing your cash flow—and this tracker makes it super simple to implement.

  • Yep! While tax rules and business structures vary by country, the core principles of tracking income, expenses, and cash flow are universal. You might need to tweak a few labels or categories, but the tracker is totally usable no matter where you live.

  • Nope. If you want to get fancy with advanced customizations, some spreadsheet knowledge might help—but for the basics? You’re covered. My quick-start video walks you through everything you need to tweak (like adjusting your operating expense allocation). Easy peasy!

  • For some folks, yes. Tools like QuickBooks or Wave can be great—but they’re not always the right fit, especially if you’re just starting out or prefer a simpler system. I’ve been in business 7+ years and still use this tracker myself because it works for how I like to see my numbers. Every business owner is different. The key is finding a system that fits your brain (and your budget).

  • Yep—if you own them, go for it! You can duplicate the tracker and use a separate copy for each business you run. Just a quick heads up: this is a solo license, so please don’t share it with other business owners. If you know someone who’d love it, you can join my affiliate program and earn a commission for every referral.

faq