Simple Excel template for tracking business income, expenses, monthly performance, and profit or loss.
Customize Categories - Customize your income and expense categories in the Setup sheet.
Add Your Income - Enter sales, payments, or other business income in the Income sheet.
Record Expenses - Add your business expenses and payment details in the Expenses sheet.
Review Your Dashboard - View monthly income, expenses, and profit or loss automatically from the Dashboard.
Yes. This template is completely free to download and use for your own business or personal business-finance tracking.
The template is provided in Microsoft Excel (.xlsx) format and is designed to work best with Microsoft Excel.
Yes. The template automatically calculates your income, expenses, and net profit or loss based on the transactions you enter.
Yes. You can easily edit the categories in the Setup sheet to match your business needs.
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