Money
Small Business Budget Tracker
A simple monthly money tracker for a small business: what came in, what went out, and what is left, without needing accounting software.
What is inside
- Income and revenue-source rows
- Categorized expense tracking
- Monthly profit and cash-left summary
- 12-month rollup view
Who it is for
Small business owners tracking money without accounting software: what came in, what went out, what is left.
Questions it answers
- Where did my money actually go this month?
- Am I profitable month to month and across the year?
What you get
A budget tracker in Excel and Google Sheet form with formulas built in, so you always know where your money went.
Format: Editable Excel + Google Sheet
Preview shows the document layout. The full text is in your download.
Editable Excel + Google Sheet
One-time purchase. Yours to keep. No subscription.
Or get UNLIMITED documents with the Build plan.
$79/month includes every contract, template, and checklist in these directories, plus every future document we add.
See the Build plan →Not legal advice. This is an informational sample document. Have an attorney review it before you use it; meeting your state's requirements is your responsibility.
- Editable, so you make it yours in minutes
- Yours to keep and reuse
- Built for real founders by Dee Williams
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$17Please read: templates are not legal advice
- These templates and contracts are informational samples, not legal advice, and buying one does not create an attorney-client relationship with anyone.
- Laws differ by state, by industry, and by situation. Have a qualified attorney review any document before you rely on it or ask someone to sign it.
- It is your responsibility to make sure any document you use meets your state's requirements and fits your specific circumstances.