• Small Business Finance Tracker Notion Template, Income and Expense, Bookkeeping, Notion Financial Planner image 1
  • May include: A screenshot of a website with a purple and white color scheme. The website is for managing business finances. The website has a menu on the left side with options like income, expenses, yearly overview, financial audits, money mindset, subscriptions, financial plan, financial habits, profit calculator, my taxes, and documentation. The website also has a calendar, a section for today's transactions, and a section for notes. The website is designed to help users stay on top of their finances.
  • May include: A screenshot of a computer screen showing a financial dashboard with a yearly overview. The dashboard is divided into sections for months, quarters, and years. Each section shows a summary of sales, cash, recurring revenue, and expenses. The dashboard also includes progress bars for sales and cash goals.
  • May include: A screenshot of a financial dashboard for the month of May 24th. The dashboard shows income, expenses, and a financial plan. The dashboard is divided into three sections: income, expenses, and financial plan. The income section shows a list of income streams, the amount of income earned, and the date the income was earned. The expenses section shows a list of expenses, the amount of each expense, and the date the expense was incurred. The financial plan section shows a list of tasks that need to be completed, the status of each task, and the deadline for each task.
  • May include: A screenshot of a website showing a dashboard for tracking income, sales, and recurring revenue. The dashboard shows a breakdown of income sources, including digital courses, a membership, and a shop. The dashboard also shows a list of transactions, including the date, amount, and payment method.
  • May include: A screenshot of a computer screen showing a financial plan for four quarters. The plan includes goals for each quarter, such as selling out 1-1 coaching program spots, making $50,000 from a sales academy launch, making $5,000 in passive income from low-ticket digital products, and generating $5,000 monthly recurring income.
  • May include: A screenshot of a computer screen showing a business dashboard with a quarterly audit report. The report includes key metrics such as total revenue, service revenue, and total expenses. The report also includes a gallery view of the data, a Q&A section, and a section for screenshots.
  • May include: A screenshot of a website with a light pink background and a white interface. The website is about financial habits and includes sections for daily and monthly habits, subscriptions, and payments. The website also includes a navigation bar with options for business finances, income, expenses, yearly overview, financial audits, money mindset, subscriptions, financial plan, financial habits, profit calculator, and my taxes.
  • May include: A digital tablet screen displaying a vision board for a money mindset. The screen is divided into sections with headings like "Journal Prompts", "Vision Board", "Affirmations", and "Reminders Box". The screen also includes a navigation menu with options like "Business Finances", "Income", "Expenses", and "Financial Plan".
  • May include: A screenshot of a website showing a profit calculator with a table of revenue goals for different business services. The table includes a column for the name of the service, the revenue goal, and the timeframe. The services listed include 1-1 coaching, magnetic sales academy, magnetic mastermind, and sales mastery membership. The total revenue goal is $125,000.00.
  • Small Business Finance Tracker Notion Template, Income and Expense, Bookkeeping, Notion Financial Planner image 1
  • Product video
  • May include: A screenshot of a website with a purple and white color scheme. The website is for managing business finances. The website has a menu on the left side with options like income, expenses, yearly overview, financial audits, money mindset, subscriptions, financial plan, financial habits, profit calculator, my taxes, and documentation. The website also has a calendar, a section for today's transactions, and a section for notes. The website is designed to help users stay on top of their finances.
  • May include: A screenshot of a computer screen showing a financial dashboard with a yearly overview. The dashboard is divided into sections for months, quarters, and years. Each section shows a summary of sales, cash, recurring revenue, and expenses. The dashboard also includes progress bars for sales and cash goals.
  • May include: A screenshot of a financial dashboard for the month of May 24th. The dashboard shows income, expenses, and a financial plan. The dashboard is divided into three sections: income, expenses, and financial plan. The income section shows a list of income streams, the amount of income earned, and the date the income was earned. The expenses section shows a list of expenses, the amount of each expense, and the date the expense was incurred. The financial plan section shows a list of tasks that need to be completed, the status of each task, and the deadline for each task.
  • May include: A screenshot of a website showing a dashboard for tracking income, sales, and recurring revenue. The dashboard shows a breakdown of income sources, including digital courses, a membership, and a shop. The dashboard also shows a list of transactions, including the date, amount, and payment method.
  • May include: A screenshot of a computer screen showing a financial plan for four quarters. The plan includes goals for each quarter, such as selling out 1-1 coaching program spots, making $50,000 from a sales academy launch, making $5,000 in passive income from low-ticket digital products, and generating $5,000 monthly recurring income.
  • May include: A screenshot of a computer screen showing a business dashboard with a quarterly audit report. The report includes key metrics such as total revenue, service revenue, and total expenses. The report also includes a gallery view of the data, a Q&A section, and a section for screenshots.
  • May include: A screenshot of a website with a light pink background and a white interface. The website is about financial habits and includes sections for daily and monthly habits, subscriptions, and payments. The website also includes a navigation bar with options for business finances, income, expenses, yearly overview, financial audits, money mindset, subscriptions, financial plan, financial habits, profit calculator, and my taxes.
  • May include: A digital tablet screen displaying a vision board for a money mindset. The screen is divided into sections with headings like "Journal Prompts", "Vision Board", "Affirmations", and "Reminders Box". The screen also includes a navigation menu with options like "Business Finances", "Income", "Expenses", and "Financial Plan".
  • May include: A screenshot of a website showing a profit calculator with a table of revenue goals for different business services. The table includes a column for the name of the service, the revenue goal, and the timeframe. The services listed include 1-1 coaching, magnetic sales academy, magnetic mastermind, and sales mastery membership. The total revenue goal is $125,000.00.
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Small Business Finance Tracker Notion Template, Income and Expense, Bookkeeping, Notion Financial Planner

templatesbygabi  

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF

Seller's description

BUSINESS FINANCES
Stay on top of your small business finances effortlessly with the *Business Finances* Notion template. Tailored for coaches, service providers, and digital entrepreneurs, it simplifies financial management with automated tracking for cash flow, sales, and recurring revenue across monthly, quarterly, and yearly periods.

Easily audit your finances and set achievable revenue goals with dedicated tracking pages for each timeframe. From quarterly assessments to daily routines, cultivate healthier financial habits and stay organized with clear insights into your business's financial health.

With practical tools and straightforward insights, take control of your business finances and steer towards sustainable growth with confidence.

WHAT CURRENCIES ARE AVAILABLE?
By default, the template is provided in USD ($), but if you prefer a different currency, just drop me a message on Etsy

NOTES
ℹ️ You can use this template with the FREE Notion version
ℹ️ The colors of the template can be modified to suit your brand
ℹ️ A basic understanding of Notion is highly recommended

HOW TO USE?
☑️ Make sure you’re familiar with Notion
☑️ After the purchase, you’ll receive a PDF with a link to the template in Notion. Open the link and click the Duplicate button in the top right corner.
☑️ Read the *Documentation* page to learn more about the content planner and how to easily customise it for your biz.

TERMS OF USE
This template is for personal use for you and your own business only. You may not resell, distribute, reproduce, or give away the template in any form even if you have made modifications. By purchasing this product you accept these terms.


🚨 Because of the nature of this product, all digital items are non-refundable and not eligible for returns or exchanges.

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Item review

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All reviews are from verified buyers. This review is shown automatically based on factors like recency, whether it includes comments, your chosen language, and whether the rating reflects the typical experience with the shop.

“a beautiful template!!! And a fast service and sweet person!!”

Nissrine

Jul 25, 2026

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NowPrice:$5.19

Original Price: $10.37

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Reviews for this item

4.6

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(5 reviews)

4.5 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
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5 out of 5 stars 5 This item

Nissrine Jul 25, 2026

a beautiful template!!! And a fast service and sweet person!!

Nissrine Jul 25, 2026

4 out of 5 stars 4 This item

Cherrly Jun 23, 2026

Maybe it is on me but I did not find a way to change currencies except going from DB to DB manually and change it in the code itself :)

Cherrly Jun 23, 2026

4 out of 5 stars 4 This item

Inactive account Aug 20, 2025

It's quite good in overall.

Inactive account Aug 20, 2025

5 out of 5 stars 5 This item

Helena May 17, 2025

Excellent planner. Has everything I needed.

Helena May 17, 2025

Seller's description

Specifications

BUSINESS FINANCES
Stay on top of your small business finances effortlessly with the *Business Finances* Notion template. Tailored for coaches, service providers, and digital entrepreneurs, it simplifies financial management with automated tracking for cash flow, sales, and recurring revenue across monthly, quarterly, and yearly periods.

Easily audit your finances and set achievable revenue goals with dedicated tracking pages for each timeframe. From quarterly assessments to daily routines, cultivate healthier financial habits and stay organized with clear insights into your business's financial health.

With practical tools and straightforward insights, take control of your business finances and steer towards sustainable growth with confidence.

WHAT CURRENCIES ARE AVAILABLE?
By default, the template is provided in USD ($), but if you prefer a different currency, just drop me a message on Etsy

NOTES
ℹ️ You can use this template with the FREE Notion version
ℹ️ The colors of the template can be modified to suit your brand
ℹ️ A basic understanding of Notion is highly recommended

HOW TO USE?
☑️ Make sure you’re familiar with Notion
☑️ After the purchase, you’ll receive a PDF with a link to the template in Notion. Open the link and click the Duplicate button in the top right corner.
☑️ Read the *Documentation* page to learn more about the content planner and how to easily customise it for your biz.

TERMS OF USE
This template is for personal use for you and your own business only. You may not resell, distribute, reproduce, or give away the template in any form even if you have made modifications. By purchasing this product you accept these terms.


🚨 Because of the nature of this product, all digital items are non-refundable and not eligible for returns or exchanges.

  • Designed by
    templatesbygabi
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF
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Meet your seller

templatesbygabi
Gabriela
templatesbygabi ·

Sofia, Bulgaria

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.9
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6k sales
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5 years on Etsy

Usually responds in a few hours

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

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