Business Expense Tracker | Income, Expense, Invoice Dashboard | P&L, Cash Flow | Excel + Google Sheets Template

Business Expense Tracker and Income & Invoice Dashboard for Excel and Google Sheets. Track income, expenses and invoices in one workbook, with a profit & loss statement, a 12-month cash flow forecast and a dashboard that updates as you enter data. Built for freelancers and small business owners.

Do you know exactly how much your business made last month? Or how many months you could survive if your biggest client walked away tomorrow? Most freelancers and small business owners can't answer either question — because their finances are scattered across bank emails, random spreadsheets, and sticky notes. That's not a money problem. It's a visibility problem.

Business Finance Dashboard is not just a budget template. It's a complete financial system in Google Sheets and Excel — 9 connected tabs that give you full visibility of your business finances: income, expenses, invoices, P&L, cash flow, tax estimates, and the financial health metrics most templates never show you.

✓ What's included:
Dashboard — live KPIs + charts updated automatically

Financial Health Insights — know your cash runway, spot client concentration risk before it hurts you, and see your real income across currencies

Income Tracker — log every payment received

Expense Tracker — track every business cost

P&L Statement — automatic monthly profit & loss

Invoice Tracker — manage and chase invoices

Cash Flow Forecast — 12-month projection

Tax Estimator — Spain (IRPF + VAT) + Global version

Settings — customize currency, exchange rates, categories

🎯 The feature no other template has: know your numbers that actually matter.
Cash Runway — how many months can you survive on your current balance and spend rate?

Client Concentration Risk — what % of your income depends on your top client? (industry rule of thumb: over 50% is a red flag)

Real Multi-Currency — bill in EUR, USD, and GBP? See your true consolidated income, not just a currency symbol swap.

Who this is for:
Freelancers, consultants, designers, developers, coaches, small agencies, solopreneurs, and self-employed professionals who need clear financial visibility without hiring an accountant.

How it works:
Download and open in Google Sheets or Excel

Enter your income and expenses (5 minutes)

Your dashboard — and your financial health insights — update automatically

Know your numbers every day

Key Highlights:
9 connected tabs: Dashboard + Financial Health Insights + Income + Expenses + P&L + Invoices + Cash Flow + Tax + Settings

Automatic dashboard — KPIs and charts update as you enter data

Advanced metrics: Cash runway, client concentration risk, and real multi-currency conversion

Dual platform: Works in Google Sheets (free) AND Excel 2016+ (both versions included)

Tax estimator: For Spain (IRPF + VAT) and global version included

Bonus tools: 4 Python scripts for CSV import (Wise/Stripe/PayPal/generic), invoice PDF generation, financial reporting, and tax calculation (Spain/UK/US)

No accounting knowledge needed — just enter income and expenses

Instant download. One-time payment. Lifetime access. 30 days email support.

Stop guessing your numbers. Start knowing them — including the ones that could actually save your business. Get Business Finance Dashboard today.

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We strive to provide top-quality tools to help professionals like you. If this dashboard has helped you take control of your finances and save time, please consider leaving a 5-star ⭐️⭐️⭐️⭐️⭐️ review on Etsy. Thank you for supporting our work!