Price:$39.00

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Small Business Finance Tracker — Expenses, Invoices & Cash Flow Dashboard | Interactive, Works Offline, No Spreadsheet Skills

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Highlights

  • Designed by LedgrlyTemplates
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 ZIP

Run your whole business's money from one simple, beautiful file — no spreadsheet skills, no logins, no monthly fee.

The Ledgrly Small Business Finance Kit is an interactive dashboard you open right in your web browser (not a spreadsheet you have to wrestle with). Type your numbers and watch the charts, totals, and summaries build themselves. It works on any computer, completely offline, and your data never leaves your machine.

FOUR CONNECTED TOOLS IN ONE FILE
💸 Expense Tracker — log every expense; auto budgets, categories, and a year-end tax summary.
🧾 Invoice Tracker — see what's outstanding, who to chase, and receivables aging at a glance.
📈 Financial Dashboard — turn your activity into cash flow, budget variance, and an A–D health score.
🗂️ Document Log — the master view that automatically rolls up your Expenses, Invoices, and Financial entries in one place.

WHY IT'S BETTER THAN A SPREADSHEET
✓ Opens in any browser (Chrome, Safari, Edge, Firefox) — nothing to install, no account, no internet needed.
✓ No formulas to break. Click "Load Sample" to explore with example data, then "Clear Data" to start your own.
✓ Light & dark mode, print-ready summaries, and one-click Export to CSV for Excel, Google Sheets, or your accountant.
✓ 100% private — everything saves in your own browser, on your computer. Back up anytime with one click.

HOW IT WORKS
1. Buy, download the ZIP, and unzip it.
2. Double-click the file — it opens in your browser.
3. Tap "Load Sample" to take a tour, then "Clear Data" and start tracking. That's it.

WHAT YOU GET
One ZIP containing the kit (one self-contained file), a 2-minute Start-Here guide (PDF), and a README.

FAQ
Is this a spreadsheet (Excel / Google Sheets)? No — it's a friendlier interactive finance tool that opens in your web browser. You get the same "type it in, see your numbers" experience without any spreadsheet skills, and you can Export to CSV for Excel or Sheets anytime.
How do I open it? Double-click the included .html file. It opens in any browser. No install, no sign-up, no internet required.
Where is my data saved? Is it private? It saves automatically in your browser, on your own computer — nothing is uploaded or tracked. Use the one-click Backup (JSON) to keep a copy or move to a new computer.
Does it work on a phone or tablet? It works best on a laptop or desktop, where there's room for the dashboards and data entry.
Mac or Windows? Both — anything with a web browser.
Refunds: Because this is an instant digital download, all sales are final — but message me with any question before or after buying and I'll make sure you're set up and happy.

Questions? Message me any time — I'm happy to help. Made by Ledgrly.

Production partners

LedgrlyTemplates makes this item with help from

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