• May include: A Notion template for a small business budget and expense dashboard. The graphic features a money bag icon, the text Budget & Expense Dashboard, and data cards showing Net Profit, Marketing status, and Emergency Fund percentages.
  • May include: A digital dashboard interface titled Budget Categories displaying a table with columns for Category, Monthly Budget, Actual Spent, Remaining, and Status. Rows list Marketing, Software & Tools, Office Supplies, and Travel expenses.
  • May include: A digital dashboard titled Small Business Budget & Expense Dashboard. It displays sections for Unpaid Bills, Savings Goal Progress, and Over-Budget Categories with specific financial data, progress bars, and status labels in a clean layout.
  • May include: A digital expense tracking dashboard interface titled Expenses - Board by Category. It displays four columns labeled Marketing, Software & Tools, Office Supplies, and Travel, each containing itemized lists with costs, dates, and tax-deductible tags.
  • May include: A digital dashboard interface titled Bills & Goals featuring a list of recurring payments with due dates and amounts, alongside a savings goals tracker with progress percentages. The text reads Never miss a bill. Hit your goals.
  • May include: A digital dashboard interface titled Monthly Review displaying a table with columns for Month, Income, Expenses, and Net Profit for June through September 2026. A dark green sidebar lists features including an income tracker and budget categories.
  • May include: A Notion template for a small business budget and expense dashboard. The graphic features a money bag icon, the text Budget & Expense Dashboard, and data cards showing Net Profit, Marketing status, and Emergency Fund percentages.
  • May include: A digital dashboard interface titled Budget Categories displaying a table with columns for Category, Monthly Budget, Actual Spent, Remaining, and Status. Rows list Marketing, Software & Tools, Office Supplies, and Travel expenses.
  • May include: A digital dashboard titled Small Business Budget & Expense Dashboard. It displays sections for Unpaid Bills, Savings Goal Progress, and Over-Budget Categories with specific financial data, progress bars, and status labels in a clean layout.
  • May include: A digital expense tracking dashboard interface titled Expenses - Board by Category. It displays four columns labeled Marketing, Software & Tools, Office Supplies, and Travel, each containing itemized lists with costs, dates, and tax-deductible tags.
  • May include: A digital dashboard interface titled Bills & Goals featuring a list of recurring payments with due dates and amounts, alongside a savings goals tracker with progress percentages. The text reads Never miss a bill. Hit your goals.
  • May include: A digital dashboard interface titled Monthly Review displaying a table with columns for Month, Income, Expenses, and Net Profit for June through September 2026. A dark green sidebar lists features including an income tracker and budget categories.
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Small Business Budget & Expense Tracker Notion Template | Cash Flow Dashboard (Digital Download)

Item highlights

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

Seller's description

Looking for a simple way to track small business expenses and stay on budget without spreadsheets?

The Small Business Budget & Expense Dashboard is a Notion template that brings your income, expenses, budgets, bills and savings goals into one tidy place. Everything is linked and calculates on its own, so you spend less time doing math and more time running your business.

WHAT'S INSIDE

Main Dashboard with 3 live sections:
• Unpaid Bills – shows what's still due, soonest first
• Over-Budget Categories – automatically flags any category where this month's spending is over its budget
• Savings Goal Progress – see how close you are to each goal as a percentage

Guides and routines:
• START HERE – a 5-step setup guide, written for people new to Notion
• Monthly Budgeting Routine – a once-a-month checklist to catch up, review, reset and tidy up

Money Snapshot:
• Income and expenses grouped by month, plus a month-over-month profit table

6 linked databases:
• Budget Categories – set a monthly budget per category; Remaining and an Over Budget / On Track status calculate automatically
• Expenses – tag each expense by category and mark it tax deductible; only the current month's spending counts toward your budget, so it resets on its own every month
• Income – track money in by source and category
• Savings Goals – Progress % calculates automatically from what you've saved
• Bills & Recurring Payments – due dates, frequency and a Paid checkbox, plus a bill calendar
• Monthly Review – log your totals each month and Net Profit (income minus expenses) calculates for you

Sample data is included so you can see how everything works, and every table has easy steps to clear it out and start fresh.

WHY YOU'LL LOVE IT

• Instant download – get your template link right after purchase
• Works on the Notion free plan – no paid Notion account needed
• Fully customizable – rename categories, add columns, change colors, make it yours
• Lifetime access – duplicate it once and it's yours to keep and use forever
• Beginner friendly – step-by-step START HERE guide included

HOW IT WORKS

1. Purchase and download the PDF
2. Click the template link inside the PDF
3. Click Duplicate to copy it into your own Notion workspace
4. Open START HERE and follow the 5 steps

This is a digital product. No physical item will be shipped. Notion™ is a trademark of Notion Labs, Inc. This template is an independent creation and is not affiliated with, endorsed by, or sponsored by Notion Labs, Inc.

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Price:$12.00

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Delivery

Instant download

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Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A Notion template for a small business budget and expense dashboard. The graphic features a money bag icon, the text Budget & Expense Dashboard, and data cards showing Net Profit, Marketing status, and Emergency Fund percentages.

Looking for a simple way to track small business expenses and stay on budget without spreadsheets?

The Small Business Budget & Expense Dashboard is a Notion template that brings your income, expenses, budgets, bills and savings goals into one tidy place. Everything is linked and calculates on its own, so you spend less time doing math and more time running your business.

WHAT'S INSIDE

Main Dashboard with 3 live sections:
• Unpaid Bills – shows what's still due, soonest first
• Over-Budget Categories – automatically flags any category where this month's spending is over its budget
• Savings Goal Progress – see how close you are to each goal as a percentage

Guides and routines:
• START HERE – a 5-step setup guide, written for people new to Notion
• Monthly Budgeting Routine – a once-a-month checklist to catch up, review, reset and tidy up

Money Snapshot:
• Income and expenses grouped by month, plus a month-over-month profit table

6 linked databases:
• Budget Categories – set a monthly budget per category; Remaining and an Over Budget / On Track status calculate automatically
• Expenses – tag each expense by category and mark it tax deductible; only the current month's spending counts toward your budget, so it resets on its own every month
• Income – track money in by source and category
• Savings Goals – Progress % calculates automatically from what you've saved
• Bills & Recurring Payments – due dates, frequency and a Paid checkbox, plus a bill calendar
• Monthly Review – log your totals each month and Net Profit (income minus expenses) calculates for you

Sample data is included so you can see how everything works, and every table has easy steps to clear it out and start fresh.

WHY YOU'LL LOVE IT

• Instant download – get your template link right after purchase
• Works on the Notion free plan – no paid Notion account needed
• Fully customizable – rename categories, add columns, change colors, make it yours
• Lifetime access – duplicate it once and it's yours to keep and use forever
• Beginner friendly – step-by-step START HERE guide included

HOW IT WORKS

1. Purchase and download the PDF
2. Click the template link inside the PDF
3. Click Duplicate to copy it into your own Notion workspace
4. Open START HERE and follow the 5 steps

This is a digital product. No physical item will be shipped. Notion™ is a trademark of Notion Labs, Inc. This template is an independent creation and is not affiliated with, endorsed by, or sponsored by Notion Labs, Inc.

  • Designed by
    TidyStackCo
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF
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