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Small Business Financial Planner Excel Template, Budget, Cash Flow, Profit Tracker (Digital Download)

Price:$3.99

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Highlights

  • Designed by DigitalLifeRaw
  • Digital download
  • Digital file type(s): 1 PDF, 3 other files

Know where your business money goes — without learning accounting.

The DigitalLifeRaw Small Business Financial Planner is an Excel workbook that turns your sales and expenses into a live dashboard: profit, cash in the bank, tax to set aside and your biggest costs, all updated for you.

★ LAUNCH SALE — 50% OFF FOR A LIMITED TIME ★

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WHAT'S INSIDE — 9 TABS
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• Start Here — a 5-step guide and colour key
• Setup — business name, any currency, the month your year starts, your categories
• Budget — a 12-month plan (up to 10 income and 20 expense lines)
• Transactions — log up to 1,000 sales and expenses with dropdowns
• Dashboard — revenue, expenses, net profit, margin, cash, tax set-aside, charts and your top 5 costs
• Budget vs Actual — pick any month and see On Track / Over Budget for every category
• Cash Flow — actual, plan and forecast, with a low-cash alert you set
• Actuals — the monthly totals behind every number
• Break-Even — sales needed to cover costs and hit your profit target, plus price what-ifs

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WHY YOU'LL LIKE IT
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✓ No formulas to write — type in the white cells, everything else is automatic
✓ Works in any currency
✓ Start your year in any month
✓ Formulas are protected (no password) so nothing breaks by accident
✓ Mistakes are highlighted so you can fix them fast
✓ A sample file with example data so you can explore before you start

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WHAT YOU GET
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1. Small Business Financial Planner — blank (.xlsx)
2. Sample planner filled with example data (.xlsx)
3. Quick-Start Guide (PDF)
4. Narrated video tutorial (.mp4)

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HOW IT WORKS
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1. Download the files from your Etsy Purchases page or the link in your order email.
2. Open the blank planner in Microsoft Excel and fill in the Setup tab.
3. Add your monthly budget.
4. Record sales and expenses as they happen — the Dashboard does the rest.

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COMPATIBILITY
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• Microsoft Excel 2010 or newer, on Windows or Mac, including Microsoft 365
• Not designed for Google Sheets, Apple Numbers or phone apps
• Fonts and colours may look slightly different on your screen

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PLEASE NOTE
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• This is a digital download. Nothing will be shipped.
• Because files are delivered instantly, I can't accept returns — but if anything isn't working, message me and I'll help.
• Licensed for use in one business. Please don't share, resell or redistribute the files.
• This planner is an organising tool, not accounting, tax or financial advice.

Questions? Send me a message — I usually reply within a day.

© DigitalLifeRaw · digitalliferaw.com

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Listed on Oct 9, 2026
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