Spreadsheet Template

Business Finance Kit

A set of spreadsheet templates for keeping track of business expenses, invoices and payment status. Includes an expense tracker, invoice tracker, monthly summary sheet and a finance overview dashboard.

Organisational tool only. This is not accounting software. It does not calculate taxes, provide tax advice, or provide financial or investment advice. Please consult a qualified accountant or financial professional for accounting, tax or financial guidance.

$49.99 One-time payment

Digital product. No physical item will be shipped.

Online payments temporarily paused pending gateway approval.

See our Refund Policy

	A	B	C	D	E	F	G
1	Date	Description	Category	Amount	Payment Method	Vendor	Notes
2	2026-01-05	Example: website hosting	Software	$59.00	Credit Card	Example Vendor A	Example expense
3	2026-01-08	Example: office chair	Equipment	$149.99	Bank Transfer	Example Vendor B	Example expense
4	2026-01-12	Example: social media ads	Marketing	$80.00	Credit Card	Example Vendor C	Example expense
5	2026-01-18	Example: train tickets	Travel	$32.50	Cash	Example Vendor D	Example expense
6	2026-02-01	Example: accountant consult	Prof. Services	$200.00	Bank Transfer	Example Vendor F	Example expense

What's included

Expense Tracker sheet — Date, Description, Category, Amount, Payment Method, Vendor, Notes
Expense Category dropdown: Software, Equipment, Marketing, Travel, Office Supplies, Professional Services, Utilities, Other
Invoice Tracker sheet — Invoice #, Client Name, Issue Date, Due Date, Amount, Status, Payment Date, Payment Method, Notes
Invoice Status dropdown: Draft, Sent, Paid, Overdue, Cancelled
Monthly Summary sheet (expense and invoice totals by month — updates automatically)
Finance Overview Dashboard (expense totals by category, invoice totals — updates automatically)
Auto-filter on all columns in both trackers
Frozen header rows
Instructions sheet including organisational-tool disclaimer
8 example expense rows and 6 example invoice rows, clearly marked as demo data

Important limitation: This product is an organisational spreadsheet. It is not accounting software. It does not provide tax advice, calculate taxes for any jurisdiction, or provide investment or financial advice. For accounting, tax or financial guidance please consult a qualified professional.

File format

Format: Excel-compatible .xlsx file
Works in Microsoft Excel 2016 and later
Works in Google Sheets (upload to Google Drive and open)
Works in LibreOffice Calc

Who this is for

Freelancers who want a simple way to track business expenses
Small business owners keeping a record of invoices and payment status
Self-employed people wanting to organize financial records (not for tax preparation)
Anyone who wants a structured log of expenses and invoices without complex software

How to use it

Download the .xlsx file after purchase
Open in Microsoft Excel or Google Sheets
Read the Instructions sheet including the disclaimer
Delete all example rows from the Expense Tracker and Invoice Tracker
Log your expenses in the Expense Tracker as they occur
Add invoices to the Invoice Tracker and update the Status as payments are received
Review the Monthly Summary and Dashboard sheets for an overview of your records

Business Finance Kit

$49.99

One-time payment

Payments paused for gateway approval.

What you receive:

XLSX business-finance-kit.xlsx

Digital product. No physical item will be shipped.

Organisational tool only. Not accounting software. No tax or financial advice.

Refund Policy • Terms of Service • Contact