Small Business Profit Tracker — Excel & Google Sheets Template (Income, Expenses, Invoices, Dashboard)

Know your numbers before they know you. One file that tells you what your business actually made this month — no accounting software, no subscription, no course.

Log your income and your costs in under ten minutes a week. The dashboard does the rest: profit by month, margin, running cash, what you are owed, and exactly where your money is going.

What you get

• Setup tab — your business details and editable category lists that feed every dropdown.
• Income tab — 500 rows for sales and payments received, with tax collected tracked separately.
• Expenses tab — 500 rows for every cost, with a deductible flag for tax season.
• Invoices tab — what you have billed but not been paid for. Anything overdue turns red, with the days late.
• Dashboard — income, expenses, net profit, margin, cash in hand, tax collected and paid, a month-by-month table, your biggest expense categories and two charts. It updates itself.
• Quick Start Guide (PDF, 4 pages) — set up in five minutes, the ten-minute Friday habit, how to read your numbers, and how to fix anything that looks wrong.

Works wherever you work

• Opens in Microsoft Excel and imports straight into Google Sheets — formulas, dropdowns and charts included.
• No macros, no add-ons, nothing to install, no subscription.
• Nothing is locked: rename tabs, add columns, change the colours, make it yours.
• An example row on every tab shows you the format. Delete it and start.

Who it is for

Freelancers, shops, salons, trades, coaches and online sellers — anyone busy enough to have lost track of what is actually profitable.

Instant download. Yours forever, one payment. This is a tracker, not accounting software and not tax advice — check tax specifics with a professional in your country.

Beyond Theory Digital — beyondtheorydigital.com