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Small Business Tracker for Income and Expenses

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated March 21, 2026
Created by Natalia Prokhorenko
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Template Specification

Format Google Sheets, Excel
Created June 9, 2025
Last Updated March 21, 2026
Community Added to collections by 20 Users
Usage Stats 137 downloads this month

About this template

Our Small Business Spreadsheet for Income and Expenses will help you keep track of these company metrics in one place. The template includes separate placeholders and tables for different revenue and expenditure channels. The best part is that you can use this spreadsheet template for free.

A Simple Tool for Tracking Income and Expenses

With our template in Google Sheets and Excel formats, you can store key information on income sources and company costs in a unified format. Track these metrics and record them for each month. Built-in functions instantly calculate monthly and annual totals for each channel.

Our financial tracker includes six sections:

  • A table for entering profit.
  • Three separate tables for expenses (operating, payroll, and office).
  • Fields for automatically calculating total expenses for each month and year.
  • Fields for automatically calculating net profit for each month and year.

You can enter income and expenses and get an overview of your business's financial situation right away. The simple and formal black-and-white layout makes this option suitable for both presentations and personal accounting.

Find more Excel finance templates on our website.

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Free Template
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Choose your platform and start editing right away
Edit in Google Sheets
Download in Excel
No account required • Attribution required
Customize text, images, and colors
Print-ready for home or office
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How to Use and Edit This Template

1

Get Your Document

Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel
2

Customize Everything

Easily change colors, fonts, and layouts to match your unique style or brand identity
3

Add Your Content

Fill in your data, upload images, and replace the placeholder text with your own information
4

Print, Export, or Share

Print, export as PDF, or share instantly

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