Description
A plug-and-play cash flow and budgeting spreadsheet that shows exactly where your money is going. Enter your income and expenses and the charts update automatically — there are no formulas to build.
What’s inside
- 12-month cash flow forecast with automatic charts
- Monthly budget vs actual tracker
- Income and expense categories you can rename
- Visual dashboard with totals and trends
- Works in Excel and Google Sheets
- Pre-built formulas — just type your numbers
Who it’s for
Small business owners and freelancers who want a clear picture of their finances without hiring a bookkeeper or learning spreadsheets.
Frequently asked questions
Do I need to know spreadsheets?
No. Every formula and chart is already built. You only type in your income and expenses — everything else updates on its own.
Does it work in Google Sheets?
Yes. You get both an Excel file and a Google Sheets version, so use whichever you prefer.
Is this a subscription?
No — it’s a one-off purchase. Download it once and it’s yours to use every year.
Reviews
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