Small Business Budget Spreadsheet


Easy Budget
product rating4.69 / 5
84 reviews

NOTE: This is a digitally downloaded product (Excel File).

Are you a soloprenaur, side hustler, or small business owner struggling to manage the basic financials of your business every month?. . .

You would sleep much at night if you kept better records of your business’s revenue, expenses, and profits. Plus, you wish it was simple to know when and how much you could pay yourself instead of doing it willy nilly and hoping for the best. . .

INTRODUCING THE SMALL BUSINESS BUDGET SPREADSHEET! This template + mini course will help you to…

IMPORTANT: This small business budget system is NOT a full accounting system. If you have a mid to large size business, I recommend you use a full accounting software like Quickbooks ($14-$100/mo) to track your business’s financials so you can generate a cash flow statement, balance sheet, and profit and loss statement plus keep track of your other financials in a more detailed manner. If all of that sounds like a little much for your current stage of business, this spreadsheet and system is probably right for you! This is a simple, easy to use, and easy to understand system for very small businesses and solopreneurs who are in the beginning stages of getting organized financially. With this system you will begin to understand your business’s revenue, expenses, and profits more clearly. See the video below for more details on if this system is right for your business and a short walkthrough.

NOTEThis tool works best with Excel, but can also be used with Google Sheets.

To open in Google Sheets, download and save the file to your computer without opening it. Open Google Sheets. In the upper right quadrant, select the Manila folder icon to “upload file”. Refresh often.

Our Small Business Budget Spreadsheet allows you to easily track your business's revenue, expenses, profits, and quickly determine when and how much you can pay yourself!

+ User friendly and FAST

+ Fully automated (formulas built-in!)

+ 35-minute Mini Course + Tutorial on How to Budget for your Small Business included

+ Perfect for small businesses, solopreneurs, side hustlers, and gig workers (e.g. bloggers, Etsy shop owners, home bakeries, digital product creators, coaches, etc.)

+ Fully editable (colors, fonts, add lines, etc.)

+ Clearly displays your monthly financials: revenue, expenses, profits, and how much you’ve paid yourself

+ Clearly displays your annual financials: revenue, expenses, profits, and how much you’ve paid yourself.

+ Perfect for complete beginners OR those with no clear system in place

+ This spreadsheet is NOT a complete accounting system

+ This spreadsheet does NOT have an inventory management system, it’s only for budgeting and tracking basic financials

+ Once you complete your purchase you will be emailed 2 things: 1 Excel File Spreadsheet (can also be converted to Google Sheets) and 1 35-minute Mini Course

Based on 4 reviews
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1-4 of 4 reviews
  1. The spreadsheet is super simple in the best possible way! Having been a previous QuickBooks user and not using half of what the program offered, I really appreciate the simplicity and ease of use of the Small Business Budget Spreadsheet. The accompanying video was an added bonus and showed me exactly how to use the spreadsheet.

  2. I cannot tell you how helpful this spreadsheet is! I am not the best at keeping track and this has been very helpful! It is very easy to use and so convenient to have.

  3. The small business budget spreadsheet is so easy to use!! But even more importantly, it allows you to see how your business is doing at a glance because everything is right there on the same sheet. Struggling to easily understand how your business is performing? Merilee’s video tutorial also helps you understand where the money should be going each month: taxes, savings, paying yourself, etc. I don’t want to pay for an accounting service each month, but this spreadsheet makes complete sense to me, and is much more organized than what I was doing on my own!

  4. This is a helpful way to track your business income and expenses. I wish I had this spreadsheet from the get-go!

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