Description
Get a clearer view of your business finances with this digital small business budget dashboard spreadsheet. Designed for small business owners and freelancers, this workbook helps you organise income and expenses, set monthly budgets, compare actual results against plan, and review annual performance in one place.
This is a digital download, not a physical item.
What it does:
– guides you through setup and workflow
– lets you define and manage income and expense categories
– provides a blank transaction entry sheet with validation fields
– includes a worked example sheet to show how the workbook functions
– supports monthly budget planning by category
– summarises monthly actual vs budget performance
– provides annual totals, variances, margins, and profit highlights
– includes a dashboard with KPI metrics, profit trends, and category spending breakdowns
– includes built-in checks for calculation verification and error handling
How to use it:
1. Purchase the listing on Etsy.
2. Download the PDF access guide provided after purchase.
3. Use the guide to access and download the product ZIP file.
4. Extract the files and read the Read-Me.txt file.
5. Open the XLSX workbook in compatible spreadsheet software and follow the Guidance sheet before entering your own data.
This workbook is suited to customers who want a structured budgeting system without relying on macros or external data connections. It is useful for planning budgets, tracking transactions, reviewing variances, and understanding profit performance over the year.
Please note:
– digital product only; no printed item will be shipped
– supplied as an XLSX workbook inside a ZIP download accessed via a PDF guide
– no macros, external data connections, or automatic account synchronisation are included
– for personal use in your own work only; do not resell or redistribute the files
