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Trusted by 76,000+ customers worldwide
Tired Of Guessing Your Numbers Each Month?
The small business budget that gives you the full picture.
Most small business owners do not actually know their numbers. Money comes in, money goes out, and somewhere in the middle there is hopefully a profit. Hopefully.
This template ends the hoping. Income, expenses, taxes, payroll, cash flow and profit, all in one connected spreadsheet that updates the moment you enter a number.
💼 Everything You Need To Run The Numbers
- ✅ Income Tracker - every revenue stream in one view
- ✅ Expense Categories - 25+ pre-built categories you can rename or add to
- ✅ Tax Tracker - set aside the right percentage every month, never get caught short
- ✅ Cash Flow Forecast - see the next three to six months before they happen
- ✅ Profit and Loss Dashboard - real margins, not gut feel
- ✅ Owner Pay and Distributions - take a salary that does not break the business
- ✅ Annual Dashboard - the full year at a glance, ready for your accountant
📊 Built For Real Small Businesses
- Service businesses, e-commerce, freelancers, consultants, agencies.
- Sole traders all the way up to teams of ten.
- Works alongside Quickbooks, Xero, or on its own.
- Renamable categories so your industry language fits naturally.
🎯 Why This Works When Spreadsheets Usually Fail
- It is one file. Income, expenses, tax and cash flow all connected, so a change in one feeds the others.
- It is built for owners, not accountants. Plain English, clear dashboards, no jargon walls.
- It scales with you. Add categories, add months, add a forecast year, the formulas keep working.
- You own it forever. One-time purchase. No monthly subscription per seat.
⚡ Get Started In Under 10 Minutes
- Instant download. The link arrives in your email within seconds of checkout.
- Make a copy. One click to copy to your Google Sheets or open in Excel.
- Follow the Setup tab. Clear, step-by-step instructions.
- Enter your numbers. The rest of the system auto-populates around them.
Works on Google Sheets and Excel, on any device.
🛡️ The "Actually Use It" Guarantee
Try this for 14 days. If you set it up, use it for at least a week, and genuinely feel it is not right for you, email us and we will refund you in full.
All we ask is that you show us you gave it a real go. Send a quick screenshot of your setup and tell us what did not work. No hard feelings.
Trusted by 76,000+ customers worldwide
Run Your Entire Business From One Spreadsheet
4 complete systems. 48 tabs. No accounting software required.
Right now your income sits in one app, your invoices in another, your stock is guessed from memory, and your personal budget is nowhere. This bundle brings bookkeeping, inventory, clients, invoicing and your annual budget into one place, so you can see exactly where your business (and your money) stands at a glance.
- ✅ 4 spreadsheets in Google Sheets and Excel
- ✅ Use forever with a one-time purchase
- ✅ Set up in under 10 minutes
📦 Everything You Get Today
- ✅ Small Business Bookkeeping (14 tabs) - $47 value
- ✅ Inventory Tracker (4 tabs) - $37 value
- ✅ Client & Invoice Tracker (4 tabs) - $37 value
- ✅ Ultimate Annual Budget (28 tabs) - $47 value
Total Value: $168. Your Price: $67 (over 50% off).
SMALL BUSINESS BOOKKEEPING (14 tabs)
Track income, expenses and profit without any manual math.
- ✅ Income & Expense Logs - up to 10,000 rows, categorised automatically
- ✅ Monthly, Quarterly, Annual & 5-Year Dashboards - your numbers roll up on their own
- ✅ Sales Tax Tracker - see tax collected vs tax paid at a glance
- ✅ Sub-Category Dashboard - break down exactly where money goes
- ✅ Mileage Tracker - auto-calculate reimbursement on the go
- ✅ Account Balance Tracker - track up to 25 bank accounts
INVENTORY TRACKER (4 tabs)
Know your stock value and never run out again.
- ✅ Inventory & Materials - live stock value and low-stock alerts
- ✅ Price Calculator - work out the true cost and margin of every product
- ✅ Price List - see your most profitable products and best sellers
- ✅ Auto-generated SKUs and barcodes for every item
CLIENT & INVOICE TRACKER (4 tabs)
Keep every client, follow-up and invoice in one organised place.
- ✅ Client Tracker - contact info, lead source and revenue forecast in one dashboard
- ✅ Overdue Follow-Up Alerts - see who to chase today
- ✅ Invoice Tracker - invoiced, paid and outstanding amounts at a glance
- ✅ Branded Invoice - add your logo and export to PDF in one click
ULTIMATE ANNUAL BUDGET (28 tabs)
Our best-selling personal budget, included so your business and home finances finally live together.
- ✅ Smart Bill Calendar - automate recurring income, bills and debts
- ✅ Monthly Dashboards x 12 - each month auto-populates
- ✅ Debt Payoff (4 methods) - snowball, avalanche, custom or credit-score focus
- ✅ Savings & Sinking Funds - track up to 40 savings goals
- ✅ 50/30/20 Dashboard and Net Worth Tracker
🎯 Why This Works When Other Systems Fail
- Everything in one place. Bookkeeping, stock, clients and budget stop living in five different apps and finally talk to each other.
- Built for real business. Add rows, hide tabs you do not need, and the dashboards keep working.
- One-time purchase, lifetime use. No subscriptions, no monthly fees, no upsells.
⚡ Get Started In Under 10 Minutes
- Instant download. Your link arrives by email seconds after checkout.
- Make a copy. One click to copy into Google Sheets, or open in Excel.
- Follow the Setup tab. Clear, step-by-step instructions in every file.
- Enter your numbers. The dashboards build themselves around them.
Works on Google Sheets and Excel, on any device. The Excel version requires the latest Microsoft 365 or Excel 2024. The Google Sheets version is always included as an alternative.
Need a currency other than $? Send us a message and we will customise your template within 24 hours.
🛡️ The "Actually Use It" Guarantee
Try this for 14 days. If you set it up, use it for at least a week and genuinely feel it is not right for you, email us and we will refund you in full. All we ask is that you show us you gave it a real go with a quick screenshot of your setup. No hard feelings.
For information only. JRen Digital does not provide tax, accounting or legal advice.