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English
$
USD
I will create a professional excel finance tracker for small business owners
Rodrigo B.
About this gig
Stay on top of your business finances with this ready-to-use Excel tracker, built specifically for small business owners and self-employed entrepreneurs who need to separate business and personal finances.
Track revenue by client/invoice with issued/pending status
Automatically split business vs. personal expenses
Monthly tax reserve tracking (customizable)
Annual revenue limit tracker with visual progress and alerts
Visual dashboard with automatic balance calculation
Pre-filled example data plus 50 blank rows ready for your own numbers
100% automatic formulas just enter your data
Delivered as a ready-to-use .xlsx file, fully compatible with Excel and Google Sheets.
Get to know Rodrigo B.
Rodrigo B.
Planilhas e templates digitais
- FromBrazil
- Member sinceAug 2026
- Avg. response time13 hours
Languages
English
Sou o criador por trás da Everstack. Trabalho criando planilhas e templates digitais que ajudam freelancers e autônomos a organizar as finanças sem complicação. Cada produto é pensado pra ser prático desde o primeiro uso.
FAQ
Do I need Excel to use this?
No — it works in both Microsoft Excel and Google Sheets (just upload it to Google Drive and open with Google Sheets).
Can I customize the categories?
Yes! The Basic package includes the ready-made categories. If you'd like custom categories, colors, or branding, check out the Standard or Premium packages.
Is this a one-time purchase or subscription?
One-time purchase — the file is yours to keep and use every month, no subscription required.
Is this suitable for businesses outside the US?
Yes — the annual revenue limit tracker works with any currency or threshold you set, so it adapts to your local business rules.
