Small Business Finance Manager – Google Sheet Template
Originally published: 17/10/2022 08:29
Publication number: ELQ-25571-1
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Small Business Finance Manager – Google Sheet Template

Take control of your finances with our simple and effective Small Business Finance Manager Google Sheet template.

Description
Manage Small business finances with ease: You can manage all your financial transactions with just one Google Sheet file!
It will automatically generate a Profit and Loss Statement (also called Income Statement) for your business, calculate the balances in all your financial accounts (bank accounts, credit cards, and cash), and generate a Cash Flow Report showing money flowing in and out of your accounts.



The amazing features this template provides are:
1. Simple & Effective design with easy data entry. Get started in minutes & spend less time in managing data.
2. View the total balances with all your accounts in one place in the Dashboard
3. Generate an automated Profit & Loss Statement (or income statement) for your business
4. Easily view the money flow in and out monthly into your accounts in Cash Flow Report
5. Make smarter business decisions by knowing valuable business insights about income and expense trends in the Business Insights dashboard
6. See a list of all unpaid invoices and bills in Unpaid Report
7. Generate Customer and Supplier reports
8. Supports 14 types of financial transactions including bulk payments, refunds, credits, and transfers


Once you enter the starting balances in your accounts and set up the sub-categories of transactions - very few data entry columns are needed. 
Though it is simple to use, it is packed with features – Automated Dashboards and reports – that effectively address small business needs.


The template can also handle Bulk Payments made by customers and Bulk Payments made by you. Refunds to Customers and Refunds by Suppliers are also supported. Transfers from one account to another account can be managed. Credit Memos can also be entered and tracked.

This Best Practice includes
1 PDF File with link to download your copy of the Google Sheet Template

Acquire business license for $49.00

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Further information

Please note that this is a stand-alone Google sheet file and it does not connect to any external applications such as your bank accounts to pull data in. All the data are entered in the google sheet file.

33 sub-categories for Profit-Loss statement
5000 transactions by default
10 Accounts (Bank, Credit Card, and Cash Accounts)


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