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Cash Flow Tracker
Business & Entrepreneur Tools

Finally Feel Calm and In Control of Your Business Finances

For the small business owner ready to stop guessing and start running their business with financial clarity.

$7.00

One-time payment for the Excel file and PDF setup guide.

Does this sound familiar?

  • You check your bank balance and just operate on financial vibes.
  • You feel busy all the time, but aren’t sure you’re actually profitable.
  • You dread tax season because you have no real numbers to use.
  • You keep paying for subscriptions you completely forgot you had.
  • You don’t know how much you should actually be paying yourself.

What changes when you do the work

  • You finally know exactly where every dollar in your business is going.
  • You make confident pricing decisions based on your actual profit margin.
  • You pay yourself first, ensuring your business serves you, not the other way around.
  • You have a simple, 15-minute weekly money ritual that brings you clarity.
  • You look at your business finances and feel a sense of calm control.

What is included

  • A multi-tab Excel spreadsheet built around the Profit-First methodology.
  • A step-by-step PDF setup guide to help you get started quickly.
  • A main 'Dashboard' Tab to see your year-to-date totals at a glance.
  • Dedicated 'Revenue Tracker' and 'Expense Tracker' tabs for simple data entry.
  • The 'Profit Allocation' Tab to automatically calculate your pay, profit, and taxes.
  • A 'Monthly Summary' Tab to compare your financial health over 12 months.
  • Guidance on the 'Weekly Money Ritual' to build a lasting financial habit.

Questions before you begin

I’m terrible with spreadsheets. Is this going to be too complicated?
Not at all. This tracker was designed for clarity, not complexity. All the formulas are pre-built, so you just enter your numbers into simple rows. The included PDF guide walks you through exactly what to do.
Does this work with Google Sheets?
The tracker is an Excel file (.xlsx) and is optimized for Microsoft Excel. While you can import it into Google Sheets, some formatting or formulas may not transfer perfectly and could require minor adjustments.
Will this replace my accounting software like QuickBooks?
This is not a replacement for formal accounting software. It's a simple, high-level cash flow tool designed to give you clarity and build the habit of tracking before you're ready for a more complex system.
My business is brand new. Do I really need this yet?
This is the absolute best time to start. Building the habit of tracking your numbers from day one is the best thing you can do to ensure your business becomes and stays profitable. It's far easier to start simple than to untangle chaos later.