Spreadsheet12 pages Cash Flow Tracker

Finally Feel Calm and In Control of Your Business Finances

Self-paced digital resource · Review the scope before you choose

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

✓ Instant PDF download—start using it today
✓ Lifetime access, including future refinements to this product
✓ Created to turn reflection into a practical next step
✓ One complimentary 30-minute Product Support Call per paid order

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✓ Instant digital download

✓ Lifetime access in My Account

✓ Future refinements included at no extra charge

✓ Digital download sales are final

FormatSpreadsheet

Length12 pages

Time to useSelf-paced

TopicBusiness & Entrepreneur

DeliveryInstant PDF

DevicesPrint or digital

Does this sound like you?

→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 you can do with this resource

✓See where your business money is going and review the numbers in one place.
✓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's inside

✓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.

How it works

Access immediately

Open the resource after checkout and return to it from your account.

Choose your format

Use it on a device or print the pages that are useful for you.

Put one useful page into practice

Begin with the section that matches the decision, practice, or task in front of you.

Each product page lists its intended pace. Results vary with how you use the resource and your circumstances.

What this resource adds

A clear sequence for the topic on this page
Prompts or tools tied to a specific decision, practice, or business task
A place to capture what you decide and what you will try next
One complimentary 30-minute Product Support Call per paid order

Created by Jen Norton — LCTI Certified Life Coach

Each Rise With Jen resource is designed to make a specific decision, practice, or business task easier to work through. Review the contents and intended pace on this page to decide whether it fits what you want to do.

✓ LCTI Certified· Kansas City, KS

Use it, then tell Jen what could be clearer

Customer outcome claims are not being used to sell this resource. After you work with it, you can share private feedback about what helped, what did not, and what would make the instructions more useful.

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Total: $29.00

Purchase
Support

Want help using your purchase?

Email support@risewithjen.com within 30 days. Each paid order includes one complimentary 30-minute Product Support Call with Jen focused on using the purchased resource. It is not therapy or crisis support and does not guarantee specific results. Jen will send booking instructions after you contact support. Digital downloads remain final sale. Read the Refund Policy.

Common questions

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.

How will I receive the PDF?

After secure checkout via Stripe, you'll be redirected to a thank-you page with an instant download link. You can also access it anytime from your account.

Do I get lifetime access and future updates?

Yes. Your one-time purchase includes ongoing access to this product through My Account. If Jen improves or refines this same product, the updated version will be available there at no additional charge. Separate new products, sequels, and bundles are not included.

What devices does it work on?

Any device that opens PDFs — phone, tablet, laptop, or printed pages. Letter-size formatted for clean printing.

Want to use this resource for your next step?

Review the format and contents above, then decide whether it fits what you want to do. Delivery is instant after secure checkout.