Small Business Money Dashboard | Excel Bookkeeping & Invoice Tracker

See what you earned, what you spent, and what you kept.

Bring your business money into one clear view with a black-and-gold Excel .xlsx workbook for small service businesses, self-employed people, and independent contractors. Manually record your cash transactions and invoice details to review monthly results and see which invoice balances still need attention.

Your business numbers, easier to review

• Track up to 500 cash transactions and 100 invoices.
• See automatic monthly income, expenses, cash-basis profit, and margin for a selected calendar year.
• Review your results with an editable native Excel income/expense chart.
• View unpaid and overdue invoice balances through an editable review date.
• Use row validation flags to help spot input issues.
• Get started with fictional cleaning-business examples and getting-started instructions.

What you receive

A ZIP containing the Excel .xlsx workbook and text instructions. Digital download only. No physical item will be shipped.

Compatibility and scope

Requires Excel 2021 or Microsoft 365 desktop. Designed for one currency, with USD labels. Manual entry only: no bank sync, tax filing, invoice generation, payment reminders, or Google Sheets edition.

Important before you begin

• Cash-basis profit is not taxable profit or your bank balance.
• Invoice records do not add income automatically. Enter each payment once in cash transactions.
• The workbook has a fixed capacity of 500 cash transaction rows and 100 invoice records.
• Clear the sample input cells before entering your own business information.

License and support

Licensed to one purchaser for use in their own business. No resale or redistribution.

Questions? Contact devinedigitalsupply@gmail.com.