Small Business Income & Expenses

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More than tracking, this Excel gives real business insight to small teams and freelancers.Understand income, spending, and financial health with clarity and confidence.

Key Features:

Visual Reports & Charts:
Gain visual clarity with clean, easy-to-read charts that highlight key financial trends. Compare categories and see the bigger picture behind your numbers with confidence.

Path Financial Flow:
Instantly spot your most profitable income streams and costliest expense categories. See how spending aligns with revenue—this isn't just logging, it's learning from your data.

Detailed Income & Expense Analysis (Cash & Bank):
Record all income and expenses—cash or bank—and assign them to meaningful categories. Go beyond logging data and build a strong foundation for deep financial analysis.

Vendor-Level Insights:
Link each income and expense to a specific vendor or client for deeper visibility. See who you earn from and spend on the most to make smarter financial decisions.

Custom Income & Expense Categories:
Define income types and expense categories to match your unique business model. Get detailed, relevant breakdowns for clearer insights into how your money flows.