Personal Finance & Budget Tracker for Business Owners
Managing finances as a self-employed creator, freelancer, or business owner comes with unique challenges—irregular income, unpredictable expenses, and fluctuating cash flow.
This Google Sheets Personal Finance Tracker is designed specifically for entrepreneurs and solopreneurs who want a clear, organized system to track income, expenses, savings, and investments with ease.
But if you’re a salaried employee looking for a structured monthly money check-in, there’s a dedicated tab just for you!
📊 What’s Inside 📊
✔️ Google Sheets Template—Track Living Needs, Debt, Investments, Savings, Donations, and Discretionary Spending in one place.
✔️ Two Tailored Templates—One for Entrepreneurs & Solopreneurs, and one for Employees—so you can use the system that fits your financial structure.
✔️ Step-by-Step Tutorial Video—A detailed 11-minute guide to help you navigate and maximize your tracker.
✔️ Monthly Money Date Prompts—Powerful reflection questions to help you stay aligned with your financial goals every month.
✔️ Accessible on Desktop & Phone—Easily update your finances on the go using the free Google Sheets app.
💸 Why You’ll Love It 💸
• Designed for Entrepreneurs & Self-Employed Creators—Track fluctuating income, business expenses, and savings goals in a way that actually makes sense.
• Gain Total Clarity Over Your Finances—See exactly where your money is going and plan for the future.
• Align Your Spending with Your Business & Life Goals—Make intentional financial decisions that support both your personal and professional success.
• Break the Overspending Cycle—No more wondering where your money went—take control with a simple, effective system.
💸 Who This is For 💸
• Folks who have a tendency to overspend and need to be a bit more manual about tracking your budget.
• Freelancers, solopreneurs, and business owners who want a clear system for tracking income and expenses.
• Content creators, coaches, and consultants who want to budget for business investments and personal savings.
• Employees who want a structured check-in system to track monthly expenses, savings, and debt payoff goals.
💸 Who This is NOT For 💸
⚠️ Those who prefer to “wing it” when it comes to money.
⚠️ People with hundreds of daily transactions who rely on automated financial tracking.
📌 Google Sheets Template + Video Guide | Instant Download
📥 Get instant access & start managing your money like a pro today!
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Your Budget for Managing Business & Personal Finances