Comprehensive Finance Management System
Integrated personal and small-business budgeting, tax, and cash flow tracking. Free .xlsx with formulas. Tracks Net Cash Flow (Period), Total Income.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Net Cash Flow (Period)", "Total Income" and "Total Expenses" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
Use this template to track all income, expenses, taxes, and budgets for both personal and small-business finances in one place. Enter each transaction with its date, category, type, and tax details to keep cash flow transparent and organized. Review the KPIs and comparison bars to understand profitability, tax burden, and spending patterns over time. Update the data regularly to maintain accurate dashboards and inform your financial decisions.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Net Cash Flow (Period)" and "Total Income"
- Make faster decisions based on "Total Expenses"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Net Cash Flow (Period)
- Total Income
- Total Expenses
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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