SME Financial Management & Tax Tracker — free Excel template
Automated tracking of income, expenses, taxes, and reconciliation for small businesses. Free .xlsx with formulas. Tracks Total Revenue (YTD), Net Profit.
Finance · template · Free for your own use · Built by Sheetly AI
About this template
This finance template organizes indicators like "Total Revenue (YTD)", "Net Profit (YTD)" and "Effective Tax Rate" in a structured way. Fill in the data in the Data tab and the spreadsheet is ready to use — no need to build the spreadsheet from scratch.
This template helps small and mid-size businesses organize income, expenses, tax obligations, and account reconciliations in one place. Enter each financial transaction with the appropriate category, customer or vendor, and tax allocation to keep your books current. Use the KPIs to monitor revenue, profit, tax burden, and reconciliation progress over time. Review the comparison chart to understand which income and expense categories drive your financial performance.
Free to download and use in your own work and inside your own company — including commercial work. Reselling or redistributing the file is not allowed. Full terms at sheetlyai.com/license. Read the license.
Use cases
- Track indicators like "Total Revenue (YTD)" and "Net Profit (YTD)"
- Make faster decisions based on "Effective Tax Rate"
- Standardize your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Revenue (YTD)
- Net Profit (YTD)
- Effective Tax Rate
- Structured 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
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 38 rows × 21 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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