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4 IN 1 Small Business Finance Planner Template

4 IN 1 Small Business Finance Planner Template

Regular price $8.00 USD
Regular price Sale price $8.00 USD
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Instant Digital Download. Free Shipping.

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You'll need a free Google Sheets account to be able to use this template.

This template is NOT compatible with Microsoft Excel. Do not purchase if you intend to use it in MS Exce.

Delivery & Returns

File would be available instantly after payment. Due to the nature of the digital download, we do not accept returns, exchanges or cancellations. Kindly read the description carefully before purchase or reach out to me should you need more clarification.

Terms & Conditions

Upon purchase, you'll be granted a personal license of the said template. You are not allowed to resell, share or distribute it without my consent.

Each template is professionally designed and it is strictly prohibited to resell on any online platform or distribute as your own, this includes any types monetary activities, i.e. freebie for your email list. Kindly engage with me to discuss on the availability of the item for a commercial license.

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Are you struggling to manage your business finance ? Looking for a more organized way to starts bookeeping for your small business?

If this describes you perfectly...

This 4 IN 1 Finance Planner + Tracker was designed FOR YOU to take control of your business finance:

✅ Setting Financial Goals and Budget
✅ Track Multiple Revenue Streams and All Business Expenses
✅ Auto Calculate Profit
✅ Simple Dashboard to Monitor and Visualise Income Goals, Budget VS Actual comparison with engaging charts and graphs
✅ Identify Top Spending and Top Income Categories - Make Informed Decisions


∴ Set budget/goals for up to 40 income sources, organized into 4 main categories.
∴ Fully Customizable and EDITABLE

∴ Track your freelance income, sales revenue, affiliates pay, Google Adsense all in one place!
∴ Optimized to minimize effort for data entry, comes with searchable dropdown menus and calendar selector.
∴ Field includes: Date, Item, Amount, Payment Received Date, Remarks
∴ You may add more columns/fields.

∴ Track expense on transaction level (i.e. paycheck, utilities)
∴ Optimized to minimize effort for data entry, comes with searchable dropdown menus and calendar selector.
∴ Field includes: Date, Item, Amount, Payment Date, Remarks
∴ You may add more columns/fields.

∴ Elegantly designed to help you gain quick insights into your actual income and expenses, deviation from targets/budget
∴ Analyse top spending, to better control spending within budgets
∴ Goal tracker
∴ Alert when spending reached 80% (yellow) or over-budget (red)
∴ Suitable for any weekly, bi-weekly, monthly, quarterly, yearly use (Guidance included.)
∴ Line charts to visualise income and spending trend

∴ Basic Instructions on How to Set Up Budget and Track your Income and Expense with the template.
∴ Video Walkthrough

Need Help?

Need more clarification before purchase? Sure! You may chat with me here.


Commonly Asked Questions

How fast can I receive my template?

You'll receive a link to the template in a PDF file instantly right after the payment is made. The PDF file is available for download at the payment page.

Another copy would be sent to your email.

Can I use this template for Microsoft Excel?

This template designed with formulas and features that are specific to Google Sheets. Hence, it's not compatible with Microsoft Excel / Excel Online. Please DO NOT purchase if you intend to use this in MS EXCEL.

NO REFUND would be given once the sale is confirmed as this is a digital product. Kindly reach out before purchase if you have any questions.

Is the design customizable in Google Sheets?

Yes, this Google Sheets Template is fully editable and customizable. You’ll have a copy of the template and you can edit the template however you wish.

However, Danalyser is not responsible for the malfunction as a result of your editing action. Kindly ensure that you are not editing the formula embedded in the document.

What can I edit?

Text: Font Type, Size, Colour

Background: Colour

Table, Charts & Graphs: Data, Colour

Icons, Graphics: Add your brand logo. Insert any images or graphics as you see fit.

Make it yours! ✨

I do not have a Google Sheets account.

No worries! It's free to create a Google account.

Click to create your free google account here.

What is Google Sheets?

Google Sheets is an online spreadsheet app that lets you create and format spreadsheets and collaborate with your coworkers and clients real-time.

Is my data safe if I use the template?

Do assure that Danalyser DO NOT have any access to the Google Sheets Templates you hold, as you would be the owner of the file.

Hence, the security of the data inside the file is safeguarded by Google.

Customization Request

We don't provide customisation service to the template at the moment.

Danalyser provides build-from-scratch and custom Google Sheets Template service for small businesses with a minimum budget of USD 600.

We'd love to speak to you on how we can help. Contact us now at or DM us at Instagram: @danalyser8.

Need Help?

If you face any issue before or after purchasing the template, you may email me at or message me at my instagram @danalyser8.