Indzara
(15 customer reviews)

Small Business Finance Manager Excel Template

$49

Small Business Finance Manager Excel Template

Description

Take control of your finances with our simple and effective Small Business Finance Manager Excel template.

With one Excel file, you can manage all your financial transactions. It will automatically generate a Profit and Loss Statement (also called Income Statement) for your business, calculate the balances in all your financial accounts (bank accounts, credit cards, and cash), and generate a Cash Flow Report showing money flowing in and out of your accounts.

Small Business Finance Manager Excel Template - Highlights
Small Business Finance Manager Excel Template – Highlights

FEATURES OF FINANCE MANAGER EXCEL TEMPLATE

Simple & Effective design with easy data entry. Get started in minutes & spend less time in managing data.

  • View the total balances with all your accounts in one place in Dashboard
  • Generate automated Profit & Loss Statement (or income statement) for your business
  • Easily view the money flow in and out monthly into your accounts in Cash Flow Report
  • Make smarter business decisions by knowing valuable business insights about income and expense trends in Business Insights dashboard
  • See a list of all unpaid invoices and bills in Unpaid Report
  • Generate Customer and Supplier reports
  • Supports 14 types of financial transactions including bulk payments, refunds, credits and transfers

Limitations

Please note that this is a stand-alone Excel file and it does not connect to any external applications such as your bank accounts to pull data in. All the data are entered in the Excel file.

  • 33 sub-categories for Profit-Loss statement
  • 5000 transactions by default
  • 10 Accounts (Bank, Credit Card and Cash Accounts)

If you would like to modify these limitations, please reach out to us at support@indzara.com

 

HIGHLIGHTS

Simple & Effective design

Initial set-up of the Finance Manager Excel template will not take more than a few minutes. Just enter the starting balances in your accounts and set up the sub-categories of transactions.

All your transactions are entered in one sheet. Very few columns of data entry are needed.

Though it is simple to use, it is packed with features – Automated Dashboards and reports – that effectively address small business needs.

The Finance Manager Excel template can support 14 different transaction types.

The most common ones are Invoice, Bill, Instant Sale and Instant Expense transactions.

The template can also handle Bulk Payments made by customers and Bulk Payments made by you. Refunds to Customers and Refunds by Suppliers are also supported. Transfers from one account to another account can be managed. Credit Memos can also be entered and tracked.

Enter Transaction Data - Small Business Finance Manager Excel Template
Enter Transaction Data – Small Business Finance Manager Excel Template

Dashboard

Dashboard in Finance Manager Excel template shows the current balances in all your accounts (Bank, Credit Card and Cash accounts). It also shows Accounts Receivable and Accounts Payable amounts.

Dashboard - Small Business Finance Manager Excel Template
Dashboard – Small Business Finance Manager Excel Template

Profit & Loss Statement

The Finance Manager Excel template automatically generates a Profit and Loss Statement. You can customize this to be Monthly, Quarterly or Yearly.

Profit and Loss or Income Statement - Small Business Finance Manager Excel Template
Profit and Loss or Income Statement – Small Business Finance Manager Excel Template

Cash Flow Report

You can view the Cash flow in and out of all your accounts or any chosen account.

Cash Flow Statement Report - Small Business Finance Manager Excel Template
Cash Flow Statement Report – Small Business Finance Manager Excel Template
Cash Flow Report - Monthly Cash Flow Information - Table Format
Cash Flow Report – Monthly Cash Flow Information – Table Format

Insights Dashboard

Gain valuable insights about sales and expense trends in the interactive dashboard in Finance Manager Excel template.

Small Business Finance Manager Excel Template - Insights - Sales and Expense Trends
Small Business Finance Manager Excel Template – Insights – Sales and Expense Trends

View which categories of sales are driving revenue and who the top customers are.  Similarly, view which categories of expenses are driving cost and who the top suppliers are.

Small Business Finance Manager Excel Template - Insights - Top Customers and Vendors or Suppliers
Small Business Finance Manager Excel Template – Insights – Top Customers and Vendors or Suppliers

Unpaid Report

Generate a report of all Unpaid Invoices or Unpaid Bills easily.

Finance Manager Excel template - Unpaid Report - Unpaid Invoices
Finance Manager Excel template – Unpaid Report – Unpaid Invoices

Customer Reports

Generate a report for any Customer for all unpaid invoices or past due invoices.

Finance Manager Excel template- Customer Report - All Unpaid Invoices
Finance Manager Excel template- Customer Report – All Unpaid Invoices

Supplier or Vendor Reports

Generate a report for any Supplier or vendor for all unpaid bills or past due bills.

Finance Manager Excel template - Supplier Report
Finance Manager Excel template – Supplier Report

Google Sheets

Product Tour Video

Testimonials

FAQ

Product Support

Initial Set up – Small Business Finance Manager

Entering Transactions

Samples of Different Financial Transactions – Small Business Finance Manager

Dashboard – Small Business Finance Manager

Profit & Loss Statement – Small Business Finance Manager

Cash Flow Report – Small Business Finance Manager

Insights – Small Business Finance Manager

Unpaid Report – Small Business Finance Manager

Customer Report – Small Business Finance Manager

Supplier Report – Small Business Finance Manager

15 reviews for Small Business Finance Manager Excel Template

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1-5 of 15 reviews
  1. Such a great spreadsheet, helped us keep all our company’s finances in one place. this is exactly what I have been looking for. Thank you. Saif

    (0) (0)
  2. Brilliant template and easy to use with very insightful information

    (0) (0)
  3. Tracking your business finances made easy with this premium template thank you INDZARA for sharing this wonderful work. Not only the template, but also their after sales support was awesome.

    (0) (0)
  4. Can you believe since I have gotten the SMALL BUSINESS FINANCE MANAGER I have added my all business transactions to the sheet since 2018. It was a mess with my financial management but now it looks so great, and I do have a real picture of my business’s finance. Thank you so much Indzara for making such a nice sheet. Love from INDIA and CANADA.

    (0) (0)
  5. This is one of the greatest premium templates available at indzara. It greatly helped me managing the daily transactions of my small business and helped me alot in saving my valuable time. If you run a small business then you should definitely give a try to this one. Thanks Indzara!

    (0) (0)
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Small Business Finance Manager Excel Template

$49