PRODUCT

Small Business Finance Manager Excel Template

PURPOSE

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

With one Excel file, you can manage all your financial transactions. It will automatically generate 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.

It is equally important to have immediate access to insights on your business performance (sales trends, top customers, expense trends and expense categories). Insights Dashboard provides exactly that.

If you are generating invoices and paying bills for your business, you want to know which invoices are unpaid by your customers and which bills are due to be paid by you. No problem. You can use our automated Reports that show unpaid bills and invoices.

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

REQUIREMENTS

  • Microsoft Excel for Windows (2013 or newer)
  • Microsoft Excel Online
  • Microsoft Excel 365
  • Microsoft Excel for Mac (2016 or newer)

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FEATURES

  • 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 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 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
Enter Transaction Data

Dashboard

Dashboard 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
Dashboard – Small Business Finance Manager

Profit & Loss Statement

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

Profit and Loss or Income Statement
Profit and Loss or Income Statement

Cash Flow Report

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

Cash Flow Statement Report
Cash Flow Statement Report

 

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.

Small Business Finance Manager - Insights - Sales and Expense Trends
Small Business Finance Manager – 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 - Insights - Top Customers and Vendors or Suppliers
Small Business Finance Manager – Insights – Top Customers and Vendors or Suppliers

Unpaid Report

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

Unpaid Report - Unpaid Invoices
Unpaid Report – Unpaid Invoices

Customer Reports

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

Customer Report - All Unpaid Invoices
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.

Supplier Report
Supplier Report

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US$60 US$40