Excel and Google Sheets Templates for Small Business: Budget, P&L, Cash Flow and Projects
Short answer: for most small businesses, three spreadsheets cover the money side: a budget and profit tracker, a profit and loss statement, and a cash flow forecast. CreateDigitalTools sells each for $3.99, and every file works in both Microsoft Excel and Google Sheets with a setup guide and video. For projects, add a team project manager or Gantt chart spreadsheet.
Finance spreadsheets
| Spreadsheet | Best for | What it does | Price |
|---|---|---|---|
| Small Business Budget & Profit Tracker | Owners who want a simple monthly view | Income and expenses, monthly budget, profit at a glance across 8 connected sheets | $3.99 |
| Profit and Loss Statement | Monthly and annual P&L reporting | Monthly P&L, annual statement, quarterly view, budget vs actual and dashboard from one transactions list | $3.99 |
| Cash Flow Forecast | Planning ahead and avoiding cash crunches | 12 months and 13 weeks ahead, best/base/worst scenarios, runway and low-cash warnings | $3.99 |
| Freelancer Finance Kit | Freelancers | Clients, hours, invoices, tax set-aside and rates | $3.99 |
| Landlord Rental Property Manager | Landlords | Rent roll, ledger, late fees, lease-end alerts, deposits, maintenance, NOI, cap rate, cash-on-cash | $3.99 |
Project management spreadsheets
| Spreadsheet | Best for | What it does | Price |
|---|---|---|---|
| Team Project Manager | Small teams | Kanban, Gantt, Eisenhower matrix, calendar, dashboard and workload, all updating together | $3.99 |
| Gantt Chart Project Timeline | Timeline planning | Task dependencies, work days and holidays, daily and weekly views, milestones | $3.99 |
| Agile Sprint Tracker | Scrum teams | Backlog, auto sprint board, burndown chart, velocity, workload, retros | $3.99 |
| Agency Client Project Tracker | Agencies | Client projects, budgets, approvals and billable hours | $3.99 |
| Freelancer Project Tracker | Freelancers | Clients, projects, time log, invoices and real hourly rate per project | $3.99 |
| Construction Project Tracker | Contractors | Schedule, crew workload, costs vs budget, change orders, punch list, inspections | $3.99 |
Marketing, content and event spreadsheets
| Spreadsheet | What it does | Price |
|---|---|---|
| Content Planner 2027 | Social media content calendar with automatic dashboard, monthly view, Instagram feed preview, idea and hashtag banks | $3.99 |
| Marketing Campaign Planner | Campaigns, post schedule, spend, leads, cost per lead and ROI | $3.99 |
| Product Launch Planner | Launch timeline from your launch date, assets, content calendar, budget, daily metrics vs goal | $3.99 |
| Event Planning Tracker | Checklist dated from your event, budget, vendor payments, guest list, seating, run of show | $3.99 |
Excel or Google Sheets: which should you use?
Use Google Sheets if several people need to edit the file at once or you work across devices; use Excel if you work offline or your accountant uses Excel. Every spreadsheet on this page is built to work in both, so you can switch later without rebuilding anything.
FAQ
Do these spreadsheets work in Google Sheets?
Yes. Each one works in both Google Sheets and Microsoft Excel.
Do I need spreadsheet skills?
No. Formulas are already built in, and each file includes a setup guide PDF and a setup video.
Are they a one-time purchase?
Yes. You pay once and download instantly.
Notion systems, spreadsheets and planners with a setup guide. Instant download.
