Personal and Business Finance Dashboard
Keeps your household and your small business apart and joins them at your owner pay, so one page says whether the business earned it and whether the house can live on it.
Self-employed people and small business owners who run the house and the business from the same pocket and want one page that keeps the two apart.
Digital download — the files are yours as soon as you pay, so there are no returns. What the file does is shown above and in the listing photos, before you buy.
What is inside
- Dashboard
- Transactions
- Budget
- Accounts
- Charts
- On your phone
- Settings
- Checks
Every tab is in one workbook. Thousands of rows are already formatted, so there is no question of what happens when you run out.
What it does not do
It does not connect to your bank, and it is not tax advice. You enter or paste each transaction, and the tax reserve is a set-aside you choose, not a tax calculation.
It opens in Excel and in Google Sheets. No macros, nothing to install, no subscription — which is also why nothing in it can reach the internet on your behalf.
