The Cash Planner – Business Finance Planner Spreadsheet

SALE ENDING IN 4 HOURS!

Your business finances organized in one place. Instantly.

28,000+ businesses & freelancers use this spreadsheet to organize their bookkeeping,

without the burnout.

28,000+ happy customers

Includes a 20-minute tutorial video

As Featured In

Title

From financial mess to
money CEO, in one download.

Yearly Dashboard

Select a start date and create a year overview of your income, expenses and profit including a month by month breakdown.

5-Year Overview

Select a start date and create a 5 year overview of your income, expenses and profit including a year by year breakdown

Income & Expenses

Keep track of your income & expenses, including categories, sales tax, amounts and totals will be calculated for you.

Tax Tracker

Track collected vs paid tax in real time, see exactly what you owe, and avoid surprise bills at filing time.

Balance Sheet

See your assets, liabilities, and equity in one place so you always understand the true financial position of your business.

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plus more categories like...

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Monthly View

Quarterly View

Comparison

Car Mileage Tracker

Balance Sheet

5 reasons why people are using

1

Plan anywhere, anytime

Laptop at your desk. Phone at the coffee shop. Tablet on the couch. Your books are always one click away — synced and ready on Google Sheets or Excel.

2

Actually stick to your budget

No more 'I think we're fine' — see exactly how much you're spending vs. earning with real-time visual breakdowns. Make confident money decisions, not hopeful ones.

3

Eliminate money stress

No more guessing what you made last month or dreading your bank balance. See exactly where every dollar came from and where it went — in one calm, simple view.

4

Save 100+ hours of work

Pre-built formulas, auto-calculations, and done-for-you categories mean you spend minutes, not hours, on your books.

5

Replace chaos with a system

Random spreadsheets. Screenshot reminders. A notes app full of numbers. Sound familiar? One planner replaces all of it — organized, structured, and actually usable.

28,000+

small businesses & freelancers
finally got their finances under control.

Trusted by 28,491 customers

4.9/5

I thought I was “on top” of my books because I had a bunch of spreadsheets… but I was always behind. The Cash Planner brought everything together, income, expenses, taxes, all in one clear system. I finally feel in control of my cash instead of reacting to it.

Claire A.

Founder at Cleo Skincare

Bookkeeping used to feel overwhelming, especially during busy months. This breaks it down into simple weekly check ins that actually stick. I know what I made, what I spent, and what I owe. No more surprises.

Nathan P.

Freelance Photographer

Super clean layout, easy to customize, and practical from day one. I separated personal and business expenses properly for the first time and started planning ahead for slower months. It’s simple but powerful.

Olivia S.

CEO at Valor Design Agency

Pricing

The ultimate business finance spreadsheet

$47

$100

Sale Ends In 4 Hours

All-in-one wedding planning spreadsheet

Yearly dashboard, monthly dashboard, 5-year dashboard, income tracker, expenses tracker, tax tracker, balance sheet, car mileage tracker, quarterly view, timeline comparison dashboard

One-time purchase, use forever

Use on any device: mobile, tablet & desktop

Multi-currency support

Change the currency of your planner to any currency of your choice ($, €, £, kr etc.)

20-minute tutorial video

Lifetime updates to latest versions

The all-in-one business finance planning bundle

$57

$150

Sale Ends In 4 Hours

All-in-one wedding planning spreadsheet

Yearly dashboard, monthly dashboard, 5-year dashboard, income tracker, expenses tracker, tax tracker, balance sheet, car mileage tracker, quarterly view, timeline comparison dashboard

One-time purchase, use forever

Use on any device: mobile, tablet & desktop

20-minute tutorial video

Multi-currency support

You can change the currency of your planner to any currency of your choice ($, €, £, kr etc.)

Lifetime updates to latest versions

10,000+ social media posts bundle

pre-made Instagram/Facebook posts and image templates for over 90+ business industries. Just copy and post to your social media, or just update the template!

400+ page branding bundle
professionally made branding bundle that includes business cards, forms, invoices, trackers, planners, logo, fonts, and 100s more items.

12-video marketing course

learn how to grow and scale your business with our 12-part marketing course, that teaches online marketing strategies in professional depth. And includes some secret marketing methods!

Frequently asked questions

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Is this beginner-friendly?

Yes! It’s designed to be simple, even for non-techy users. Plus, a detailed 30-minute video guide is included.

When will I get access to the planner?

Instantly after purchase — you’ll receive a link to download and start planning right away.

Is this a physical planner or a digital download?

It's a digital product you can use instantly after purchase — no shipping needed!

How do I use the planner? Do I need special software?

You can use it with Google Sheets or Excel — no advanced skills required!

Can I use it on my phone or tablet?

Yes! It works on desktop, tablet, and mobile — anywhere you have access to Google Sheets or Excel.

Do I get anything else with it?

You just need your laptop/mobile/tablet and a free Google account to get access to the Google Sheet. That's it!

How long will I have access to the planner?

Once you purchase, it's yours forever! You’ll get unlimited access through your free Google account, and we’ll email you the access link and instructions right after checkout — so you can start whenever you're ready.