Small Business & Personal Finance Excel Kit: Budget Planner, Invoice Template, Inventory Tracker
Three practical spreadsheets, each included as a clean template AND a filled-in sample.
Small Business & Personal Finance Excel Kit: Budget Planner, Invoice Template, Inventory Tracker costs $9.00 on Gumroad and Payhip. Made by Nam Trung Studio (Spreadsheet templates).
Monthly budget planner + yearly overview
Log income and expenses, pick a month, see planned vs actual by category with colour-coded status and a chart. The Yearly sheet shows income, expenses, net and savings rate for all 12 months.
Invoice template
One-page invoice with automatic line totals, discount, tax, shipping, amount paid, balance due and a due date calculated from the payment terms. Prints on one A4 / Letter page.
Inventory tracker
Products plus stock movements (In / Out). Stock on hand, status (OK / REORDER / OUT OF STOCK), stock value and margin update by themselves. 200 products, 2,000 movements.
Why it is different
- No macros, no add-ins. Opens in Excel 2010+, Google Sheets and LibreOffice.
- Every number is double-checked: all files were recalculated and compared with independent calculations.
- Works with any currency.
- Sample files included so you see it working before you type anything.
Honest note
Verified in LibreOffice. I have not opened the files in Microsoft Excel or Google Sheets themselves; tell me if anything looks off.