Running a business is hard enough — your finances shouldn’t be.
 
The KB Solutions Finance Tracker was designed to simplify financial management for small business owners who want to stay organized, informed, and confident in their numbers without the overwhelm of traditional accounting tools.
 
Built with structure, automation, and clarity in mind, this spreadsheet helps you easily track income, expenses, and assets — giving you a clear picture of your business performance at a glance.
 
✨ What’s Inside
Summary Tab – An automated dashboard that displays total income, expenses, net profit, and key insights — all pulled directly from your financial data.
Financial Tracker Tab – Your main tracking sheet for recording and categorizing every transaction. Watch your summary update automatically as you go.
Asset Tab – A running ledger of all business assets, ideal for keeping tabs on equipment, property, and long-term investments.
TemplateList Tab – A customizable library of categories, subcategories, and types tailored to your specific business needs.
 
💡 Why You’ll Love It
✔ Simple and intuitive — no bookkeeping experience required
✔ Designed for clarity and efficiency
✔ Helps you stay organized for tax season
✔ Customizable to your business structure and categories
✔ Built with KB Solutions’ signature focus on systems and simplicity
 
🧾 Perfect For:
Small business owners and solopreneurs
Service-based business owners
Freelancers and consultants
Creatives, salon owners, and event professionals
Anyone who wants a clear, easy-to-manage financial system
 
⚠️ Disclaimer
This template is designed as an organizational and tracking tool to help manage and understand your business finances.
It does not provide financial, tax, or legal advice.
For personalized tax preparation or financial planning, please consult a licensed accountant, tax preparer, or financial professional.