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Complete Business Finance Management Template
SettingsTranslationsCategoiresBudget IncomeBudget ExpensesCustomersSuppliersIncomeExpensesCash Flow DashboardReceivable & Payable AccountsBudget OverviewBudget by CategoriesIncome by Category - QuarterIncome by CategoryTax Report

Complete Business Finance Management Template


Our best-selling spreadsheet finance templates now together in one!

Our Complete Business Finance Management template is a multi-language, Excel spreadsheet designed to help you organize and better manage your company's finances. This template combines our two best-selling templates, Finance Management and Budget vs Actual into one seamless picture of your business financials.

This template has all the formulas built in- simply enter your data and the spreadsheet template calculates and organizes the information for you. Quickly visualize and compare data by category. Professional, easy-to-read results mean that you can more clearly communicate with your team. There is even a numbered side menu to help the user navigate between pages and follow data entry steps in the correct order.

Key Features

  • Organize income and expense by category
  • Forecast income and expense
  • Calculate taxes
  • Monitor your month-to-month cash flow
  • Allocate and monitor budgets by month and category (income and expense)
  • Communicate in style – our professional dashboards create easy-to-interpret visuals
  • Multilingual template: Select one of the available languages (English, French or Portuguese) or manually translate to the language of your choice

Simple and Professional

  • Microsoft Excel spreadsheet template
  • Side menu for easy navigation between pages
  • Spreadsheets ready for printing without Adnia logo
  • No monthly fees
  • Immediate download
  • Secure payment with PayPal (no PayPal account needed)
  • Help and support after your purchase
  • Customization services available
  • Password to unlock the template available for purchase separately
  • The number format changes according to the language of the operating system

What is included?

Two spreadsheets are available for download; one with sample data and another ready to receive your data.

Product Description

How it Works

Available reports:

  • Cash Flow Dashboard
  • Receivable & Payable Dashboard
  • Budget vs Actual Dashboard
  • Budget vs Actual by Categories
  • Income by Category
  • Expense by Category
  • Income by Customer
  • Expense by Supplier
  • Tax Report

Other Information

  • Built for Excel 2010 or later
  • Licensed for Private Use Only (not for distribution or resale)

The template may NOT be sold, distributed, published to an online gallery, hosted on a website, or placed on any server in a way that makes it available to the general public.

Adnia Solutions can customize Excel templates to help increase your company’s productivity. We can create items specifically for your business, including:

  • New dashboards and reports
  • New indicators or new fields in the tables
  • Add your company logo

We are here to help! Send us a detailed message outlining the changes you want. We will send you a cost estimate within two business days.



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