How to Use the Small Business Finance Toolkit
Income & Expense Tracker
Track every rupee coming in and going out
| Date | Type | Category | Description | Amount |
|---|
Receipt Tracker
Log receipts for tax deductions and record-keeping
| Date | Vendor | Category | Amount | Deductible |
|---|
Petty Cash Log
Track small daily cash expenses
| Date | Description | Paid To | Received By | Amount |
|---|
12-Month Cash Flow Forecast
Project your cash flow for the next 12 months
Revenue Projection
Forecast revenue based on customers and pricing
Break-Even Calculator
Find out when your business becomes profitable
Profit & Loss Statement
Generate a professional P&L for any period
Budget vs Actuals
Compare budgeted expenses against actual spending
| Category | Budget | Actual | Variance | Status |
|---|
Tax Deduction Tracker
Track business expenses eligible for tax write-offs
| Date | Description | Category | Amount | Receipt |
|---|
Quarterly Tax Estimate
Calculate advance tax liability for each quarter
Expense Categorizer
Group expenses to see where your money goes
| Description | Amount | Category |
|---|
Startup Cost Estimator
Calculate launch costs before starting a new business
| Item | Type | Amount |
|---|
Pricing Calculator
Calculate profitable price points for your product or service
Loan / EMI Calculator
Calculate business loan repayments and amortization schedule
Monthly Financial Summary
One-page summary for investors, banks, or your own records
KPI Dashboard
Track key performance indicators at a glance
Financial Health Check
Answer 15 questions to assess your business financial health