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Level 5

Tool Kit: 3 Worksheets to Make It Easier to Track Your Finances

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The more you know about your money, the more likely you are to make smart, informed business decisions. Download and use the following worksheets to help you assess how your business is doing – and how to make it even better. 

 

Net Income statement

Your net income statement will help you determine how much money your business is bringing in compared with your outgoing expenses for operations, production, staff and more. Calculate your net income by subtracting your revenue from your expenses.

Download a free net income worksheet

 

Balance Sheet

Analyze your balance sheet monthly and quarterly for a precise snapshot of your business’s financial health. This worksheet will track liabilities, assets, income, expenses and capital so you know what you can cover – and what you can’t.

Download a free balance sheet

 

Cash Flow statement

How much money is moving in and out of your business? Your all-important cash flow statement will show you where your dollars are going, from operating expense to investments and financing.

Download a free cash flow statement

 

Here are three more ways to take your financial literacy to the next level:

Bookmark this page so you can find all our financial literacy articles in one convenient place!

 

Before you go

QB Community members, got any hacks for making money management easier? Please share what you’ve learned!

3 Comments
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Level 7

Tool Kit: 3 Worksheets to Make It Easier to Track Your Finances

Free downloads - awesome!

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Level 2

Tool Kit: 3 Worksheets to Make It Easier to Track Your Finances

Super helpful, thanks!

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Level 7

Tool Kit: 3 Worksheets to Make It Easier to Track Your Finances

Glad to hear it, @ReneeJ! You can find our complete series of articles on Financial Literacy here :smileyhappy:

 

When it comes to understanding and talking about your finances, what's the single thing you find most challenging? 

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