3 Finance Templates Every Solopreneur Needs

When you run a small business, it’s easy to get lost in receipts and spreadsheets. But you don’t need complex software — just three essential tools that give you clarity and control. --- 1. Budget Template Track income and expenses simply, stay on top of your spending, and plan ahead — all without needing an accounting degree. → Included in the Finance Essentials Pack --- 2. Cash Flow Tracker Monitor your cash position month by month so you know what’s coming in and what’s going out. It’s the clearest view of your financial health. → Available in both Startup Financial Pack and Finance Essentials Pack --- 3. Client Invoice Tracker For service-based founders and freelancers, keeping tabs on invoices and client payments can save hours and prevent missed income. → Part of the Client Management Pack --- With just these 3 templates, most solopreneurs can run their business finances confidently — no software, no confusion, just clarity.