2025 Digital Financial Planner - Track with ease revenue, VAT and products sold. Smart trackers to analyse your business and help you grow [EN,IT,ES]
Hey there!
Meet Your 2025 Financial Sidekick available in English, Italian & Spanish!
Say goodbye to complicated spreadsheets and juggling multiple tools— this Financial Planner for 2025 is here to help you track your sales, manage VAT, and get a clear snapshot of where your money’s going, all in one place.
What’s Inside
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Daily Tabs & Quick Journals
- Daily Records: Log your sales, VAT, and any extra remarks you might have for each day.
- Revenue vs. Payments: A handy mini-journal shows you how each sale was paid (cash, credit card, etc.) and keeps everything easy to follow.
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Monthly Recap & Cashflow Insights
- Total Sales Overview: See each day’s sales at a glance and track how much came from credit cards or cash.
- VAT Tracking: Record your daily purchase VAT and adjust it according to your country’s rates.
- Breakeven Point Graph: Quickly spot if you’re above or below your breakeven point for each day—no more guesswork about profitability!
- Product Performance Table: Easily view which products are flying off the shelf and which ones need a little boost, ranked from most sold to least.
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Easy Product Setup
- Control Page: Add or edit products and prices for the entire month. Everything’s customizable so you can stay flexible without messing up your precious data.
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Month-by-Month Control File
- Macro-Powered: Macros pull all the data from your daily files to give you real-time overviews—just make sure they’re enabled so nothing breaks!
- Net Revenue Tracking: Keep a close eye on how much you’re actually earning each month.
- VAT Overview: See your monthly and quarterly debit/credit VAT in one place. No more flipping through pages!
- Budget & Forecast Comparisons: Know exactly how your revenue measures up against your targets, all displayed with clear, easy-to-read graphics.
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Profit & Loss (P&L) Report
- Cost & Tax Monitoring: Input all your expenses and taxes to see how they impact your bottom line.
- Profit Check: Quickly confirm if you’re running in the green or if there’s more work to do.
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Comprehensive Product Page
- Detailed Product Breakdown: Filter by day, month, or any custom date range for a full report on each item sold.
- Top 10 Products: Instantly find out which items bring in the most sales during a chosen timeframe—focus on what’s working and grow it even more!
Free Demo Available
- Try It Before You Buy It: Test out a demo version to make sure it’s the perfect fit for your business needs. If you love it (and we’re sure you will), grab the full version to unlock all features for the entire year!
Important Reminder:
- Enable Macros: This planner relies on macros for data collection and analysis. Make sure macros stay enabled; otherwise, certain features will not work.
- File Names: Each file is specifically named to work together. Renaming or relocating files could break the system.
- Not Financial Advice: This tool is intended to streamline your bookkeeping process, but it isn’t a substitute for professional financial advice. Always consult an accountant or financial professional for personalized guidance.
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Automated digital Financial planner spreadsheets to keep track of revenue and sales!
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