2025 Digital Finance Planner - Test the product with this FREE TRIAL, keep track of revenue, sales and VAT and analytics to grow your business

Ehy There!

Want to see if our Daily Financial Planner for 2025 is the perfect match for your business? I’ve got you covered with two sample files that include the core features of the full version. Explore the daily tracking, monthly overviews, and built-in graphics first-hand to see how easily it fits into your workflow—no strings attached. If you love how it simplifies your finances, you’ll feel confident upgrading to the full version and enjoying all the planner’s capabilities for the entire year!

This is what you will find in my Digital Financial Planner:

• 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.
• 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.
• 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.
• 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.
• 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.
• 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!

If this planner feels like the perfect fit for managing your business finances, you’ll find the complete version waiting for you in my profile!