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Financial Models

Montera Small Business Finance Dashboard — Google Sheets & Excel

Track invoices and installment receipts, paid expenses, owner cash movements and estimated tax in a polished eight-tab spreadsheet with a live receivables pulse and cash bridge.

$9.90$13.90

Product Description

Run your small business cash flow from one polished dashboard. Montera brings invoices, installment receipts, expenses, owner cash movements, and tax estimates into a single eight-tab Google Sheets or Excel workbook with a live receivables pulse and a clean cash bridge.

What you get

  • 8-tab workbook with built-in workflow tabs: Start Here, Dashboard, Invoices, Payments, Other Income, Expenses, Cash Adjustments, and Settings.
  • Invoice tracker that logs issued invoices, installment schedules, and payments as they arrive.
  • Receivables pulse on the Dashboard so you see what you expect to collect and what stays outstanding.
  • Cash flow bridge that ties receivables and payments to expenses and owner cash movements.
  • Tax estimate driven by your transactions, so you can plan payments without digging through spreadsheets.
  • Expense tracking for paid expenses with totals that roll up into your overview.
  • Other income tab for income that does not fit your invoice stream.
  • Separate demo workbook showing fictional transactions and partial payments across the tabs.
  • Offline-first design. Import the clean XLSX into Google Sheets or open it in Excel and start entering your numbers.

How it helps you work faster

  • Track partial receipts without breaking your totals.
  • See receivables and cash movements in one view.
  • Keep tax estimates updated as payments and expenses change.

Buy Montera if you want a practical small business finance spreadsheet that stays organized, updates automatically, and gives you a clear view of invoices, expenses, and cash so you can make decisions with confidence.

What you get

1 file · 259.6 KB

  • Montera_Small_Business_Finance_Dashboard.zipZIP · 259.6 KB
PublishedSep 24, 2026
File size259.6 KB
File formatZIP
Versionv1.0

Tags

finance dashboardsmall business spreadsheetgoogle sheetsinvoice trackercash flow trackertax estimateexpensesreceivablesexcel workbook
M
Montera

Frequently asked questions

Do I get access instantly?

Yes. This is a digital product - you can download it right after checkout, straight from your library.

Can I use it for commercial projects?

Licence terms are set by the seller. Check the product description before you buy - it states any limits on personal, commercial or client use.

What's your refund policy?

You're covered by a 30-day money-back guarantee. If something isn't right, request a refund from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download 1 file - ZIP - 259.6 KB in total.

Do I get free updates?

Yes - when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.

Price

$9.90