Take control of your business's financial health and project management endeavors with our comprehensive digital planner. This excel instant download template offers an array of powerful features, including an easy-to-use bookkeeping system, income statement tracking, and efficient project management tools. Seamlessly monitor your expenses and track all aspects of your project in one spreadsheet. Designed with small businesses and shop managers in mind, our Excel template provides a user-friendly interface and a range of functionalities to streamline your operations. This project and finance planner empowers you to efficiently track progress, manage resources, and achieve success. Simplify your bookkeeping, boost your financial planning, and supercharge your project management with our all-in-one solution. Get started today and propel your business to new heights of efficiency and profitability.

To see a walkthrough of this template on YouTube, go to https://youtu.be/mlNvs0eVrR4 .
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Features of this project management template include:
- Automated profit and loss template: Enter transactions into an easy to use register and automatically see income and expenses for the selected period.

- Monthly side-by-side automated profit and loss template: See each month’s income and expenses side-by-side to see financial results and trends.

- Fully customizable: Change, add, or remove any account names or projects as needed to fit your business and project’s needs.

- Easy to use setup and instructions: Modify your company name, account names, and your fiscal month and year end on an easy-to-use setup tab. Step-by-step instructions are included, as well as a video walkthrough.

- Summary Dashboard Report: Review monthly and year to date results, and outstanding projects and tasks in a clear, concise manner.

- Bank Reconciliation Tool: Reconcile up to three bank statements or credit cards on our easy-to-use bank reconciliation tool. Simply mark what transactions are clear, set up your reconciling date, and enter you bank balance. Additionally, automatically see what outstanding checks and deposits.

- Project Summary Report: View up to 35 projects (contact me if you need more) in one single spreadsheet. View your project’s start and end date, status, estimated % complete, and financial results in one easy to read report.

- Project Budget Comparison: Enter budgets for each project, to ensure you stay within your planned spending limits.

- Gantt Chart: Track each of your projects by each task and visualize your progress with this automated Gantt Chart. Includes features to estimate your percent complete, and automatically calculates the status of the task (behind, on track, etc.). Includes 35 separate Gantt charts (please reach out if you need more).

- Time Management Tool: Enter each person’s time on each project and task to track where you’re spending your most valuable resource: time.
If you have any questions with this template, please feel free to message me with any questions. As with any of my templates, please let me know if there are any slight modifications I can make to help it work better for you.

Thank you for viewing my listing!
Andrew