XLSXFreeThe Financial Tracker — Accounting, Planning & Dashboards in One Excel File
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- Instant download
- Secure checkout
- Broken file? Fixed or refunded
Spec sheet
- Format
- Excel Template
- Delivery
- Instant download, plus a copy by email
- Updates
- Free, emailed when released
- Licence
- Personal and business use
About this product
The Financial Tracker
Need bank reconciliation, adjusting journals and 27 built-in integrity checks? Those are in Vortex Financial OS, our full accounting system. The Financial Tracker is the simpler, lower-cost option for recording, planning and dashboards.
Most businesses juggle three tools: something to keep the books, something to plan ahead, and something to see how it's going. This replaces all three.
One private, offline Excel file that runs your entire financial operation — with a built-in engine so you enter each transaction once and everything else updates itself.
◆ RECORD — keep the books
- Double-entry accounting that posts itself from a single entry
- Auto-tracked receivables & payables
- General ledger that's always balanced
◆ PLAN — see ahead
- 12-month budget & forecast
- Rolling cash-flow projection
- Best / expected / worst scenario planning
◆ SEE — know your numbers
- Live executive dashboard
- Full financial statements (P&L, balance sheet)
- A board-ready pack you can export to PDF
◆ Why it's provided
- ✅ Three tools in one integrated system
- ✅ Enter once — flows everywhere automatically
- ✅ 100% offline · no macros · no subscription
- ✅ Includes full licence & terms of use
◆ You get
- The Financial Tracker (.xlsx), a Microsoft Excel workbook
- Full Terms of Use & License (PDF)
- Instant download — licensed for your business
Works with Microsoft Excel 2016+ / Microsoft 365 on Windows & Mac. A productivity template, not accounting, tax, or financial advice.
License
Use it in your own business and for client work. Don't resell, share or redistribute the files.
Delivery and refunds
Files are delivered instantly after payment and emailed as a backup. If a file is broken or doesn't match its description, contact us within 3 days.
Questions
How do I get my files?
Right after payment, your download link appears on the confirmation page and arrives by email.
Can I use it for client work?
Yes. Use it in your own business and for client work. You can't resell, share or give away the files.
Do I get updates?
Yes. Updates are free, and we email you when a new version is ready.
What if a file doesn't work?
Email us and we'll fix it or send a working copy. If we can't, you get a full refund.