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Business Plan Software

Business Planner

Excel-based planning templates and financial dashboard for small business income and expenses

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About Business Planner

Business Planner is a set of Excel templates and tools for planning and tracking small business finances. It works inside spreadsheet software people already own, online or offline, so no separate application needs installing.

What Business Planner does

  • Profit and loss planner: monthly and annual income and spending, compared against a budget.
  • Financial dashboard: shows growth and trends in business results.
  • Simple accounting: transaction entry, quick invoices and full profit and loss statements.
  • Calendar planner: personalised calendars with event reminders.
  • Tax and mortgage tools: income tax estimates and loan calculators with amortisation schedules.
  • Retirement and savings planning: projections of savings and investment growth.

Clients

Small businesses wanting a simpler alternative to full accounting software.

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.

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