2025 Business Finance Tracking

Let's be honest - when was the last time you actually knew your exact business profit for the month? Or how long did it take you to find that one receipt when your accountant asked for it? If you're wincing right now, you're not alone.

As a business owner, you didn't start your venture to become an accountant. Yet here you are, at 11 PM, sorting through a shoebox of receipts, trying to piece together where your money went this month.

Maybe you've got a spreadsheet somewhere, or perhaps you're still telling yourself that your business is "too small" to need proper tracking. Or the midnight panic wondering if you're actually profitable. The embarrassment of not having clear numbers when talking to potential investors or lenders.

It's exhausting, and frankly, it's holding your business back.

Here's what actually works when building a financial tracking habit:

• Start with intention, not perfection. Block out 15 minutes each morning or once a week to process recent transactions while they're fresh in your mind.
• Monthly reflection is non-negotiable. Schedule 30 minutes at the month's end to understand your patterns, celebrate wins, and plan improvements.

The goal isn't just tracking numbers - it's giving yourself the mental space to actually grow your business. When you know exactly where you stand financially, you can:

• Make confident decisions about investments and growth
• Sleep better knowing your exact financial position
• Save time (and money) during tax season
• Feel professional and prepared when discussing your business

We've all tried those complex accounting systems or elaborate spreadsheets. They promise organisation but deliver overwhelm. The problem isn't you - it's that most systems are either too complicated (designed for accountants, not business owners) or too simplistic to give you the full insights you need.

After experiencing these struggles firsthand, I created a Notion template that actually works for busy business owners. It's a straightforward, intuitive way to:

• Track income and expenses month by month
• Store all your receipts and invoices in one searchable place
• See your running profit balance automatically
• Reflect on your progress with guided monthly reviews

The best part? No accounting degree required. Just clear, simple tracking that gives you the insights you need without the overwhelm.

Check out my Simple Finance Tracker Template for Notion. It's designed to track your money without the overwhelm.

Now you’ve heard about Notion and how it can organise everything, but you’re stuck on where to begin?

My new course, Notion Basics: Building a Digital Workspace, is made for you.

I’ll show you:

• How to create a system that fits your life.
• Tips to stay organised without feeling overwhelmed.
• Pre-built templates to save you time.

You don’t need to be tech-savvy—this course is beginner-friendly and completely self-paced!