"I switched to this spreadsheet instead of Quicken because I wanted something that was small
and effective without all the overhead. Thanks again!" – Mike Pfistner, Somerville, NJ

Just a few of the Business Planner tools...

Excel templates and tools are just a click away.
View enlarged image
Measure growth, spot trends,
drive profit.
View enlarged image
Plan. Track. Compare.

View enlarged image
Professional looking templates are here when you need them.
View enlarged image

Complete list of templates and tools provided in the Business Planner:


Financial Dashboard

Profit & Loss - Current Year Plan

Profit & Loss - Current Year Actuals

Profit & Loss - Prior Year Actuals

Profit & Loss - Comparison (YTY & vs Plan)

Balance Sheet

Cash Flow

Sales Forecast?

Invoice Template

Purchase Order Template

Payroll Calculator

Time Sheet

Inventory Sheet

Expense Report

Loan Amortization Schedule

Sales Record

Spending Record

Skip the Big Name Software Hassle!

Most big name accounting software is far too cumbersome for today's small businesses. They require significant setup time (often an hour or more) before one is able to use the program. Not so with our Excel Business planner. You will be building your financial plan, recording results or creating an invoice within seconds.


Use our Business Planner Online or Offline

Many accounting software sites store your financial data online, so you can only access your data while you're online. With our Excel Business Planner, you can use it whenever you like, online or offline.


Runs on MS Excel Spreadshee?ts

Because our Business Planner is an Excel spreadsheet, there is no additional software to set up... just download the spreadsheet and go! Click here to download our Business Planner demo spreadsheet.


It's Simple!

A lot of companies say their small business accounting software is simple to use. At Simpleplanning, we guarantee it. If you're not completely satisfied with our Excel Business Planner, we'll send you a full refund.


Document your Financial Plan

A well documented financial plan, including the use of Pro Forma statements and budgets to ensure financial control, will demonstrate that you know what you want to do and how you will do it. This demonstration is essential to attract the capital required by your business from creditors and investors.



If for some reason you are not pleased with our Excel Business Planner, just let us know and we'll refund your money right away- we only want satisfied customers.

To uninstall our program simply locate the Excel file on your computer, select it and press delete. Since all of our programs are simply Microsoft Excel files, uninstalling is that easy.

Download our End User License Agreement

"I have been very impressed with the product, and have shown it to a number of colleagues. Your product certainly makes it easy to have an excellent front end to show information to colleagues, while still giving the flexibility to add additional worksheets to customize the product. Once again, thank you."
-David Gardner of C-Tech Innovation, Manchester, ENG

"Thank you so much! I am so satisfied. I will definitely refer your company to others that I know will need a great program to keep up with business and personal finances. Our company is a very strong supporter of your product. Thank you again!!"
-Lydia Washington of Ez Day Ta Recovery, Charlotte, NC

"Many thanks for your speedy response and all the help. I am going to recommend this to everyone looking for small business planners – so much easier than me having to make my own up."
-Samantha Curran of Ellaways Music, Underwood, Australia



There is one simple reason to understand your business financial planning in your business - to avoid failure. 8 of 10 new businesses fail because of poor financial planning.