FreebieTemplate
Preview of Profit First Allocations
Preview — your downloaded file is fully editable.
🎯

Profit First Allocations

Split income into profit, owner pay, tax, opex.

💰 Free — sells for $7–12 on Etsy
📁Save to Google Drive

Save this file straight to your Drive, then open it with Google Sheets — no download needed.

  • Target % allocations
  • Per-account balances
  • Quarterly true-up

About this template

A Profit First allocation tracker. Enter each deposit and the sheet splits it across profit, owner pay, tax, and operating accounts by your target percentages.

How to use it

  1. Click the "Make a copy" button above (or download the file).
  2. Google will open the template in your account. Click File → Make a copy if it doesn't prompt automatically.
  3. Replace the placeholder text with your own. The layout, fonts, and formulas stay put.
  4. Export to PDF when you're ready to send or print.

License: Free for personal and commercial use. No attribution required. Do not resell the template itself.

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