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Free Clinic Daily Revenue Tracker (Excel) — cash, M-Pesa, NHIF & net

Money comes into a clinic three ways, cash in the drawer, M-Pesa on the phone, and insurance or NHIF that settles later, and it goes out in a hundred small expenses. Without a daily book it is impossible to say whether today made a profit. This free tracker fixes that: write down each day's collections and expenses and the daily net, a running total and a monthly summary work themselves out. It is a record-keeping and cash-flow aid, not an audited accounting system.

Download — Excel (.xlsx) ↓Opens in Excel or Google Sheets · no sign-up
Prefer Google Sheets? You don't need Microsoft Excel →
  1. Download the file above.
  2. Open Google Drive, then New → File upload and choose the file.
  3. Right-click it in Drive → Open with → Google Sheets. It becomes a fully editable Google Sheet — every formula and tab intact — and works on your phone too.

The .xlsx format opens free in Google Sheets, LibreOffice, or Excel for the web — no paid software required.

What's inside

  • One row per day: cash, M-Pesa, insurance/NHIF collections and expenses
  • Daily net (collections minus expenses) worked out for you
  • Running total that carries the clinic's cumulative position forward
  • Monthly summary: revenue, expenses and net per month, with a grand total
  • Losses in red, profits in green, at a glance
  • Formulas locked; only the yellow cells accept typing

The tabs

  • Start Here (guide)
  • Daily Log
  • Monthly Summary

Yellow cells only. You type in the yellow cells; the rest are locked formulas. Gridlines are off and it prints clean on A4.

Basic vs Premium

The free version does the job. The premium does more of it.

The free basic workbook above is a complete, formula-driven template you can use forever. The premium upgrade adds the extras that turn record-keeping into a management tool.

Basic — Free

  • The core sheets and formulas, in KES
  • Works in Excel or Google Sheets, on your phone
  • Yours to keep, no sign-up

Premium — KES 500

  • A revenue dashboard: revenue mix (cash / M-Pesa / insurance) and net by month drawn as bars, with profit margin and average daily net
  • Best and worst day of the period, worked out from your daily net
  • A printable A4 revenue report for a chosen month and the whole book
  • A richer monthly summary and Swahili labels (Mapato, Matumizi, Faida)
Get Premium — KES 500 · Excel (.xlsx) ↓Pay once via M-Pesa (Kenya) · yours to keep · opens in Excel or Google Sheets

On the Daily Log tab, add one row per day: the date, cash collected, M-Pesa received, insurance or NHIF settled, and the day's expenses. Collections add up on their own, the daily net (collections minus expenses) is worked out, and a running total carries the clinic's cumulative position forward. A loss shows red and a profit green, so a bad run is obvious at a glance. The Monthly Summary tab rolls every day up into revenue (Mapato), expenses (Matumizi) and net (Faida) for each month.

Yellow cells are the only ones you type into; every other cell is a locked formula, so you cannot break it. The premium upgrade adds a dashboard that draws your revenue mix and net-by-month as bars, names your best and worst days, and a printable A4 report for any month and the whole book, all with Swahili labels beside the English. It opens in Excel, WPS or Google Sheets, so you can keep it on the counter or on a phone, and reconcile the M-Pesa side against your statement whenever you like.

Do it online instead

Reconcile your M-Pesa Till against this — free statement analyzer

Open the free tool →

Custom work

Need a template made just for you?

Can't find the exact workbook, or want one branded and built around how your business actually runs? We build custom Excel & Google Sheets — bespoke financial models, dashboards, sector trackers, data clean-up and automation. Need it in English or Kiswahili, or another language? Just ask. Tell us what you need and we'll quote.

Frequently asked questions

Does it separate cash, M-Pesa and insurance?

Yes. Each day has its own column for cash, M-Pesa and insurance or NHIF, so you see exactly where the money came from. The premium dashboard draws the revenue mix as bars so you can tell at a glance how much of your income is cash versus M-Pesa versus insurance.

Will it tell me if a day or a month made a loss?

Yes. The daily net is collections minus expenses, shown red for a loss and green for a profit, and the monthly summary does the same per month. The premium dashboard also names your best and worst days and your profit margin.

Is this proper accounting?

No. It is an honest record-keeping and cash-flow aid to help you see whether the clinic is making money day to day. It is not an audited financial statement and does not replace a bookkeeper, so keep your receipts and your own records as well.