GratisAIbusiness · free field guide · local-first · no account
cash position board / business

See the Week Your Cash Position Dips — Free, From Your Own Invoices

An aged debtors report says what is owed; it does not say which week the money runs short. A running position with everything dated answers the question a small business actually asks on a Sunday evening.

The proof surface

Free path: the tool computes locally in this browser with no key and no account. Where an AI step helps, any free chat assistant works — free tiers exist (Google AI Studio, Groq), but plans and limits change, so check the provider's own page. No third-party service is claimed here as verified: UNCONFIRMED — model has no browsing access this session.

InputDated entries as YYYY-MM-DD | amount | what it is, plus the opening balance
Rare deviceRuns every expected invoice and bill on one dated line and names the lowest point, so the invoice to chase is the one due before the dip rather than the oldest one
Outputa board of dated slips with the running balance down the middle, the lowest point pinned in the wash and the chase order printed under the board
Cost$0 · local-first · no account · no card

Why the flat version breaks

Aged debtor columns are thirty days wide by design, and a dip is usually a few days wide. Dating every invoice, bill and payment and running one balance across them shows the exact week the position goes thin.

How to use the cash position board in four passes

Enter the opening balance you can actually see

The cleared figure in the operating account, not one that includes an expected deposit or an overdraft facility. A board built on the optimistic figure shows no dip right up until there is one.

Date every entry by when it will clear

Wages, supplier runs, card fees and tax payments all land on known days. Invoices land on the day you realistically expect the money, which is rarely the due date.

Read the lowest point, not the closing balance

A month can close comfortably and still dip below zero in the middle of it. The board flags the lowest point and the date it occurs, which is the number that decides whether to chase.

Chase the invoice before the dip and re-run weekly

The invoice that lands just before the lowest point is the one worth a phone call today. Updating the board each week keeps the dip visible far enough ahead to act on.

SAMPLE DATA, NOT A VERIFIED CLAIM: the starter record is nine dated entries across three weeks with a two-day dip around the wages run and the tax payment. Replace these values with your own source before you rely on anything.

What breaks first

Using invoice due dates as payment dates

Terms are the date you may charge from, not the date a customer pays. Dating an invoice on its due date moves every deposit forward a week or two and hides the dip.

Leaving tax and wages off the board

Both are dated, both are certain, and both are larger than people remember. A board without them shows a comfortable month that does not exist.

Chasing the oldest invoice by default

The oldest is not always the one that matters. The board exists so the chase order follows the dip rather than the calendar.

What you pay otherwise

The usual routeWhat it leaves outCost
An overdraft weekBank charges and interest on a dip that one phone call would have preventedfees plus interest
A bookkeeping retainerMonthly fee for a report that arrives after the week it describes$120–$400 a month
Paying a supplier lateLate-payment interest and a damaged relationship because the bank balance was misreadthe relationship
This page + the free cash position boardComputed in your tab, result on screen before you type anything$0

Try the free cash position board right here

Load the starter board and set the opening balance to 3000 to watch the dip deepen.

FIRST-LOAD · sample record filed

Take it into the free cash position board

The companion app runs the same logic with a numbered intake, three starter records, a stateful share link, the one-time printable layer, and the local history shelf.

Open the free cash position board →

Keep the work if you will use it again

Free coreComplete on-screen result at $0

The full board: every entry dated, the running balance after each one and the lowest point with its date, unlimited re-runs.

$5 · one-timePrintable copy + saved history on this device

The on-screen result is free and complete. The one-time layer adds a tangible file you keep and the saved history that comes with it.

Go deeper in the companion app →

Boundary: This builds a cash forecast from figures you enter; it is not accounting, tax or investment advice and it does not read your bank or accounting software. Dates and amounts are your own estimates — check the numbers against your accounts and take advice from an accountant before making commitments on the strength of the board.