Income and Expense Tracker Spreadsheet

Income and Expense Tracker Template for Google Sheets & Excel

💛 How to Use Income and Expense Tracker Template | Step-by-Step Tutorial – https://youtu.be/Ke_zEqXOylI?si=5FpIvFAdVzjZw_ys

Stay in control of your financial goals with the Income and Expense Tracker, designed to simplify your financial management. This tool allows you to easily track income, expenses, savings, bills, debts, and investments, ensuring a complete and accurate picture of your financial health. Whether you’re managing personal finances or handling small business accounting, this tracker is perfect for both.

Key Features:

– Customizable Categories
Set up to 50 unique categories to track income, bills, expenses, savings, debts, and investments. Customize the categories to suit your personal or business financial needs.

– Track Income & Expenses
Record all income sources and expenses, from salary to freelance income or daily purchases, and monitor your budgeting progress.

– Multi-Currency Support
Easily manage finances across borders with real-time currency conversion, automatically converting transactions into your preferred base currency.

– Monthly Budget Overview
Set monthly budget goals for each category and compare them with actual income or expenses to ensure you’re staying within budget.

– Annual Financial Summary
View your overall financial performance throughout the year, with a summary of income, expenses, savings, and more for each month.

– Custom Date Range
Track your finances over a custom time period, whether for the week, month, or year, giving you full control over your financial analysis.

– Expense Breakdown
Access a detailed breakdown of income, bills, savings, and expenses each month, helping you evaluate cash flow and make informed decisions.

– Track Savings & Investments
Monitor savings goals, investments, and other long-term financial objectives like retirement or emergency funds.

– Debt Tracking
Keep track of your debts – credit cards, loans, and liabilities – and monitor repayment progress to plan future debt reduction.

– Transaction Notes
Add notes to each transaction, so you can remember the details behind every expense or income source, ideal for business or personal records.

Why Choose This Tracker?

– Highly Customizable: Add up to 50 categories to track finances in the way that suits you.

– Multi-Currency Support: Perfect for international users or those with finances in multiple currencies.

– Comprehensive Overview: Manage income, expenses, savings, investments, and debts in one place.

– User-Friendly Interface: Designed for both beginners and experienced users to navigate easily.

– Automatic Currency Conversion: Get real-time conversion for all transactions to keep your budget accurate and up-to-date.

Ideal For:

– Individuals managing personal finances

– Small business owners tracking business and personal expenses

– Freelancers managing multiple income streams

– Anyone aiming to save money, reduce debt, and grow investments while keeping their financial goals organized

Take control of your financial future with the Income and Expense Tracker. Start tracking every dollar, stay organized, and make smarter financial decisions today!

WHAT’S INCLUDED?

– Step-by-step instructions 
– 4 Templates of Spreadsheets
– Sample Google Sheet with Mock Data
– Blank Google Sheet
– Sample Excel with Mock Data
– Blank Excel
– Editable in Google Sheets and Microsoft Excel
– Compatible with MAC, PC, Phones, or Tablets

 

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

– A device to access Google Sheets or Microsoft Excel
– A Google Account (if using Google Sheets)
– Microsoft Excel software (if using Excel)
– Basic computer skills

HOW IT WORKS:

1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

– This is a digital download; no physical items will be shipped.
– Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.