Income and Expenses Tracker

The Income & Expense Spreadsheet is perfect when you want to track Income budget vs. actuals, expenses budget vs actuals, and savings actuals vs budget. 

The template is made to be simple, easy to understand, yet visually appealing. All you have to do is input your transactions, and everything else is calculated automatically!

What's Included?

  • Full Instructions 
  • Sample Spreadsheet with Mock Data
  • 16-Page Quick Start Guide
  • Editable in Google Sheets and Microsoft Excel
  • READ ME TAB – Instructions, Shortcuts and Bonus Tips
  • SETUP TAB – Easily input your starting data to begin using your spreadsheet

Features

Customizable categories for personalized budgeting

This spreadsheet is fully customizable, so you can make it your own and organize your data as you like.

Comprehensive cash flow overview for clear financial insights

Know exactly where your hard-earned money is going. Track monthly income and expenses by category and see how much you could save after covering all your necessary monthly expenses.

Simple budget planning tool for income and expenses

Plan with the budget planning tool. See the variances between your income budget vs. actuals, expenses vs. actuals, and savings budget vs actuals so you can reach your goals faster.

Understand cash flow at a glance

Our beautifully designed spreadsheet template automatically calculates your monthly income, expenses, and savings. You’ll see all of this information displayed in easy-to-read, making it easy to create a budget for income and expenses.

See all automatic calculations

Let the spreadsheet do all the work for you! See your charts and tables auto-populate as you enter your income and expenses, making it easy to track your budget progress.

A Part of the Financial Pro 6-in-1 Bundle​

Debt management, Financial planning, Retirement planning, Your children’s future, Retirement planning, Your children’s future.

The Bundle Includes the Following

Gain a comprehensive overview of your financial standing. Analyze diverse investments at a glance. Establish clear short and long term financial objectives

An intelligent approach helps to create balanced budgets. Track your repayment progress with ease. Forecast when you will pay your debt with additional payments.

Calculate your FIRE value taking into account your debt and expenses.

The Mortgage Tracker spreadsheet allows you to track interest payments, principal payments, payoff timelines, interests, and potential savings on your mortgage.

Frequently
Asked Questions

This allows you to track your actual income and expenses effortlessly, create a budget with the amount of detail you prefer, and quickly analyze your income, expenses, and savings progress with custom dashboards. 

  • Easy to use. 
  • Clear and simple Inputs. 
  • All done for your budgeting tool. 
  • Easy yet informative dashboards that break down monthly and annual actuals (income, expenses, and savings). 
  • Quick and easy monthly and annual budget variance analysis.

Mac numbers will work. However, some sections are not compatible. This product is most compatible with Excel and Google Sheets. 

 

Easy to use. Track your income and expenses and compare them to your budget with custom dashboards. 

 

Yes, this works for both Google Sheets and Excel. 

Yes, this spreadsheet is fully customizable. Use all the inputs to customize your spreadsheet to meet your financial situation. 

 

Yes, this spreadsheet is fully customizable. Use all the inputs to customize your spreadsheet to meet your financial situation.

 

You can not adjust the categories or subcategories. You can allocate your expenses into your preferred categories and leave comments as reminders. 

 

No subscription is required. 

 

No. You will not need to re-purchase the spreadsheet to get updates. 

 

Leave Your Debt Behind, Increase Your Cash flow, And Grow Your Wealth.