[Income and Expense Tracker Spreadsheet, Personal Finance Tracker, Financial Planner, Spending Tracker, Google Sheets Template, Excel Template]
The Income & Expense Spreadsheet is perfect for when you just want to track your total income and expenses and don’t wish to set a budget. Continuously use the same file to see an overview of your finances – just choose between the Annual, Monthly, and Custom Dashboard tabs in the template. Includes only the things you need and 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!
FEATURES:
Works with any currency – just input in one cell
Use one spreadsheet for multiple years – keep your records in one file
Automatic Calculations
Easy to use and understand
Beginner-friendly
Only includes the things you need
Sync the spreadsheet across multiple devices
Easily see your finances in charts and tables
WHAT’S INCLUDED?
7 Spreadsheet Tabs: Monthly Dashboard, Annual Dashboard, Custom Dashboard, Income Transactions, Expense Transactions, Balance Transactions, Setup
Full Instructions and Tips
Sample Spreadsheet with Mock Data
16-Page Quick Start Guide
Editable in Google Sheets and Microsoft Excel
YOU WILL NEED:
A device to access Google Sheets or Microsoft Excel
A Google Account (if editing through Google Sheets)
Microsoft Excel (if editing through Excel)
Basic computer knowledge
HOW IT WORKS:
1. Purchase (Instant Download)
2. Download the ZIP file (Access the Template)
3. Open the Spreadsheet (Start Planning!)
SOME THINGS TO NOTE:
This is a digital download. No physical items will be sent after purchase.
Due to the digital nature of the product, all sales are final and no refunds will be issued. If you have any questions, please do not hesitate to get in contact with me before purchasing the product.
All materials included in this purchase are for personal use only. No part of it can be distributed, sold, duplicated, reproduced, or used in any form without the written consent of the author.
The contents of your purchase are for informational purposes only. It is not intended to be financial, legal, or accounting advice. I will not be liable to any person for harm, damages, loss, claims, costs, and other liabilities with regards to your use of the documents.
COLOR DISCLAIMER:
The spreadsheet’s actual color may vary due to the difference in how our screens show color. Your phone, tablet, or computer display colors in different ways, much like how we also see colors differently. Please take note of this when purchasing the template.
Grace –
helped me get organized, very easy to use
Alex –
If you just want something simple to track your income/expenses, this is it. 🙂
zeehanna –
Excellent sppreadsheet! It is user friendly
Kerrie –
Simple to use, aesthetically pleasing, and exactly what I needed! Thank you Nica and TheWeeklyCrew for this amazing template 🙂