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Income and Expense Tracker Spreadsheet

Score of 3.0 based on 3 reviews

About Income and Expense Tracker Spreadsheet Graphic


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Income and Expense Tracker Spreadsheet for Excel & Google Sheets

Track your income and expenses with our easy-to-use tracker in Excel and Google Sheets. Enter your income and expenses, and all calculations will be done for you! This spreadsheet is for those who want to simply track their income and expenses without the need for budgeting and other features. It is very simple and straightforward, fully automated, and perfect for those who want to manage their finances quickly and easily.

This template is fully customizable! You can change everything in it – colors in tables, pie charts, etc.

Step by step instructions in YouTube – https://www.youtube.com/watch?v=6PJ6vIZ50xo

WHAT’S INCLUDED ? 

  • Detailed video tutorial on how to use this spreadsheet
  • Step by step instructions
  • 4 Templates of Spreadsheets
  • 1 Sample Excel Spreadsheet with Mock Data
  • 1 Excel Spreadsheet with Empty Data
  • 1 Sample Google Sheets Spreadsheet with Mock Data
  • 1 Google Sheets Spreadsheet with Empty Data
  • Editable in Google Sheets and Microsoft Excel
  • Compatible with MAC, PC, Phones, or Tablets

Features:

  • Intuitive and Quick Set Up Just in a Few Steps
  • Visualise Your Cash Inflow and Outflow
  • Acts as a Compact Monthly Budget Planner
  • Track Your Expenses for a Complete Overview

Settings:

  • Personalize your financial tool: Configure currency preferences, time periods, and other settings.
  • Customize categories and labels for transactions.
  • Set budget limits and notifications.

Transaction Tracker:

  • Record and categorize income and expenses effortlessly.
  • Monitor real-time updates on your financial transactions.
  • Easily edit or delete entries for accurate and up-to-date tracking.
  • View summary reports and insights on your spending patterns.
  •  

These tabs provide a user-friendly interface to manage and track your financial transactions, allowing for personalized settings and detailed insights into your income and expenses.

!! IMPORTANT !!

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. Upload the PDF file (access to Google Sheet)
  3. Download the Excel template
  4. Open the spreadsheet (start planning!)

SOME POINTS TO CONSIDER:

This is a digital download. No physical items will be shipped after the purchase.

Due to the digital nature of the product, all sales are final, and refunds are not issued.

DISCLAIMER REGARDING COLORS:

The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.

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Reviews

3.0 3 Reviews
My Creative Pencil

January 21, 2025

2
Verified purchaser

Agree with other comment. At first looks pretty good but once you enter data (I was using Excel) there is a bug and it works only till row 43, as data sheet is password protected you cannot fix it. For me it was waste of time.

Dee K.

December 30, 2024

2
Verified purchaser

Works well enough at first glance, but there is a bug in the transaction tracker. If you move the rows around, add or delete rows, it miscalculates the numbers in the summary. The debt summary also vanishes if you do any of the above. I did my expenses using this and ended up overspending, because the "remaining" total was completely incorrect. It showed me I had $1k left, but I had zero. This is a huge deal. I don't recommend this.

Chantha Phan

November 21, 2024

5
Verified purchaser

Thank you for the kind review! The best part is when everything go according to plan.

ChartSheets's profile picture
ChartSheets

November 21, 2024

Designer

Thank you for sharing! We're so glad to hear everything worked out perfectly—here's to continued success and smooth planning! 😊


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Listed on Jul 26, 2024 - ID 102595886 Report Problem Enterprise License

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