Stay in control of your money with this professional Income & Expense Tracker Excel Template. Designed for clarity and ease of use, this template gives you Monthly, Annual, and Custom dashboards so you can track your finances any way you need.
📊 What you can do with this Excel sheet:
Log unlimited transactions with categories & types (Income or Expense).
See automatic Year, Month, and Quarter grouping (no manual setup).
Instantly view KPIs: Total Income, Total Expenses, Net Balance, and Savings Rate.
Use the Monthly Dashboard:
Income vs Expense bar chart
Expense as % of Income donut chart
Income & Expense distribution tables with pies
Use the Annual Dashboard:
Monthly overview table
Income vs Expense bar chart
Net by Month line chart
Use the Custom Dashboard:
Pick any start & end date for on-demand reports
Category totals with visual expense breakdown
Works with Excel 2016, 2019, 2021, and Office 365.
✨ Why you’ll love it:
Clean, modern design inspired by best-selling finance templates.
Easy for beginners yet powerful enough for advanced users.
All formulas pre-built, no coding needed.
Suitable for personal finance, freelancers, and small businesses.
⚡️ Instant download — start tracking your money today!
Published:
Sep 11, 2025 10:36 PM
Version:
v1.0
Category:
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