Income & Expense Tracker Spreadsheet | Excel | Small Business | Freelancer | UK

Running a small business or going freelance is exciting. Keeping track of the money? Less so.

This Income & Expense Tracker was built to make the financial side simple — no accountancy knowledge needed, no complicated formulas to figure out. Just open it, add your transactions, and let it do the work.

What's inside:

• Transaction Log — log every income and expense with built-in dropdowns for category and payment method. No typing the same thing twice.
• Dashboard — see your total income, total expenses, and net profit at a glance. Updates automatically.
• Monthly Summary — income vs expenses broken down month by month across the full year.
• Annual Overview — your whole year on one screen.
• Category Reference — 8 income categories and 10 expense categories, all customisable.

Built for: Freelancers, VAs, consultants, creatives, charity workers, and anyone running a small business in the UK.

Instant download. No subscription. Yours to keep.