Income & Expense Tracker | Google Sheets Template

Track what comes in, what goes out and what you save, all in one Google Sheets template. Log income and expenses in seconds, build up to 10 sinking funds, and see everything on a dashboard for any month or the full year.

WHAT'S INSIDE

- Dashboard: pick a month or Full year and see income, expenses, saved and left over, your savings rate, income by source and expenses by category charts, your savings funds and a month-by-month chart

- Income: log date, source, category, amount and notes. The month fills in by itself

- Expenses: log date, what, category, payment method and amount

- Savings: up to 10 sinking funds with target, target date, saved so far, left to save, a progress bar, how much to save each month and a status. Log every deposit and withdrawal on the right

- Year Overview: all 12 months side by side with running totals, savings rate and two charts

- Setup: choose from 25 currencies and set your year, your name, income categories, expense categories, payment methods and fund names

- Start Here tab with simple instructions

TWO VERSIONS

You get a sample version filled with example data so you can see how everything works, and a blank version ready for your own numbers.

HOW IT WORKS

1. After purchase, download the PDF from the link in your confirmation email.

2. Click the link in the PDF. Google asks you to make a copy, which is saved to your own Google Drive.

3. Pick your currency on the Setup tab, then start logging.

GOOD TO KNOW

- Works in Google Sheets on computer, tablet and phone (editing is easiest on a computer)

- A free Google account is needed

- Not made for Excel or Numbers

- This is a digital product. No physical item will be shipped

- For personal use only. Please do not share or resell

- Because this is a digital download, returns are not accepted. If you have any problem, email me and I will be happy to help