The Income & Expense Tracker – Excel Bookkeeping Spreadsheet

Keep your business income and spending in one simple place. The Income & Expense Tracker is an easy Excel workbook for small-business owners, freelancers and online sellers who want organized records — without accounting software or a steep learning curve.

Enter income and expenses as they happen in clearly marked cells, and let the built-in dashboard total everything for you: gross income, fees, net deposits, spending by category, missing receipts and unpaid invoices.

WHAT'S INCLUDED

• The Income & Expense Tracker (Microsoft Excel .xlsx)

• Income Tracker, Expense Tracker, monthly Dashboard, and a customizable Lists tab

• START HERE quick-start guide and color key

• Read-Me / Quick-Start PDF and Terms PDF

HOW IT WORKS

1. Adjust the dropdown categories to fit your business

2. Enter income and expenses as they happen

3. Review the Dashboard each month for a clear snapshot

Instant digital download — no physical item is shipped. Microsoft Excel recommended (opens in Google Sheets with minor differences). This is an educational bookkeeping and recordkeeping tool; it does not provide individualized tax, legal or accounting advice or determine deductibility or tax liability. Consult a qualified professional when needed. Please keep a backup copy of your file. For your own business use — please don't resell or share.

Haven Bookkeeping & Tax · A DBA of Haven Financial