For example, make notes about your spending, and then edit your worksheet at home. If you are using the printed sheet, you can take it with you in your wallet and edit it whatever you make a purchase. If you are using the template on your phone, you can edit it. Step 4: Reform the Income and Expense Worksheet daily. Step 3: Edit the Accounts and Categories.Ĭheck categories shown in the drop-down lists for each column, these are just for convenience. The hidden column that you can unhide will show your current Account Balance. This isn’t required, but if you wanted to keep records of each account balance select this. Step 2: Enter starting balances for the accounts you want to record.

In conclusion, duplicate the worksheet and use one spreadsheet for each of your accounts if you wanted. It is not essential to use the sheet for all your accounts in one register. The data is there to give an example of how you can enter beginning categories, transfer money, and enter some expense transactions.

Step 1: Clear the trial data, but don’t clear the formulas in the column. However, if you know how to use Excel you could use a pivot table to analyze your income and expenses. This spreadsheet doesn’t calculate the sum of income and expenses by category for you. You can edit all categories in the Settings spreadsheet. We tried to make the template as easy to use as possible. How to Use this Income & Expense Excel Template? This spreadsheet is designed for personal finance and printable benefits and it is also modified as an editable worksheet.Īlthough we have other finance and budget templates for every budget category, if you are looking for a very easy way to keep track of your expenses that stay steady with your income, this spreadsheet helps you get started. Tracking your expenses and income is one of the important steps in handling your money. Best Income and Expenses Management Excel Template

Income and expense template free