I use it and find it helpful so I've shared it with the public for you to do with as you please. This will serve as the foundation for your income and expenses tracking sheet. To begin, open Excel and create a new blank workbook. They're designed to be hard / impossible to mess up and usually include free technical support.Īlthough I've tried to make this spreadsheet pretty robust (shouldn't be able to get wrong answers without intentionally disabling the worksheet protection feature) and easy to tailor to your needs, I make no guarantees about the accuracy of its calcuations, its reliability, or any other concern. When it comes to tracking income and expenses in Excel, it all starts with setting up a well-organized spreadsheet. ![]() If you're not comfortable working with an Excel spreadsheet and aren't interested in learning that, I recommend using a budgeting app like EveryDollar instead. I think it is a good compromise between a full-blown accounting system (I had been using GnuCash for years)Īnd pencil and paper (if you do this by hand, props to you for your patience and organization!).ĭISCLAIMER: Although it works great for my purposes, I'm an engineer and enjoy numbers, spreadsheets, formulas, source code, etc. Setting up column headers for date, category, description, amount, and total. ![]() This will give you a clean slate to work with and allows you to customize the spreadsheet to fit your specific needs. Simply click the green Share button at the top right of your screen. The first step in creating an expense spreadsheet is to open Excel and select a blank workbook. Then, format the range of cells C6:C9 according to your desire to input the employee’s data. First of all, in the range of cells B6:B9, write down the following entities as shown in the image. In this step, we will make a primary summary layout for showing our expenses month-wise. Please note that the template contains sample data that you can overwrite. Step 1: Design Preliminary Summary Layout. ![]() Double click one of the Individual expense tracker files in the main workflow. When my wife and I took Dave Ramsey's "Financial Peace University" course in late 2012 we created this spreadsheet to plan and track our spending. Step 1: Share the Individual expense tracker spreadsheets.
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