Income & Expense Tracker Spreadsheet

🧩 All-in-One Dashboard
Get a complete overview of your financial life in one place ,  income, expenses, debt, savings, and more.

📅 Monthly & Annual Insights
Track your progress month-to-month, compare trends, and visualize how your habits impact your financial growth.

📊 Visual Charts & Graphs
Automatically generated visuals help you quickly spot patterns, overspending, or wins worth celebrating.

🧠 Smarter Decision-Making
With transaction filtering, comparison tools, and financial goal tracking, you’ll make better choices ,  without needing a finance degree.

🧘 Stress-Free Setup
Spend less time figuring out how the spreadsheet works, and more time actually using it. Designed to be beginner-friendly, with video tutorials to guide you every step of the way.

✅ Customizable Yet Protected Personalize your categories and setup while protected formulas keep things running smoothly in the background.

This spreadsheet was designed for:

• Everyday individuals who want to feel in control of their finances
• Couples combining budgets or managing shared expenses
• Freelancers and side hustlers tracking irregular income
• Anyone ready to track expenses, reduce debt, and build savings in a clear, visual way
  
  

You don’t need to be a spreadsheet wizard ,  if you can copy and paste, you’re good to go.

It’s also a great fit if you’ve tried budgeting apps and found them overwhelming, subscription-heavy, or not flexible enough.

You’ll start by setting up your spreadsheet in just a few steps. You’ll choose your currency, your budgeting strategy (zero-based or carryover), and define your income streams and spending categories ,  all from one easy-to-navigate Setup tab.

From there, everything flows:

• Log your transactions manually or paste them in from a CSV (bank statement)
• View detailed breakdowns and summaries in the Monthly Tabs
• Track yearly performance in the Dashboards
• Plan ahead with the Smart Calendar
• Set savings goals with Sinking Funds
• Reduce debt with a built-in Debt Calculator
• Monitor your Net Worth and even gamify your goals with a No-Spend Challenge
  
  

The spreadsheet is color-coded for clarity, with built-in protections to prevent accidental changes to important formulas. Everything you can edit is clearly marked ,  no guesswork needed.

Managing your finances can feel overwhelming ,  spreadsheets, receipts, categories... where do you even start? That’s exactly why we created the Income vs Expense Spreadsheet ,  to make budgeting approachable, visual, and (dare we say) enjoyable.

What sets this tool apart is how thoughtfully it’s designed: clear visuals, clickable navigation, intuitive setup, and smart automation ,  no clutter, no confusion. It’s not just a budget spreadsheet. It’s a full financial dashboard built to work with you, not against you.

Whether you’re a beginner tracking your income and expenses for the first time or someone who’s been budgeting for years, this spreadsheet gives you structure without limitations.

Right after your purchase, you’ll receive a downloadable ZIP file with:

• A Google Sheets version
• An Excel version (identical in layout and function)
• Step-by-step PDF guide
• A link to a full video walkthrough (with timestamps for quick reference)
  
  

No paid software or add-ons required. You just need a free Google account or Microsoft Excel to start tracking right away.

Works seamlessly on desktop, tablet, or mobile (though we do recommend using a computer for setup and monthly reviews).

✓ Product developed with the latest Excel version (Office 365) Desktop App. Older versions might not be able to support all the features.
✓ This product is only available in English

This design and this spreadsheet is copyrighted by Priori Digital Studio. Your purchase of this product is for personal use only and commercial/public use of any kind is strictly prohibited. It is prohibited to resell, share, reproduce this product or distribute this product, either in part or in full, with or without modifications.