Income and Expense Tracker Template for Google Sheets & Excel
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$13.99
Regular price
$25.00
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COUPON CODE
- 40HUB – Purchase 2 or more items and enjoy 40% off your entire order!
Income and Expense Tracker: Comprehensive Financial Management Tool
Stay on top of your financial goals with the Income and Expense Tracker. Designed to simplify your financial management, this tool helps you easily track income, expenses, savings, bills, debts, and investments, ensuring that you always have a clear picture of your financial situation. With flexible features and easy-to-use functionality, it’s perfect for both personal and small business use.
Key Features:
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Customizable Financial Categories
Organize your finances efficiently by setting up to 50 custom categories for Income, Bills, Expenses, Savings, Debt, and Investments. This gives you the freedom to manage and track your finances in a way that works best for your needs
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Track Income and Expenses
Record all your income sources and expenses with ease. Whether it’s salary, freelance income, or daily expenses, you can log every transaction and track how well you’re sticking to your budget.
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Real-Time Currency Conversion
With support for multiple currencies, the tracker will automatically convert your income and expenses into your base currency. This means you can effortlessly manage finances across borders or track foreign income and expenses. -
Monthly Budget Overview
Set up and monitor monthly budgets for each financial category. Compare your budgeted amounts to the actual expenses or income to ensure you’re staying on track.
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Annual Financial Summary
Gain an overview of your finances over the entire year. The tracker allows you to see your total income, expenses, savings, and more for each month. With this yearly summary, you can assess your financial progress and make adjustments for future months.
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Custom Date Range for Analysis
Easily set a custom date range for tracking and reviewing your finances. Whether you need a quick look at a week’s data or a deeper dive into monthly or yearly trends, this feature provides full flexibility.
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Expense Breakdown
With a detailed monthly breakdown, you can view the specifics of your income, bills, savings, and expenses, allowing you to analyze cash flow, identify areas to cut back on, and make smarter financial decisions.
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Track Savings & Investments
Record your savings and investments, whether it's for emergency funds, retirement, or stock market growth. This tracker helps you keep tabs on both short-term and long-term financial goals.
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Debt Tracking
Keep track of your debts—whether it’s credit card debt, loans, or other liabilities. Monitor your debt repayments and plan for future debt reduction strategies.
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Add Notes to Transactions
Keep detailed records of each transaction with customizable notes, so you can always remember the purpose of an expense or income. This feature is great for tracking business-related expenses or simply keeping a log for future reference.
Why Choose This Tracker?
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Highly Customizable: Add up to 50 categories across all financial sections, allowing you to tailor the tracker to your specific needs.
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Multi-Currency Support: Perfect for users managing finances in different currencies or dealing with international transactions.
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Comprehensive Financial Overview: Track income, expenses, savings, investments, and debts all in one place.
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User-Friendly Interface: Simple to use for both beginners and advanced users.
- Automatic Currency Conversion: Automatically convert amounts into your preferred base currency for easy analysis.
Ideal For:
- Individuals looking to take control of their personal finances.
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Small business owners who need to track both personal and business finances in one place.
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Freelancers who need to manage income and expenses across multiple income sources.
- Anyone looking to save money, reduce debt, and grow investments while keeping their financial goals organized.
Stay organized and make smarter financial decisions with the Income and Expense Tracker. Track every dollar and cent with ease and keep your finances on track!
WHAT’S INCLUDED?
- Step-by-step instructions
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
HOW IT WORKS & REQUIREMENTS
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if using Google Sheets)
- Microsoft Excel software (if using Excel)
- Basic computer skills
HOW IT WORKS:
1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!
IMPORTANT TO KNOW:
- This is a digital download; no physical items will be shipped.
- Due to the nature of digital products, all sales are final, and refunds are not available.
COLOR DISCLAIMER:
Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.
Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
FAQ
How will I get access after purchase?
- Once your payment is confirmed, you’ll receive an email with your purchase details and access links for both the Google Sheets and Excel versions of the template.
How long will it take to receive my template after purchase?
- Instantly! No delays or manual processing. This is a digital download, and you will receive access to your templates immediately in two ways:
1) An email with your download links
2) A confirmation page after successful payment, where you can download the files right away without closing the website
Is this a subscription or a one-time payment?
- It’s a one-time payment — no hidden fees or recurring charges!
Are the templates compatible with my device?
- Yes! All Google Sheets and Excel templates are fully compatible with any device — including Windows, Mac, Android, and iOS.
Will anyone else be able to see my data after purchase?
- No! Once you purchase any template from us, you’ll receive your own private copy linked to your personal Google or Microsoft account (depending on whether you're using Google Sheets or Excel).
Google and Microsoft follow very strict security protocols, so no one will ever be able to access or modify your data without your explicit permission.
Which currencies are included in the template?
- All templates include over 40 different currencies from around the world. Yours is definitely there!
How do I know which cells I should fill out and which ones I shouldn't?
- The input cells are always marked with a specific color, usually white. You can also click on any cell to check if it contains a formula before entering data.
What if I accidentally enter data into a formula cell?
- Most likely, you won’t be able to. Each formula cell has a warning or restriction that prevents accidental editing. So don’t worry!
Can I edit and customize the templates?
- Absolutely! You can modify anything you like. The only limit is your imagination.
Can I resell this template?
- No, all templates are for personal use only.
However, if the template is marked as a PLR Spreadsheet, then yes — you are allowed to resell it anywhere, anytime!
Can I resell this template?
- No, all templates are for personal use only.
However, if the template is marked as a PLR Spreadsheet, then yes — you are allowed to resell it anywhere, anytime!
What if I need help or have questions about my template?
- 📧 spreadsheetshub.office@gmail.com
- 📧 info@spreadsheetshub.com
Can I use the template right after purchase?
- Yes! You’ll receive instant access to your template as soon as the payment is confirmed. No delays, no waiting.
What skill level do I need to use the template?
- Our templates are designed for all levels — from beginners to advanced users. Input fields are clearly marked, and most come with easy-to-follow instructions.
Can I use the template in Google Sheets for free?
- Absolutely! You don’t need a paid Google account — our templates work perfectly in the free version of Google Sheets.
Is the template for personal use only, or can I use it for business too?
- We offer templates for both personal finance and business needs — from budgeting to order tracking and inventory management.
Can I request a customization?
- Yes! We offer a custom spreadsheet service. Just reach out to us with your request and we’ll tailor the template to your needs.
What if I don’t know how to use Excel or Google Sheets?
- No problem! You can contact us for a simple guide or request support. We’re here to help and make sure you get the most out of your template.
Can I get a refund?
- As this is a digital product, refunds are not available. However, if you run into any issues or need assistance, we’ll do everything we can to help!
