PLR - Income and Expense Tracker

Income and Expense Tracker Template for Google Sheets & Excel (With Resale Rights)

Start or grow your digital product business with our Private Label Rights (PLR) spreadsheet templates for Excel and Google Sheets.
With PLR, you make a one-time purchase and can resell the template under your own brand as many times as you like.
You’re free to customize the design, change colors, and add your logo or branding. Each template includes step-by-step instructions for your customers.

Who are these templates for?

These spreadsheets are perfect for entrepreneurs, marketplace sellers (such as on Etsy), bloggers, digital product creators, freelancers, and anyone looking to start or scale their business by offering high-demand digital products under their own brand.

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:

1. 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
   
2. 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.
   
3. 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.
4. 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.
   
5. 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.
   
6. 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.
   
7. 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.
   
8. 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.
   
9. 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.
   
10. 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.