Income and expenses dashboard on a laptop and comparison dashboard on a tablet, two-bonus badge, Multicolor.

Income & Expenses Tracker

Multicolor
$10 CAD
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Income and expenses dashboard on a laptop and comparison dashboard on a tablet, two-bonus badge, Multicolor.
1/10
  • Income and expenses dashboard on a laptop and comparison dashboard on a tablet, two-bonus badge, Multicolor.
  • 6-tab list with 2 bonuses beside a laptop monthly dashboard and tilted bills and no-spend calendars, Multicolor.
  • Set up tab: currency, tracking categories, subcategories and up to 10 payment methods, Multicolor.
  • Transactions log: one color-coded row per entry with date, category, payment method and amount, Multicolor.
  • Main dashboard: income, spend and savings totals, cash flow chart, payment donut and category charts, Multicolor.
  • Comparison dashboard with two periods side by side, cash flow charts and withdrawals breakdowns, Multicolor.
  • Bonus calendar: month grid, a dated tasks list, reminders, and income, bills and subscription tables, Multicolor.
  • Bonus no-spend calendar: 12 mini month grids, an exclusions table and monthly no-spend goals, Multicolor.
  • Three numbered steps to buy, find the download link in your email and save it to Google Drive, Multicolor.
  • Multicolor, Pink-Green and Green-Blue tracker covers with color-option guidance, above two 5-star customer quotes.
Income & Expenses Tracker

Income & Expenses Tracker

Google SheetsPersonal Finance
$10 CAD

Counts toward bundle savings.

  • What's inside: 6 tabs
  • Delivery: Digital download
  • License: Personal use, single user

Log your income and expenses as they happen and see where your money goes, by category and sub-category, for any period you choose: weekly, biweekly, by paycheck or monthly. A comparison dashboard sets two periods against each other, and two bonus calendars cover your recurring bills and your no-spend days.
Color

Instant digital download. All sales are final once delivery begins; your rights under consumer law still apply.

What's inside

6-tab spreadsheet

  • Set Up: Set your currency, add up to two withdrawal categories of your own, like Bills or Debt, alongside income, expenses and savings, name up to 15 sub-categories under each, and list up to 10 payment methods.
  • Transactions Log: One row per transaction: the date, category, sub-category, payment method, a short description and the amount. An optional effective-month column files a transaction under a different month, such as income received early for next month.
  • Monthly Dashboard: Set the dates you want to look at and your start balance, and the page fills in from your transactions: what came in, what went out, what you put aside and what's left, by category and sub-category. Charts show your cash flow, your spending by payment method and by date, and your largest withdrawals, and a filtered list shows the period's transactions. Copy the tab to keep a record of each period.
  • Comparison Dashboard: Two date ranges side by side, each with its own start balance, comparing your income, spending and savings by category and sub-category, with payment methods and top withdrawals for each.
  • Bonus Calendar: A monthly calendar of your recurring income, bills and subscriptions, each in its own color, alongside your tasks. Set each one as one-time, weekly, every two weeks or monthly, and it appears on its due dates for a year from the date you set. Today's Top Reminders and Upcoming Transactions sit above the calendar.
  • Bonus No-Spend Calendar: Twelve months at a glance, with every day you spent nothing marked in color, counted from your own transactions. Leave out the sub-categories that you don't want to count, like rent, and set a monthly goal to track against.

Also included

  • Filled example: a copy of the template filled in with sample transactions, to see how it looks in use before you start your own.
“Very easy to use, good instructions on how to get started with it and what cells are editable. Very useful and customizable!”
Rory · Etsy review

How it works
  1. Open the PDF and follow the link to your template, signed in to a Google account.
  2. Make a copy to your own Google Drive, then start with the instructions on the first tab.
  3. Set up your categories and payment methods on Set Up, then log transactions on the Transactions Log. Both dashboards and both calendars update on their own.

Specs & limits
  • Transactions Log: up to 1,005 transactions.
  • Monthly Dashboard: sub-categories show for one category at a time, chosen from a dropdown. The daily spending chart covers up to 31 days and up to 3 categories at a time.
  • Bonus Calendar: each day shows up to 5 items, and a day with more shows 4 and a count of the rest. Up to 36 tasks and up to 20 entries in each of the three recurring tables. Today's Top Reminders shows up to 6 and Upcoming Transactions the next 3.

Compatibility & access
  • Works in Google Sheets only. Not compatible with Excel.
  • You need a Google account. A regular free Google account is enough.
  • Basic knowledge of Google Sheets is needed.
  • You can open the template in the Google Sheets app or in a browser. For setup and full editing, use a desktop browser.
  • The template is in English. You can type your own content in any language.
  • 5 stars: 5 (100%)
  • 4 stars: 0 (0%)
  • 3 stars: 0 (0%)
  • 2 stars: 0 (0%)
  • 1 star: 0 (0%)
J
Jinnie

Very good product thank you (Originally posted on Etsy)

R
Rory

Very easy to use, good instructions on how to get started with it and what cells are editable. Very useful and customizable! (Originally posted on Etsy)

J
JillAnne

Item as described. Thank you.. (Originally posted on Etsy)

A
Anonymous

Works perfectly and easy to use (Originally posted on Etsy)

C
Cynthia

Very nicely put together. I can't wait to start using it and get my expenses under control! Thank you, (Originally posted on Etsy)

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Income & Expenses Tracker

FAQ

Where do I start?

On Set Up, with your currency, categories, sub-categories and payment methods. Then log your transactions on the Transactions Log and set the dates you want to look at on Monthly Dashboard.

Does it include a budget?

No. It records what actually comes in and goes out, with no budget amounts to set. If you'd like to set budget amounts and compare them with your spending, the Budget Planner has them alongside the same transaction log and calendars.

What is the difference between the Budget Planner and Income & Expenses Tracker?

The Budget Planner is for setting budget amounts for any period you choose, then comparing those amounts with actual transactions.

The Income & Expenses Tracker is for recording and reviewing actual money coming in and going out, without entering budget amounts.

Both include a Transactions Log, a Comparison Dashboard for two date ranges, a calendar for one-off tasks and recurring income, bills, and subscriptions, and a No-Spend Calendar.

Can I track weekly or by paycheck instead of monthly?

Yes. Each Monthly Dashboard tab covers the start and end dates you set, so it can be a week, two weeks, a pay period or a month. Copy the tab for each new period.

Can I bring in transactions from my bank?

Yes, by copy and paste. The instructions on Set Up walk you through opening your bank's CSV export and pasting it into the Transactions Log. There is no automatic bank connection.

Does it work with my currency?

Yes. Set your currency symbol on Set Up and every tab uses it. The template works in one currency throughout.

Can my partner use it too?

Yes. Share your copy from Google Sheets with the people you manage money with, and everyone works in the same file.

Can I buy it as a gift?

Yes. The license passes to the person you give it to, and you can set it up for them before handing it over.

More questions about access, licensing and orders are answered on the FAQ page.

From Etsy reviews

What customers are saying

“Template came quick and was super user friendly! Instructions were very clear and helpful. As someone who is planning travel abroad for the first time to multiple countries, this has been a dream to work with! All you have to do is put in the information and the sheet does the rest. Would definitely recommend for any first time planners or people who love visuals with their planning! There are so many different sheets in this one including a calendar view which I absolutely loved!”
Madeline · Ultimate Travel Planner · Etsy review
“I've been using a simple excel spreadsheet for my income and expenses and have wanted to upgrade to something more substantial. I though about quickbooks but I don't want the monthly fee and I also don't need anything that complex. This is perfect! It is handy and has great tools without being too difficult to use or needing too much information inputted. I'll be using this for a while!”
Catherine · Budget Planner · Etsy review
“Everything I was looking for and very easy to use. The instructions are thorough and user-friendly, no matter how versed you are in Google sheets. Recommend!”
Amber · Habit Tracker · Etsy review
“I purchased this template to help plan for a group trip we are doing later this year. I love the possibility to visualize the budget and plan the itinerary that can be shared with the group. I am pleased with this purchase and would recommend”
Colette · Ultimate Travel Planner · Etsy review
“I'm so excited to have found this resource. I've never seen a matrix like this and it's been a game changer.”
Gretchen · Eisenhower Matrix · Etsy review
“Soooo happy with this purchase! This has helped us plan our summer trip to Europe with such ease and clarity! I'm a hyper-organized person so this plays right into my obsession of a good spreadsheet. But that aside, it's so useful for anyone looking to plan and budget their trip.”
Belinda · Ultimate Travel Planner · Etsy review
“Such a fantastic template, easy to use and brilliant at visualising all my budget information.”
Sophie · Ultimate Travel Planner · Etsy review
“Very cute! Works well, and the functions are well set up. I love the aesthetic. Very useful, thank you!”
Elisa · Habit Tracker · Etsy review
“I took a risk with this product as I am not the most computer literate person and was astounded at how detailed yet easy to follow the instructions were. Thankyou for creating such a fabulous product, Im really happy with this travel planner purchase and highly recommend!”
Sarah · Ultimate Travel Planner · Etsy review
“Loved this! Super useful for my upcoming girls trip and very user friendly, all the instructions are written right in!”
Raena · Ultimate Travel Planner · Etsy review
“I love the layout, especially the multiple different daily itinerary options. The instructions are very helpful!”
Serena · Ultimate Travel Planner · Etsy review