Income & Expense Tracker Excel Template · Monthly, Annual & Custom Dashboards
ZellMarket · Marion County, IN · 2 mo ago
MarketingFull-time
Overview
Stay in control of your money with this professional Income & Expense Tracker Excel Template. Designed for clarity and ease of use, this template provides Monthly, Annual, and Custom dashboards to track your finances in any way you need.
Features
- Log unlimited transactions with categories & types (Income or Expense).
- Automatic Year, Month, and Quarter grouping (no manual setup).
- Instantly view KPIs: Total Income, Total Expenses, Net Balance, and Savings Rate.
Monthly Dashboard
- Income vs Expense bar chart
- Expense as % of Income donut chart
- Income & Expense distribution tables with pie charts
Annual Dashboard
- Monthly overview table
- Income vs Expense bar chart
- Net by Month line chart
Custom Dashboard
- Pick any start & end date for on-demand reports
- Category totals with visual expense breakdown
Compatibility
Works with Excel 2016, 2019, 2021, and Office 365.
Benefits
- Clean, modern design inspired by best-selling finance templates.
- Easy for beginners yet powerful enough for advanced users.
- All formulas pre-built, no coding needed.
- Suitable for personal finance, freelancers, and small businesses.
Availability
Instant download — start tracking your money today!