Income & Expense Tracker – Spreadsheet for Excel and Google Sheets

Hinweis: Diese Vorlage ist auf Englisch (Spalten, Texte und Anleitung). Sie funktioniert in Excel und Google Sheets.

Know your profit every month.

This income and expense tracker is made for small business owners, side hustles and the self-employed. Enter each payment – date, category, amount – and the dashboard shows income, expenses, profit and margin right away.

What you get

• Excel file for Excel 2016 or newer – also works in Google Sheets
• Dashboard with traffic-light colors, an optional income goal bar and 2 charts
• Monthly overview of every category, ready to print
• Optional Charts tab: running totals, profit trend, donut chart, stacked expenses and a spending heatmap
• Up to 1,000 transactions, 28 ready-made categories (room for 45)
• Example data you can switch off with one click
• Dark mode version
• Quick Start guide, printable income and expense log (Letter and A4) and a month-end checklist as a gift

Your data stays on your device

The Excel file works on your computer. No account, no sign-up, no subscription. No third-party server that can lose or leak your data. If you choose Google Sheets, your copy is stored in your own Google account.

Good to know

Instant download after purchase. 14-day money-back guarantee. This template is an overview tool and not tax, legal or accounting advice.

Questions? Write to info@propraxisplan.de – we usually reply the same day.