Simple Income and Expense Template in Excel

Tracking your income and expenses helps you improve your financial habits. This money tracker can give you information on how much you earn and how to best spend your money.

The income and expense sheet is designed with two tables to capture clear data of your income and expenses. It has sections for the month, date, income source, amount, total income, net income, expense category, total expenses, and notes.

Eliminate your wasteful spending habits by using this excel income and expense template. It is free to use, print, or download.

For a thorough explanation on how to use this Simple expense tracker, see instructions below.

Instructions:

1. Enter month and date.

2. Indicate your source of income along with your specific earnings.

Enter your sources of income under the designated column. Your income source may be from salary/wage, pension, investment, or others. Once earnings for each income is entered, the template will auto-calculate your total income.

3. List down your expenses.

Under the expenses column, list down all expenses spent for the month, e.g., rent, groceries, utilities, transportation, etc. Once amount for each expense is entered, the template will auto-calculate your total expenses.

4. Add notes (if applicable).

Feel free to add any notes or comments on the template if deemed necessary.