Income & Expense Tracker

This Excel template allows you to log your business revenue and expenses and monitor your financial situation. It is perfect for a small business use.

The dashboard will show you:

• Total amount of your revenue and your expenses, the percentage of spent revenue, your profit and profit margin and the situation of your cash
• Expenses amount and percentage, by category
• Monthly Revenue, Expenses, Balance, Profit, Year to Date Revenue, Year to Date Expenses, and Year to Date Profit
• The trends: Revenue vs. Expenses and Profit vs. Cash

Using this tool is very easy, just:

• Regularly enter your revenue and expenses by category

Video:

Template Requirements and How to Use:

• Works on PC with Windows.
• Does not work on MAC.
• Requires Microsoft Excel version 2013 or higher with Power Pivot add-in. 👉🏼 Watch this video to find out if your Excel version includes the Power Pivot add-in.
• Allow Macros to run (enable content when opening file).
• Ready-to-use template, just enter or import your data.
• Dashboard ready to be printed.
• Instructions on the Excel sheet “User Guide”.

Customizable template:

Colors, fonts, and all style attributes can be changed to suit your needs. If you want to make changes on your own, just enter the password included with the file to unlock the template.

Included in the download:

• A template with sample data
• An empty template, ready to receive your data.

Download link:

• Downloads are available from your account once your payment is confirmed.

Warning:

We have put a lot of effort into providing you with a quality work tool at a reasonable price. We kindly ask you to respect the copyright so that we can continue to exist, develop and improve our services. Thank you.

Once purchased, it is prohibited to resell, redistribute, sublicense, assign or transfer this file to anyone in any form. Please read our terms and conditions before purchasing this product.