Income & Expense Tracker
Record everyday income and expenses by category, then review your monthly business figures in Excel.
- Record income and expenses
- Organise transactions by category
- Keep monthly records clear
- See business finances in one place
- Reusable Excel spreadsheet
£2.99
Buy nowSecure checkout and instant digital download.
What you receive
- 1 Excel workbook (.xlsx)
- Start Here — instructions
- Transactions — income and expense records
- Dashboard — monthly overview
- Settings — categories and setup
Before you buy
Designed for desktop Microsoft Excel. Software is not included. Layout, formulas or formatting may differ in other apps.
Enter transactions manually and replace the sample records with your own. This workbook does not connect to bank accounts or submit tax returns.
Digital download in a ZIP file. No physical item will be shipped. Unzip the download before opening the files.
Preview figures are sample data. Replace them with your own records or assumptions before use.
See what's inside
A practical system for recording day-to-day business finances without unnecessary complexity.
Keep your business finances organised
Built for freelancers, sole traders and small businesses that need a simple record of money coming in and going out.
Track income
Record money received and keep your income history in one place.
Track expenses
Keep business costs organised so they are easier to review later.
See the bigger picture
Maintain a clearer overview of your day-to-day business finances.
How it works
Add transactions
Enter income and expense transactions as they happen.
Organise your records
Categorise transactions and keep your financial information tidy.
Review your finances
Use your records to understand how money is moving through your business.
Make income and expense tracking simpler.
Download the Income & Expense Tracker and keep your business finances organised in one place.
Buy now