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All our templates are designed by Professionals. Home » Templates » Income and Expenses. Income and Expenses Excel Template. Description Tracking your expenses and income is one of the important steps in handling your money. How to Use this Spreadsheet? Step 2: Enter starting balances for the accounts you want to record. Money in Excel can help you take control of your finances. It's the only template that securely connects to your financial institutions to import and sync accounts into an Excel spreadsheet.
Track finances and get personalized tips without ever leaving Excel. Note: Money in Excel is a premium template available as part of a Microsoft Personal or Family subscription and is currently only available in the United States.
Prefer to do things yourself? This Excel template can help you track your monthly budget by income and expenses. Input your costs and income, and any difference is calculated automatically so you can avoid shortfalls or make plans for any projected surpluses. Compare projected costs with actual costs to hone your budgeting skills over time. Tip: Track monthly expenses Utilities, credit cards, and insurance are billed monthly, so the easiest way to keep an eye on expenses is to determine how much you spend on a monthly basis.
Beyond your electric bill, do you have a movie or game subscription? What about a gym membership? Be sure to keep track of those, too.
Tip: Pay attention to variable expenses While gas and phone bills generally don't vary in amount month over month, other expenses, such as dining out or clothes shopping, can vary wildly.
Now that you have an overall idea of monthly expenses, it's time to categorize them so you can review your fixed, variable, and discretionary expenses. Fixed expenses stay the same amount month to month. Examples include a mortgage or rent, health insurance, a car payment, or house taxes. Watch a free demo. Use this template to track both income and expenses on a monthly basis.
This Excel expense template provides a straightforward spreadsheet format and calculates totals for you. It can be adjusted to include whatever expenses you want to keep track of, and each month is a separate sheet, making it easy to track monthly and annual expenses. This basic expense spreadsheet template is designed for tracking expenses, whether personal or business related. Keep track of purchases and other expenses by recording the payment method, type of transaction, amount of payment, and other details.
You can refer to this expense sheet as an easy reference tool, create a monthly expense report, and quickly add up expenses over any time period. This event budget template provides itemized lists of expenses and revenue sources, comparing projected and actual totals. It includes a pie chart showing a breakdown of expenses and the percentage of budget each category is using - this makes it easy to create a visual event expenses report to share with others.
Compare profits and losses to inform your future event budget planning. Some businesses require employees to submit a weekly expense report so that expenses are tracked and reimbursed at consistent intervals. This template provides a detailed record of expenses for each day of the week.
There is room for describing the business purpose for different expenses, the payment type, and subtotals. If you need to track small business expenses and develop a balanced budget, this business budget template calculates costs for goods and services. Enter your operating expenses from marketing to payroll and office supplies, and weigh these against your income.
The template shows projected income and expenses alongside actual amounts, which is helpful for future budget planning. Creating a personal budget can be a great tool for financial management, and also help you identify and reach your monetary goals.
This monthly expenses template compares your outgoing costs to income and savings, and includes a dashboard view for a quick visual reference. Income, savings and expenses are all itemized, so you can track different sources and get a comprehensive picture of your financial situation. A balance sheet can be a useful tool for communicating with investors and summarizing complicated financial data into a simple spreadsheet.
Use this detailed travel expense report template to keep track of business trip expenditures. Download this template, or edit it directly in your browser.
This financial management tool is made for budget-conscious families. With the Household Expense Budget planner , you track the income and spending of your entire household. The idea behind this Excel sheet budget template is to allocate every dollar of your income to a part or aspect of your budget, so the difference between both equals zero.
The Zero-based budget Spreadsheet has two sections — one side for your monthly income and another for your expenses. Once you finish filling out both areas, the difference should be zero. If not, you should adjust either side. This method allows you to track and easily trace where your money is going. Looking for a budgeting tool that will let you manage your budget and keep an eye on your expenses in a single location?
If so, the Money Manager template is the answer. How convenient is that? For those who are just starting to dabble in the world of business, the Small Business Budget template is a must-download. Capterra has developed a versatile and user-friendly budgeting spreadsheet that startup owners can use for both long-term and short-term budget planning.
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