Personal Finance Tracker

Why did I create this template?

I created this template to help me track my income and expenses in one place. 

What's inside the template?

Template provides a table to enter your income and expenses. A list of categories are provided under each, with the flexibility to enter more categories as needed.

A stat table at the top of the template gives you the current month income and expense summary. 

How to use the template?

1. Start by deleting the entries in the Income/ Expense table (as it is dummy data)

2. Add / remove category as needed

3. Enter your first income / expense entry by going through the instructions mentioned under this table. 

4. See your stats (at the top of the template) update as you add more entries. 

What are the benefits of the template?

You can track all your income and expenses in a single place

The current month summary shows you how your finances are doing

The category wise stats shows your income / expense under each category and helps you manage your finances better e.g cut down on Dining and spend more on Health