Multi-Year Expense and Income Dashboard - Excel 365

A straightforward and simple way to get started tracking your spending and getting a "big picture" view of your finances!

Tabs:

1. Transactions - Daily
2. Annual Dashboard
3. Expense Dashboard
4. Income Dashboard
5. Categories

This tracker shows you:

1. Annual/Monthly income and expense comparison
2. Detail on how much you're putting towards debt monthly, and annually
3. Three-year comparison of income and expenses
4. Annual income and expense per category
5. How your income is used (expenses, savings, investments)
6. Investment and savings rates
7. Monthly expense and income detail (pick the year, month, and expense/income category)
8. # of expenses and income sources per day of the month
9. Total amount of income and expenses per day of the month

You can add/change the income and expense categories to fit your needs

This worksheet will work for as long as you'd like to use it, the calculations are based on the input of the daily transactions

Simply "unprotect" the sheets to change things around

This is a great tool to start tracking and recording your daily financial activity.

A spreadsheet with sample data (from the photos above) will be included as well

If you have questions or issues please let me know at investinggingerly@gmail.com or contact me on Instagram @investinggingerly