Income and Expense Tracker with Automated Dashboard - Single or Multiple Years - Instant Digital Download / Printable / Microsoft Excel



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  • Digital download
  • Digital file type(s): 1 PDF, 1 other file

Income and Expense Tracker with Automated Dashboard - Single or Multi-Year (no need to buy another one)

My goal with this workbook is to try to make using excel easy while letting you use all the best features it has to offer.

This spreadsheet contains 4 sheets (tabs) including:

◆ Dashboard (Automated sheet) - This includes 4 charts with slicers which show:
- Top 5 Expense or Income Categories
- Actual Income / Expenses by Mont $ (Category)
- Expenses ($)
- Expenses (%)
◆ Income and Expense Tracker (Data entry sheet)
◆ Actual Income and Expenses (Table Overview with slicers)
◆ Expense Review (Data entry sheet)

What does this Income and Expense Tracker with Automated Dashboard do?

◆ It allows you to easily enter and track your income and expenses.
◆ The data entry page has a very simple user interface with buttons to add and delete rows as needed.
◆ Fully customizable categories (free text). No need to set up specific categories or be limited by categories that have as many or as little as you want/need.
◆ Track any type of income (wages, passive income, side hustles, or whatever you want), or expense you want (fully customizable)
◆ Easy to use with instructions for use on every worksheet.
◆ Dashboard with four charts (pie chart and bar chart style)
◆ Analyze your expense and income data by type, category, year, and month.
◆ No need to buy another tracker this tracker has no limitations year/month. You can use this for the next year or the next 10 years (or more).
◆ Each worksheet has been formatted to be printable for you (if desired)
◆ Macros are embedded within the worksheet to make this easy to use.
◆ Tabs at the bottom are color-coded to indicate which ones are data entry sheets and which ones are for viewing only.
◆ The Expense Review sheet is an optional sheet with a little quiz guiding you on where you could make changes to your budget to save money.
◆ Change the colors/font of the spreadsheet (instructions in the quick start guide)

💻 Important Information
----- A similar income and expense tracker is also included in my other item named the "Master Budget and Expense Tracking Spreadsheet and Automated Dashboard" (This other item includes this expense tracker along with my Personal Finance Budget with inbuilt Debt Snowball / Avalanche Calculator / Automated Dashboards. Buying the combined version will work out cheaper if you plan on using and buying both) -----

What you will receive:

◆ One Microsoft Excel file template
◆ One Quick Start Guide


◆ Created on Microsoft Excel 2016 (only works with Microsoft Excel desktop on Windows, not Excel online, Google Sheets, or Excel for MAC). Will work on desktop versions of Excel 2010 upwards.
◆ Please note that this spreadsheet uses Macros so please ensure when you open this file you 'enable macros'.
◆ Please note that every sheet on this spreadsheet has built-in instruction buttons to assist you with completing each sheet.
◆ Please ensure you don't change the sheet names.
◆ Please note that this is a DIGITAL DOWNLOAD file. You will NOT receive a physical product.

© Copyright
All designs are copyrighted by TheFrankBasics. You may not resell or redistribute any of these files. If you would like to use any of these templates commercially, please get in touch to discuss licensing.

💌 Due to this being a digital download, refunds are not available on this item for change of mind. However, please get in touch should you have any issues with the item as I will ensure that the item is working as described.

💻 How To Download Your Digital Purchase:

◆ A link to download the PDF pattern will be sent to your Etsy email address. All PDF purchases are available in your Etsy account. Once payment has been confirmed, go to "My Account" > "Purchase".
◆ To view or print your PDF file, you will need Adobe Reader (free download link):
◆ Your file should be available here, in your purchases:
◆ To access your digital file(s), go to Your Account > Purchases and reviews and look for the order.
◆ To the right of the order, click Download Files. This goes to the Downloads page for all the files attached to your order.
◆ There are generally no limits for when or how many times you can download a file. In most cases, you can access a file any time on your Purchases page, provided the transaction hasn't been canceled or removed.
◆ If your payment is still processing, the Download Files button will be grey.

Thank you for visiting The Frank Basics!!!! Feel free to get in touch if you have any questions, issues or if you want a custom Excel Product.

Instant Download

Your files will be available to download once payment is confirmed. Here's how.

I don't accept returns, exchanges or cancellations. But please contact me if you have any problems with your order.

Frank On Fire

Frank On Fire

Owner of TheFrankBasics

Message Frank

4 shop reviews

5 out of 5 stars
All reviews are from verified buyers
5 out of 5 stars

I love this template. It has made invoicing a breeze.

Aliya Hutchison 12 Aug, 2021

5 out of 5 stars

Thank you!

deebright3863 23 Mar, 2021

5 out of 5 stars

Jimwel 25 Jul, 2022

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