Personal Income & Expense Summary on Excel

Personal Income & Expense Summary on Excel

$44.00

Get clarity over your cash without the headache. This simple Excel tool helps you track your actual income and expenses, so you can see where your money really goes (no judgement here). Use it to create a more accurate budget for next year or to tweak your current one as life happens.

Available in weekly, fortnightly or monthly formats, so it works with the way you get paid and spend.

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Description

Take control of your money with this easy-to-use Personal Income & Expense Summary in Excel. Designed for personal budget preparation and ongoing tracking, it helps you record your actual income and expenses so you can clearly see where your money is going. Use it to build a more accurate budget for the year ahead or to update and refine your current budget as life changes. With flexible budgeting options available in weekly, fortnightly or monthly formats, this tool adapts to the way you get paid and spend, making budgeting simpler, clearer and more effective.

Includes:

  • Tracking of personal income and expenses

  • Clear summaries showing where your money is going

  • Flexible budgeting options: weekly, fortnightly or monthly

  • A net worth snapshot showing your savings and debt

  • Simple Excel format. No apps, no subscriptions, no fluff

This is for you if:

  • You want a clearer picture of your personal finances

  • You’re ready to move beyond “I think I’m fine” budgeting

  • You’re comfortable using Excel and like practical tools

  • You want a simple way to prepare or refine your budget

This is not for you if:

  • You want automatic bank feeds or app-based budgeting

  • You prefer fully automated money tracking

  • You’re not comfortable using Excel

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