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Income and Expenses Feb-20 By Vertex42.

com
[42]
Income & Expense Tracking
© 2017-2021 Vertex42 LLC
Income Expense Account Overall
Account Date Description Category
Money IN Money OUT Balance Balance
Cash 2/05/20 Beginning Balance [Balance] 600.00 600.00 600.00
Cash 2/05/20 John borrowngs [Expense] 200.00 400.00 400.00 Additional Templates
Cash 2/03/20 Beginning Balance [Balance] 400.00 400.00 ► Money Tracker for Excel
Cash 2/03/20 Beginning Balance [Balance] 400.00 400.00 ► Money Management Template
Cash 9/15/19 ATM [Transfer] 400.00 400.00 ► Account Register Template
Checking 9/15/19 ATM [Transfer] - 400.00
Credit 9/20/19 Jay's Auto Mart Fuel - 400.00
Checking 9/22/19 Smith's Groceries - 400.00 To Print: Hide this column first
Checking 9/30/19 Credit Card Interest Interest Expense - 400.00
Checking 9/30/19 Credit Card Principal [Transfer] - 400.00
Credit 9/30/19 Credit Card Principal [Transfer] - 400.00
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- - ◄ Insert new rows below this one then copy formulas down

Total 600.00 200.00 400.00


Help
https://www.vertex42.com/ExcelTemplates/income-and-expense-worksheet.html © 2017-2021 Vertex42 LLC

This spreadsheet was designed as a very basic printable worksheet for


About thisyour
tracking Template
money. It also lets you list the account in case you want to track
your cash, checking, and credit transactions all within the same register.

For more
The advanced
first lines money tracking
in the Register systems,
table should seebeginning
be the the templates listedorbelow.
balances carry-
forward balances for each of the accounts you are tracking. If the account has
a positive balance, enter the amount in the Income column. If the account has
Getting
a Started
negative balance (likeinserting,
a credit card), enter
When adding, deleting, copying, orthe amount
pasting as a positive
transactions number
in the
in the Expense column.
Register, you will have fewer errors or problems if you
delete/insert/copy/paste the entire row. This is done by first right-clicking on
the Row number.
Note: The formula in the Balance column will not work if you leave a blank
row between entries in the table.

Extending
Insert newthe
rowsTable (Adding
below the last entryMore
row in Rows)
the table (but above the gray row).
Make sure to copy the formulas down in the Balance columns.

To delete a transaction, right-click on the Row number and select "Delete


Deleting
Row". Ifayou
Transaction
select the Row number and press the Delete key, it will only clear
the contents of the row, instead of removing the entire row.

Additional Help
The link at the top of this worksheet will take you to the web page on
vertex42.com that talks about this template.
Related Templates & Articles
Templates
► Money Tracker for Excel
► Money Management Template
► Account Register Template

Articles
How to Make a Budget with a Spreadsheet
12 Principles of Personal Finance
Income & Expense Tracking Worksheet
By Vertex42.com
https://www.vertex42.com/ExcelTemplates/income-and-expense-worksheet.html

© 2017-2021 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a


copyrighted work under the United States and other copyright laws.

Do not submit copies or modifications of this template to any website


or online template gallery.

Please review the following license agreement to learn how you may
or may not use this template. Thank you.

License Agreement
https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet.

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