2. Create income and expense categories Categories help to organizeyour budget. While the exact number can vary from person to person, there are two categories that are helpful to have: income and expenses. Within those, you can divide each into different subcategories. For example, you may co...
The free template tracks income and expenses, identifies cost drivers and helps to show where there is room for cost efficiency and greater profitability. 15. To-Do List Template Everyone has work to do, and getting that work done efficiently requires task management. At its most basic, that ...
spreadsheets can be used for a wide variety of tasks. popular uses include managing finances on a personal or business level by tracking income and expenses, creating budgets and forecasting future trends. additionally, they are widely used by businesses for data analysis such as quality control ...
income and expenses for January and use the replicate feature to repeat those incomes and expenses for the next eleven months, February through December. If some of the incomes or expenses change on certain months (for example, certain taxes are only paid in June and September), then the ...
If you’re looking for a simple spreadsheet without complicated tabs or unnecessary features, this one might be for you. You can easily keep track of your monthly budget and summarize your yearly financials with this template. The sheet comes with a few tabs: one for income and expenses, one...
A budget spreadsheet is a simple tool for organizing and tracking income and expenses. It provides a clear view of money coming in and going out over a set period of time, typically weekly or monthly. Assigning categories to each income and expense makes it easy to identify trends and uncove...
expenses. It has the months across the top and the spend categories to the left. You can quickly and easily see the trend of your monthly spend, and going forward can correct as needed. (I actuallydo not budget monthlybut instead use this tab to review my monthly income and expenses). ...
Income is recorded when it is received, and expenses are booked when bills are actually paid. As a quick aside, a refundable security deposit expected to be returned to a tenant is neither income nor an expense. Instead, when the deposit is received, it is recorded on the balance sheet ...
One additional thing included in this file is the annual summary. If you go to the 2025 tab you can see an annual summary of your income and expenses by month. This is automatically populated and you can easily make a summary for future years by choosing a different year from the drop-...
It allows you to create a yearly budget to make projections about income and expenses while taking care of variable expenditures and changes in income. The template allows you to list all your accounts (e.g., checking, savings, and credit card) and track transactions to keep you on top of...