Practical spreadsheets · Digital downloads · Secure checkout

A focused workflow

Make the next review clearer.

Record actual household cash

Income, expenses and reversals in one manual ledger.

Review all twelve months

Year and month summaries for your chosen calendar year.

Keep transfers distinct

Internal transfers have no combined cash effect.

See where money went

Review fixed categories and tracked closing cash.

Actual personal cash records. No planned budget, tax calculation or bank feeds.

Inside the spreadsheet

A closer look at the real files.

Income & Expense Tracker — A month in context. Fictional product example.
Feature close-up · Fictional example data
Income & Expense Tracker — Actual worksheet overview. Fictional product example.
Product overview · Fictional example data
Income & Expense Tracker — CLEAN files, fictional DEMO files and guides. Fictional product example.
Included files · Fictional example data

Getting started

One clear step at a time.

01

Choose your cash scope

Set the year, opening cash and review month.

02

Record actual payments

Use positive amounts with the correct transaction type.

03

Review monthly activity

Check the dashboard, categories and monthly summary.

Before you choose

A few useful details.

What does this tool include?

Record actual household cash: Income, expenses and reversals in one manual ledger. Review all twelve months: Year and month summaries for your chosen calendar year. Keep transfers distinct: Internal transfers have no combined cash effect. See where money went: Review fixed categories and tracked closing cash.

What should I check before choosing it?

Actual personal cash records. No planned budget, tax calculation or bank feeds.

Which spreadsheet app can I use?

Google Sheets and Microsoft Excel for the web. Desktop Excel has not been tested. Use separate Google and Microsoft working copies; they do not sync.

How do I receive my files?

For direct purchases, Lemon Squeezy processes checkout and provides access to the ZIP after payment. Open the link in your confirmation email, extract the ZIP on a computer and follow the included guide. Etsy orders remain accessible through Etsy.

Are the previews real?

The gallery shows the actual supplied workflow using fictional demonstration data. Use CLEAN for your own entries and keep DEMO separate.

Will this connect to my bank or other tools?

No. Entries are manual. Separate workbooks and copies do not automatically synchronize or make payments.

What if I need help?

For a direct purchase, use the support contact in your Lemon Squeezy receipt. For an Etsy purchase, message the shop through your Etsy order. Include the product name, tab, cell and a fictional example of the issue.

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