
Budgeting / Digital spreadsheet
Personal Income and Expense Tracker
Keep a record of the money that actually came in and went out. This personal cash ledger supports monthly and yearly review; use a budget planner alongside it when you also need spending targets.
- 600 entries
- Monthly review
- Cash overview
$7.90 USD
Base USD price. Final total and any applicable tax appear at checkout.
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Desktop Excel has not been tested.
Check software & setup detailsDigital download. Includes CLEAN and DEMO files. No physical item. Your download is available after payment, with access through your order confirmation.
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.
Getting started
One clear step at a time.
Choose your cash scope
Set the year, opening cash and review month.
Record actual payments
Use positive amounts with the correct transaction type.
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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