Income & Expense Tracking Template

Due to security concerns, we're providing this template as a reference.

To use this template, you have two options:

1. Create a new spreadsheet in your preferred program (Excel, Google Sheets, etc.) and copy this structure.
2. Use our Google Sheets Template (Make a copy to your Google Drive)

Income Section

INCOME
Date	Description	Amount
MM/DD/YYYY	Client Payment	$0.00
MM/DD/YYYY	Service Revenue	$0.00
TOTAL INCOME		$0.00

Expenses Section

EXPENSES
Date	Description	Amount
MM/DD/YYYY	Office Supplies	$0.00
MM/DD/YYYY	Software Subscription	$0.00
TOTAL EXPENSES		$0.00

Summary Section

SUMMARY
Total Income	$0.00
Total Expenses	$0.00
NET PROFIT/LOSS	$0.00

Recommendations for Tracking:

• Create a new sheet for each month
• Keep all receipts and invoices organized
• Categorize expenses (utilities, supplies, marketing, etc.)
• Record transactions at least weekly
• Reconcile with bank statements monthly