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I will create a custom excel income and expense tracker
About this Gig
Need one place to see what came in, what went out, and what is left? I will build a custom Excel income and expense tracker for your small business, shop, or freelance work.
Basic includes an editable transaction log, automatic income, expense and net totals, and up to 5 categories. Standard adds a 12-month summary for one reporting year and up to 10 categories. Premium adds a dashboard with monthly and category totals for up to 15 categories.
You receive an editable .xlsx workbook, quick instructions, and example rows you can replace. Tell me your currency, category names, and reporting year. A few fictional or anonymized rows are enough.
This service covers workbook design and Excel formulas. Data entry, historical cleanup, macros, bank connections, bookkeeping, and tax advice are outside the package scope.
Platform:
Excel
Development technology:
Excel
Expertise:
Formatting
•
Formulas
FAQ
What file will I receive?
An editable Microsoft Excel .xlsx workbook with formulas and quick instructions. This gig is designed for Excel.
Do I need to share real financial data?
No. Please send your category names, currency, and fictional or anonymized examples. Leave out bank details and sensitive client information.
Can you import my existing transactions?
The packages cover building the tracker and adding example rows. Bulk data entry and historical cleanup are outside the package scope.
What does a revision cover?
A revision covers adjustments within the agreed scope, such as labels, categories, or layout. New features or extra reporting periods are separate.
Does this include bookkeeping or tax advice?
The workbook organizes the information you enter and calculates totals. Bookkeeping, tax advice, bank connections, and macros are outside this service.
