personal income and expenses spreadsheet

A quick keyboard shortcut is control-z on PC or command-z on Mac

If you accidentally change the formulas, simply undo.

Utilize keyboard commands to quickly scroll through your data: to add items to the bottom of a column in the Income or Expense tabs, use the keyboard shortcut control-down on PC or command-down on Mac to easily navigate up and down the sheet.Quick notes for non-advanced Excel users: If you have experience with Excel and wish to customize this spreadsheet, I have added a section at the end with more details. Adhere to the steps below to avoid any complications. If you change any of the calculations or delete any of the columns, it is very likely that the output will no longer be applicable or accurate. This will be the first article in a three-part spreadsheet series on personal finance (covering income and expenses, budgeting, and health insurance) so be on the lookout for more!Īs a note: Excel formulas are finicky. You can download it as an Excel file or make a copy of it as a Google Sheets. However, I have attached a blank, clean file for your ease of use here.

The screenshots in this article show an example of a completed output with dummy data. If you find it helpful and wish to follow along, this article will describe how to use the spreadsheet. The resulting Excel spreadsheet automates income and expense calculations across different categories and years, after simply adding in one’s personal data. So, I began thinking of creating a customized and simple way to track income and expenses, both for me and for anybody else who might want to do the same. Though I say I’m a pretty frugal person, the sheer amount always surprises me. Costs ranging from rent and food to Amazon Prime subscriptions and wedding gifts totaled thousands of dollars every month. As I entered my mid-twenties, I found all my expenses adding up.

Personal income and expenses spreadsheet