Due to the digital nature of this product, refunds and cancellations are not accepted.It is prohibited to share, resell or reproduce this product in any form. Your purchase of this product is for personal use only.No physical product will be shipped to you. ✓ No security or restriction on the spreadsheet ✓ Please do not hesitate to reach out via Etsy message if you have any questions or comments! Download the PDF file with instructions, and the two Excel files (demo file and blank Excel template). ✓ Upon purchase, go to ‘Purchases and Reviews’ on your Etsy account. Elevate yourself and your business with this simple tool that you can use over and over again!

✓ Optimize your wealth by understanding your income and expenses. ✓ This template will give you full visibility into your customizable income streams or business units, whether it is a rental property or Etsy business ✓ This template will give you a full understanding of your income and loss for the year, by month

ANNUAL DASHBOARD (TAB 6) - complete INTERACTIVE annual dashboard of all your income and expense data.

MONTHLY DASHBOARD (TAB 5) - complete INTERACTIVE monthly dashboard of all your income and expense data.

DETAILED PROFIT & LOSS (TAB 4) - view a detailed summary of your income and expenses by month.

EXPENSE (TAB 3) - enter your expense transactions all in once place.

INCOME (TAB 2) - enter your income transactions all in one place.

SETUP (TAB 1) - setup your workbook assumptions including start date, and income/expense categories.

✓ Microsoft Excel Income and Expense template spreadsheet (6 Tabs) ✓ One fully completed Income and Expense spreadsheet with sample data ✓ Step-by-step detailed instructions in PDF format You can watch a tutorial video on YouTube here before purchasing! Change the color or theme with one click! Use this spreadsheet for 5 years. There is no restrictions or security on the workbook! Completely customizable to fit your brand. Completely customize your categories and subcategories. This spreadsheet works for individuals or small business looking to keep track of specific income streams or business units. Simply fill in your income and expenses in the transactions tab and the monthly and annual profit and loss information will be calculated for you. This spreadsheet is designed to make tracking your income and expenses easy and efficient.

Monthly expense and income spreadsheet