Google Sheets | Income & Expense Tracker

Use discount code "ANTHONY20" to receive the tracker for only $20.

This Google Sheet has been designed to track your Income & Expenses for your personal or small business.

All information from the Set Up, Income, Expense, Mileage, & Utilities tab feed directly into the Overview tab.

Set Up: This tab is strictly for creating the Income and Expense dropdowns that become visible throughout the sheet. Income can be tailored to your specific needs. I've left three examples here when downloaded. While the expenses can be altered, the current expense naming have been tailored towards categories used for taxes. The Set Up page has additional information for each expense.

Income: This is where you input your individual income. I've left a single example here when downloaded.

Expense: This is where you input all of your business expenses. I've left a single example here when downloaded.

Mileage: This is where you input all your business mileage. Miles will be automatically calculated based on Start Location and End Location Google API.

Utilities: This is a slight variation to how you can track utilities. This page provides additional properties to account for a home office. Tax deductions allows for utilities to be deducted based on the percentage of your home office square footage to home square footage.

Overview: Do not edit anything within this tab other than selecting the two dropdowns towards the top left. This is where you can see an overview of all income and expenses based on the dropdowns for Month and Year. In addition to the monthly overview, this dropdown also includes filtering for Annual, Q1, Q2, Q3, & Q4. Lastly, if Contract Labor & Wages categories are used within the Expense tab, the right column will display individual names to better track who is owed a 1099 or W2.

Please note that this tracker is a tool to help organize your income and expenses. It is not intended as tax advice. For personalized tax guidance, please consult a tax professional.