We've created a helpful expense tracker that you can download! This will help you stay on top of keeping track of all of your expenses throughout the year so that you don't have to dig through all of your receipts and do a bunch of last minute math!
For a basic expense tracker, click here. This simply keeps track of your expenses and totals them up per category.
If you prefer a more detailed expense tracker, click here. This keeps track of your income and expenses, breaking them down per quarter, producing a P & L statement.
See below for instructions on how to download! This document can be opened with Microsoft Excel or with Google Sheets.
We're now also offering an automated expense tracker for clients participating in our Personal Monthly Plan. If you would like to learn more about that or are having trouble accessing our expense trackers linked here, please email us at firstname.lastname@example.org.
All you have to do is click "Download", and you can open it up through Microsoft Excel program!
Go to file --> Make a copy. Once you do this, you can save the expense tracker to your Google Drive!