Income & Expense Tracker Dashboard
A simple dashboard for tracking your income and expenses by category.
Add your income and expense records to the Data sheet, refresh the pivot tables, and the dashboard shows your totals by category with a pie chart and a bar chart for each, plus your net profit or loss. Use the Month slicer to look at any single month. Fully editable, completely free.
Dashboard Features
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Income by Category: See where your income comes from, with a pie chart and a bar chart
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Expenses by Category: See where your money goes, with a pie chart and a bar chart
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Profit or Loss: Income minus expenses, shown as a profit or a loss for the selected period
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Month Slicer: Filter the whole dashboard to any single month
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- Income Summary: Income by category with a total
- Expense Summary: Expenses by category with a total
- Profit or Loss: Net result of income minus expenses
- Charts: A pie chart and a bar chart for income and for expenses
- Interactive Filters: Month slicer
Package Details
- Income & Expense Tracker Dashboard (.xlsx)
- Sample Dataset (.xlsx)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
