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Multi-Account Income and Expense Tracker

Multi-Account Income and Expense Tracker

Regular price $21.03
Regular price Sale price $21.03
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  • Instant Download
  • Pay once, use forever
  • Script Free

Gain clear visibility into account balances, income, and expense trends. Whether you're managing personal, household, or business checking, savings, and credit accounts, this tool provides clear insights to make data-driven decisions, optimize cash flow, and maximize savings

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  • View and manage multiple accounts within one centralized system
  • Enter transaction details of income and expense transactions for accurate tracking and reporting
  • Apply filters to focus on specific accounts, categories, timeframes, or transaction types
  • Calendar format of all recorded transactions
  • Gain insights into financial performance, trends, and areas needing attention

How To Download:

  • Right after checkout, you'll receive an email with a download link to your PDF. Make sure to check your inbox and spam folder just in case!
  • You will receive a PDF download after purchase that contains link to the Google spreadsheet
  • You will also receive an Excel file download after purchase

You will need:

  • A device to access Google Sheets or Microsoft Excel.
  • A Google Account (if editing through Google Sheets).
  • Microsoft Excel365 (if editing through Excel)

Note: Personal use only. Redistribution is not allowed. By purchasing this item, you indicate your agreement to these conditions

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Background

Key Features

Tracks income and expenses across tens of accounts, managing funds efficiently across different sources

Analysis and visualization of financial data across accounts through an interactive dashboard

Filters and sorts financial data to help highlight key trends, anomalies, and insights for informed decision-making

Monitor changes by comparing financial data across periods and within monthly segments

Leverages P&L charts and calendar views to display detailed income and expense amounts dynamically for the selected months and years

Key Features

Why a Spreadsheet Beats Overpriced Software

Simple, reliable, and you own your data completely.

  • No subscriptions
  • Own your data
  • No internet required
  • Portable (email or store anywhere)
  • No login/account needed
  • Minimal system requirements
  • No ads or distractions

Built for Anyone Tracking Their Money

This tracker was created with real earners in mind — giving you complete clarity and control over every account, without the confusion or clutter.

Individuals juggling multiple bank or credit accounts

Freelancers with several income streams

Small business owners

Frequently Asked Questions

Find answers to common questions about our products and services.

How do I access the spreadsheet?

Once you complete your purchase, you’ll receive a download link via email immediately.

How many vehicles can I track?

There’s no hard limit. It’s designed to handle dozens or even hundreds of vehicles — you can add as many rows as your business needs.

Is it beginner-friendly?

Absolutely. No advanced Excel knowledge required. It's built for ease of use, with clear labels and helpful instructions built in.

What if I need help using it?

We’ve included setup instructions inside the spreadsheet. If you need more help, you can contact support for guidance.