Financial Template for Personal or Small Business Use | Income & Expenses Spreadsheet with Dashboard | Excel

Structure Your Finances

A clean and intuitive Excel template designed to help you track income, expenses, and stay tax-ready — all in one place.

Built for professionals, freelancers, and small business owners, this template brings clarity to your financial life with structured layouts and automated visual summaries.

For less than the price of a coffee, get a structured way to manage your finances all year.

Whether you're organizing monthly bills or preparing for tax season, this tool saves time, reduces stress, and gives you a confident overview of your numbers.

✅ What’s Included

1. Income & Expense Summary Sheet
    – Monthly income and spending breakdown
    – Auto-calculated totals and category tracking
2. Detailed Transaction Log
    – Line-by-line entry of every income or expense
    – Filterable by category, date, and type
3. Visual Dashboard
    – Auto-updating charts and graphs
    – Income vs. expense overview
    – Category spending visualization

🎯 Perfect For:

• Personal budgeting
• Freelancers tracking project income
• Small business owners managing cash flow
• Anyone needing organized financial records for accounting

💻 You Will Receive:

• 1× Excel file (.XLSX) – fully editable

💡 Note

1. All products remain the exclusive intellectual property of Structra. By downloading or purchasing any product, you agree to the terms of use.
2. Any unauthorized use — including but not limited to reproduction, resale, redistribution, public display, or transmission — is strictly prohibited.
3. All licenses are priced for individual use only. For team use, please purchase one license per user.