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

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

💡 Intellectual Property

Our templates are provided for the sole purpose of creating personal or internal business presentations.

All Products are the exclusive intellectual property of Structra.

Any unauthorized use — including but not limited to reproduction, resale, redistribution, display, or transmission — is strictly prohibited unless expressly approved by Structra in writing.

© Structra. All rights reserved.