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• File Size 48.61 KB
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• Create Date July 6, 2025
• Last Updated July 9, 2025

Income & Expenses Tracker

Looking for a smart and easy income and expenses tracker in Excel? This free template helps you record transactions, view monthly trends, and monitor your net savings using visual dashboards — all customized for the Nepali calendar.

This template isn’t just for individuals — small business owners and freelancers can also benefit from structured tracking. With dropdown fields, pre-set categories, and auto-calculations, it reduces errors and saves time. The dashboard summarizes your financial status at a glance, making it easy to plan monthly budgets and savings goals. Plus, since it’s built in Excel, you have full control to customize it as your financial needs evolve.

Why you’ll love this template

• Fast setup – Just open the Setting sheet, edit the income and expense categories, and the 12 Nepali months (Baisakh‑Chaitra) are pre‑filled.
• Clean data entry – In the Transaction sheet every field—date, category, type, month—uses data‑validation lists, eliminating typos.
• Instant analysis – Behind the scenes, Excel PivotTables summarise totals by category and month, a Microsoft‑recommended best practice for analysing large lists
• Interactive dashboard – Pie charts show expense breakdowns, bar charts compare monthly income vs. expense, and KPI cards calculate net saving in real time. Add slicers to filter by month, type or category with a single click.
• Zero‑based budgeting–ready – Pair the tracker with a budgeting method such as zero‑based budgeting to justify each rupee you spend

How the excel income and expenses tracker template works

1. Setting Sheet – Stores category and BS‑month tables.
2. Transaction Sheet – Captures every rupee earned or spent; table formatting keeps it tidy.
3. Analysis Sheet – Two PivotTables (category‑wise, month‑wise) plus a calculated field for Net Saving.
4. Dashboard Sheet – Visual layer with dynamic charts and slicers.
5. Template Save – Save as .xltx so you (or your clients) can start each year with a clean slate.

Get started

1. Click Download below.
2. Enter 10–15 sample entries and press Refresh All—watch the dashboard update instantly.
3. Keep your finances on track with the excel income and expenses tracker template every month.

👉 Download the Free Excel Template Now and start tracking your income and expenses smartly!
No registration required. Clean design. Full Nepali-friendly setup.