Sum It All Up
Income and Expense Tracker cover
US edition

Income and Expense Tracker

Where does it all go? Log money in and out in seconds, and see it sorted by month and category, your budgets checked, and what's left over. Tag your side hustle to see its profit on its own.

US$8.99
Edition
Buy on Etsy
  • Pick any start month, in US dollars
  • Two looks, Soft and Classic, each as a Blank and a filled-in Example
  • Works in Microsoft Excel and Google Sheets (free)
  • No app, no sign-up, no subscription. Nothing locked.

What's inside

Dashboard

Money in, money out, left over and saved % for the year, a budget check for any month, and 2 charts.

Transactions

Up to 1,500 entries. The category decides if it's money in or out, so no plus or minus signs to get wrong.

Monthly

Every category, every month, with totals and a running balance.

Categories

Rename them and set monthly budgets.

Side hustle

Tag income and costs (for example 'Etsy shop') to see that profit on its own.

Start Here

A clickable index, with separate steps for Excel and Google Sheets.

What you download

  • Blank file, Soft look
  • Blank file, Classic look
  • Example file (filled in), Soft look
  • Example file (filled in), Classic look
  • Quick Start Guide (PDF)

Excel files (.xlsx) that also open in Google Sheets. This is a digital download; nothing is posted.

Watch the video guide See it set up from start to finish before you buy. Play on YouTube