เทมเพลต Excel / Google Sheets

Personal & Family Income/Expense Template

Daily income/expense log with dropdown categories
Monthly budgets that turn red when exceeded
12-month summary with bar and pie charts
Works in Excel and Google Sheets (copy link included)

฿99Lifetime

About this template

An income and expense tracker for individuals and families. Enter the date, category and amount, and the file totals each month, compares spending with your budget and charts the whole year. Works in both Excel and Google Sheets.

Screenshots from the real file

Who it is for

Working people who want to know where their salary goes
Families who want every member's spending in one place
Anyone who wants to start saving and set a monthly budget

What you get out of it

Know exactly how much goes to each category every month
See at once when you go over budget
See the whole year's finances on one page
Takes under a minute a day

What is inside the file

How to useGetting-started steps, list of tabs and what the colors mean

LogRecord daily income and spending. Pick type, category and member from drop-downs; month and +/- fill in automatically

BudgetSet a monthly budget per category and compare it with actual spending. Over-budget categories turn red, with a budget-vs-actual chart

Monthly summaryIncome, spending, balance and savings rate for 12 months, with a monthly chart and a spending breakdown

SettingsEdit income categories, expense categories and household members

How to use it

In "Settings", edit the categories and household members
In "Log", clear the sample data and enter date, type, category and amount
In "Budget", set each category's budget; overspending turns red
In "Monthly summary", see your balance, charts and savings rate

What you receive

Excel file (.xlsx), 73 KB, ready to download right after payment
A Google Sheets link that makes your own copy in Google Drive, usable on mobile
Sample data on every tab so you can see how to fill it in, then replace it with yours
Built-in formulas, drop-downs and color alerts

Frequently asked questions

Which programs does this template work with?

It works in both Microsoft Excel and Google Sheets. You get the .xlsx file to download plus a link to copy it into your own Google Drive.

Who is Personal & Family Income/Expense Template for?

Working people who want to know where their salary goes; Families who want every member's spending in one place; Anyone who wants to start saving and set a monthly budget

What's inside the file?

4 tabs: Log, Budget, Monthly summary, Settings, with all formulas built in.

Do I need to be good at Excel?

No. Just type into the marked cells; the file calculates and summarises everything, and includes a how-to sheet.

How do I get the file, and how much is it?

It costs ฿99. Once payment is confirmed, download the file and the Google Sheets link right away from your account page.

Product reviews

No reviews yet