Client Expense & Income Tracker

Overview

Monitors monthly cash flow without manual calculation. Every transaction is logged once — the sheet handles the rest automatically.

Features

• Dropdown data validation — keeps entries clean and consistent
• Conditional formatting — color-codes transaction status at a glance
• SUMIFS formulas — automatically separates and totals income vs expenses by month
• Visual dashboard — summary boxes and a bar chart showing financial performance instantly

Live Sheet Preview

Scroll through the tracker below or open the full sheet to explore it.