Get Personal Money Tracker Form

Step 1: Pick Your Program. First, select an application that can create and edit spreadsheet files. ... Step 2: Select a Template. ... Step 3: Enter Your Own Numbers. ... Step 4: Check Your Results. ... Step 5: Keep Going or Move Up to a Specialized App.

Open your income and expenses Excel worksheet. Select an empty cell beneath the last item in your "income" column. Type "Total Income" in this cell, then press the "Enter" key. Select the cell directly beneath the "Total Income" label. Type "=SUM(" into this empty cell.

Open your income and expenses Excel worksheet. Select an empty cell beneath the last item in your "income" column. Type "Total Income" in this cell, then press the "Enter" key. Select the cell directly beneath the "Total Income" label. Type "=SUM(" into this empty cell.

Track your income by adding money to your budget categories every time you get paid or receive money from any source. On payday, enter your income into your budget and add money to the categories that you will use before you receive your next paycheck.

Personal capital. This is a full-featured investment manager for hire. ... Expensify. Available on Android and iOS devices, Expensify is great for making expense reports on the go. ... Concur. ... Wally. ... QuickBooks Self-Employed.

Check your account statements. Pinpoint your money habits by taking inventory of all of your accounts, including your checking account and all credit cards you have. ... Categorize your expenses. Start grouping your expenses. ... Use a budgeting or expense-tracking app. ... Explore other expense trackers. ... Identify room for change.

Step 1: Open a Blank Workbook. ... Step 2: Set Up Your Income Tab. ... Step 3: Add Formulas to Automate. ... Step 4: Add Your Expenses. ... Step 5: Add More Sections. ... Step 6.0: The Final Balance. ... Step 6.1: Totaling Numbers from Other Sheets. ... Step 7: Insert a Graph (Optional)

Open a business bank account. Choose an appropriate accounting system. Choose cash or accrual accounting. Connect financial institutions. Begin managing receipts properly. Record all expenses promptly. Consider using an expense app.

Write down your monthly income. Write out your monthly expenses. Start with food, shelter (your mortgage or rent plus utilities), clothing, and transportation. ... Make sure your income minus your expenses equals zero.