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Income and expense tracker.

Print a monthly income and expense record with a running balance.

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01 The page
Orientation
02 Income and expense tracker
03 Description

Use at most 60 rows and shorten long entries.

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Paper color

Share publishes the document entries and logo. Anyone with the link can view them; there is no automatic expiry.

Live preview210 × 297 mm
A4

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For true-size printing: choose 100% / Actual size, match the paper size and turn off headers and footers. Printing guide ↗

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Description

A few useful answers

How should I enter my records?

Enter the opening balance and record receipts or payments on separate dated rows.

How are the amounts calculated?

Income increases the balance; expenses reduce it. Keep receipt references in the description.

What limitations should I keep in mind?

Rows retain their entered order and dates must match the selected month. This is a simple cash record.

Income and expense tracker

Opening balance: 200

Use these settings: Opening balance: 200; Month: 2027-01; Currency: USD; Content: Date: 2027-01-05, Income: 50, Expense: 0 / Date: 2027-01-06, Income: 0, Expense: 30. Income: $50.00; Expense: $30.00; Balance: $220.00.

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Opening balance: 0

Use these settings: Opening balance: 0; Month: 2027-02; Currency: EUR; Content: Date: 2027-02-03, Income: 300, Expense: 0 / Date: 2027-02-04, Income: 0, Expense: 125. Income: €300.00; Expense: €125.00; Balance: €175.00.

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Opening balance: 100

Use these settings: Opening balance: 100; Month: 2027-03; Currency: USD; Content: Date: 2027-03-01, Income: 0, Expense: 120. Income: $0.00; Expense: $120.00; Balance: -$20.00.

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