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Income & Expense Tracking - Worksheet!

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Max Shapira

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Hi,

I'd like to share with you a powerful tool of mine which will assist you to track your income and expense effectively and stick to a budget. This excel sheet can work in every nation, you just need to adjust the currency correspondingly.

When you open the worksheet for the first time you'll notice two sheets at the bottom:
  • 2019 (the current year)
  • Account Balance - this is something you do one-time (at the beginning of each new year). You should insert the present amount of your current account balance. For instance, if the balance is positive you type merely the number, for example, "100". However, if it's vice versa and the balance is negative you should type "-100". Once you did it, you can hide that sheet at the bottom so it won't bother your eyes.
Disclaimer: You don't need to do it on the main sheet (2019). Meaning, wherever you fill a negative amount, which probably will be at the expense criteria, there's no need to type minus and the desirable number every single time. Fill your numbers in the right cells and the worksheet will do for you all the work.

Save this file as a MASTER and every year just start a new one.


Cheers,
Max Shapira
 

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Stop Peeking Through the Keyhole.
Open the Door.

You hit a wall because the best advice isn't free—it's earned. Since 2007, MJ DeMarco has been active here daily (99.9% active rate), building a war room for entrepreneurs who refuse to settle for mediocrity.

  • Active Daily: Life-changing content posted dozens of times every day. No dead threads.
  • MJ's Inner Circle: Direct access to the author of The Millionaire Fastlane.
  • Vetted Network: Connect with founders scaling to 7 and 8 figures.
  • Proven Roadmaps: Strategy over motivation. Execution over "hustle porn."
"SCALED TO 6-FIGURE MONTHS"
"Tips and advice here saved me from huge mistakes, others allowed me to scale my business to 6-figure months."
— User MitchC
"INSANE QUALITY OF PEOPLE"
"The number of high quality people I've met from this forum has been insane. All of it predicated on building real value."
— User Richard Peck

"You are the average of the five people you surround yourself with."
Are you surrounding yourself with success?

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