Tin Shingle's Easy To Use Expenses & Income Tracking Template

Party! Expenses & Income Tracking Made Easy

Just in time for your last Money Monday of the year, we have designed for you Tin Shingle's exclusive Expenses & Income Tracking Template spreadsheet. Anyone can use this spreadsheet no matter what your industry. It is a perfect bridge to keeping track of your finances, but not committing to an accounting software like Quickbooks or smart financial app like Mint just yet.

Even if you do use Quickbooks for your business bookkeeping, yet need something to track your personal finances that you may share with a life partner or spouse, this template is for you.

Perks Of This Template

  • At-A-Glance Worksheet Tabs
    Bank Registers
    Balances on Bills
    Work Expenses
    Personal Household Expenses
    Client Payments Received

  • Partner or Spouse Planning
    If you live with someone and are sharing expenses and a financial life, there is a simple way for you to update what cash is in each of your bank accounts, and what is earmarked to clear for spending.

  • Private - Not Connected To Banks or Passwords
    This is an Excel spreadsheet that is not connected or synced with your bank accounts. There are apps where you can do that (like Mint or QuickBooks).

  • Lifetime Access.
    If you have already purchased this Template, you have instant and free access to updates made to the file. Just log in and download!

  • Free for Members of Tin Shingle.
    If you're an All Access Pass Member of Tin Shingle, this is also free for you!

Tin Shingle Featured in FitSmallBusiness for Managing Personal & Business Expenses


Happy Money Monday!

For a recent article at FitSmallBusiness, the advice of Tin Shingle's owner Katie Hellmuth Martin was featured at FitSmallBusiness alongside tips from other business owners and financial professionals.

Loan Personal Money to Your Business Only When Necessary
From the article...

"Are you financing your business from your personal funds? You may do this only when necessary – but you have to ensure that you loan the money to your business and log this to your accounting software as a business loan. Monitor how much your business has borrowed from your personal funds, and ensure to set a strict payment timeline for your business to pay the money it owes to your personal account."

That money can add up! You want to be sure to pay yourself back. The nice thing about paying yourself back is that you have money moving back into your personal bank account that isn't marked as a salary. But don't wait too long on your repayment, or you may need to pay interest on that loan.

Be sure to check with your accountant first to make sure you are in accordance with all tax law.

Tin Shingle's Financial Templates You Will Love

Are you afraid of using a bookkeeping software like Quickbooks or Freshbooks? Fear not! Tin Shingle has designed for you something simpler using Excel. While we highly recommend for you to use Quickbooks or Freshbooks, you can take baby-steps in the meantime with our Expense & Income Tracking Template. Accountants and bookkeepers love Excel, so they will love when you send them your expenses and income in this template. Make tax time a lot easier on yourself!
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Do you have a structured way of tracking time and project management for your clients? Tin Shingle built you a shortcut with our Client Project Time Tracker template. Save your brain by using this template! Your team and clients will thank you for your efficiency.
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