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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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Become a member of the Fastlane Forum, the private community founded by best-selling author and multi-millionaire entrepreneur MJ DeMarco. Since 2007, MJ DeMarco has poured his heart and soul into the Fastlane Forum, helping entrepreneurs reclaim their time, win their financial freedom, and live their best life.

With more than 39,000 posts packed with insights, strategies, and advice, you’re not just a member—you’re stepping into MJ’s inner-circle, a place where you’ll never be left alone.

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  • Active Community: Ever join a community only to find it DEAD? Not at Fastlane! As you can see from our home page, life-changing content is posted dozens of times daily.
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  • Powerful Networking Opportunities: Connect with a diverse group of successful entrepreneurs who can offer mentorship, collaboration, and opportunities.
  • Proven Strategies: Learn from the best in the business, with actionable advice and strategies that can accelerate your success.

"You are the average of the five people you surround yourself with the most..."

Who are you surrounding yourself with? Surround yourself with millionaire success. Join Fastlane today!

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