You will get Ready To Use, Simple yet Powerful Income and Expense Tracker Spreadsheet
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Top Rated
Project details
You will get a template you can use for your income and Expense Tracking. All you need to do is log your Incomes and Expenses and the tracker provides you with charts and insights you need to analyse and track your finances.
The template is fully automated, you just need to enter your finance data.
In case you need any customizations, please share your requirements on chat or call
Here are the detailed features:
1. ANNUAL DASHBOARD
Monitor your total income and expenses for any year and see a detailed comparisons with visual charts & summary tables
2. MONTHLY DASHBOARD
Check your income and expenses for any month and know how much money you have left after all expenses have been paid
3. CUSTOM DASHBOARD
Fully customize the date ranges you would like to monitor, such as daily, weekly, and quarterly views, and automatically see an analysis
4. INCOME TRANSACTIONS
Log your income in one tab and easily sort & filter transactions by date, category, amount, or description
5. EXPENSE TRANSACTIONS
Log your expenses in one tab and easily sort & filter transactions by date, category, amount, or description
6. You also get a loom video with instructions on how to use the template
The template is fully automated, you just need to enter your finance data.
In case you need any customizations, please share your requirements on chat or call
Here are the detailed features:
1. ANNUAL DASHBOARD
Monitor your total income and expenses for any year and see a detailed comparisons with visual charts & summary tables
2. MONTHLY DASHBOARD
Check your income and expenses for any month and know how much money you have left after all expenses have been paid
3. CUSTOM DASHBOARD
Fully customize the date ranges you would like to monitor, such as daily, weekly, and quarterly views, and automatically see an analysis
4. INCOME TRANSACTIONS
Log your income in one tab and easily sort & filter transactions by date, category, amount, or description
5. EXPENSE TRANSACTIONS
Log your expenses in one tab and easily sort & filter transactions by date, category, amount, or description
6. You also get a loom video with instructions on how to use the template
Data Tool
Google SheetsWhat's included $50
These options are included with the project scope.
$50
- Delivery Time 1 day
- Number of Revisions 0
- Source Code
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DG
Daniel G.
Jan 16, 2026
30 minute consultation
JP
John P.
Nov 29, 2025
Data Visualization
JH
JP H.
Nov 14, 2025
Automation with Zapier / Google Sheets
SB
Stephen B.
Oct 9, 2025
Google Sheets + Apps Script Expert | Enterprise Client Management Dashboard
Very helpful in creating dashbaord and pulling API documentation for our used case - will definitely use their services again!
JG
Jennifer G.
Aug 14, 2025
Scrape schedules from Google Sheets 2
Priyanka develops creative solutions and has lightning-fast turnaround. I love working with her.
About Priyanka
Data Analytics & AI Automation | Power BI, n8n, Apps Script, RAG/LLM
100%
Job Success
Bangalore, India - 3:30 pm local time
My expertise in Data Analytics & AI Automation enables smarter decisions, faster processes, and measurable results.
🔹 About Me
I’m a full-time freelancer with 18+ years of experience in data analysis, visualization, and automation. I specialize in delivering solutions that combine data-driven insights with AI-powered automation, helping businesses save time, reduce errors, and make informed decisions.
📊 Data Analytics & Visualization
Tools: Python, Excel, SQL/BigQuery/PostgreSQL, Power BI, Looker Studio
Past projects include:
- Survey and customer data analysis
- Recommendation engines
- Customer segmentation and profiling
- Sentiment analysis
- Python notebooks for data manipulation and web scraping
- Interactive dashboards for sales and marketing
🤖 AI & Workflow Automation (LLM/RAG)
Tools: n8n, Power Automate, Zapier, Make.com, Excel/VBA, Google Apps Script, Python/Selenium, APIs (Asana, Xero, Jira, QuickBooks, WhatsApp, Telegram, Eventbrite, Rezdy, Finviz, Yahoo Finance, GuruFocus, Seeking Alpha, etc.)
I leverage Large Language Models (LLMs) and Retrieval-Augmented Generation (RAG) to build smart workflows, AI agents, automated reporting, and decision-support systems.
Automation projects include:
- Automated invoicing and inventory management
- Automated stocks tracker
- Personal finance tracker
- RAG-based chatbots
- AI-powered email manager
- Google Sheets & Workspace automation
- Custom web apps and workflow automation
✅ Why Work With Me
I focus on open communication, adaptability, and high-quality delivery. I’m highly responsive, ensuring timely, accurate, and actionable insights that drive business growth.
If you’re looking for a reliable data analyst and AI automation expert, let’s connect and discuss how I can add value to your next project.
Steps for completing your project
After purchasing the project, send requirements so Priyanka can start the project.
Delivery time starts when Priyanka receives requirements from you.
Priyanka works on your project following the steps below.
Revisions may occur after the delivery date.
Complete customization requests
In case you need any customizations, I will add those features and share the template with you.