Money Tracker v1
Track cash, checks, credit cards, and savings accounts in one place with automatic balance calculations.
Money Tracker v1 is a personal finance management tool that consolidates multiple account types—cash, checkbook, credit cards, and savings—into unified tracking sheets. Each account type has dedicated columns for dates, descriptions, amounts in/out, and running balances, with automatic calculations using VLOOKUP and SUMIF formulas. This template is ideal for individuals who want a simple, comprehensive view of their finances without complex budgeting rules, helping you spot spending patterns, manage multiple accounts simultaneously, and maintain accurate balance records across all your money sources.
What's inside
- Separate sheets for cash, checks, credit, and savings
- Automatic running balance calculations
- Date and payee/creditor tracking
- Check number reference list
- Configurable categories, payees, and account names
Download this template
.xlsx · 7 sheets · included with lifetime access
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