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If you use a pivot table in excel 2013 or later i d recommend trying the new timeline feature.
Excel income and expense worksheet. Select your expense worksheet and prepare to set it up to record all of your expense data. There are now totals for the income and the expenses. When you have a new income or expense to add click and drag the blue resize handle in the bottom right corner of the table. The totals will automatically update.
It is one of the most useful and reliable tools that can be formulated in a few minutes. Format your expense columns. The image below shows an example of the type of report you can create fairly easily using a pivot table in excel. Using pivot tables to analyze income and expenses.
The worksheet however cannot calculate a summary of income and expenses as in like account register. For detailed instructions see the blog article written by guest author and microsoft mvp john macdougall. But then again if you are well conversant with excel you can choose to use a pivot table for analysis of your expenses as well as income. Enter the new data in the blank rows above the total row.
Summarize the income.
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