All Categories > Tracking Income + Expenses > How to Track Income and Expenses in the Finance Planner for Creatives
How to Track Income and Expenses in the Finance Planner for Creatives
Once your categories and dropdowns are set up, you’re ready to start logging your transactions!
One of the most powerful features of the Finance Planner for Creatives is its ability to track all your financial activity in one place — both what you’re earning and where it’s going.
Here’s a quick overview of how it works:
💰 Income Tracking
Your income is tracked across two sheets:
Taxable Income – for freelance work, client payments, or anything you’ll pay taxes on.
Non-Taxable Income – for gifts, reimbursements, or other non-taxable income streams.
💸 Expense Tracking
Your expenses are tracked across two sheets as well:
Business Expenses – for anything work-related, you can write off or need to track separately.
Personal Expenses – for your everyday spending, bills, and lifestyle costs.
✏️ Customize Your Categories
Each sheet comes with editable dropdowns for:
Categories & Subcategories
Retailers
Payment Methods
You can easily tailor these to reflect your real-life income streams and spending habits.
🔁 Reuse Past Info Quickly
Use copy-paste or fill-down for repeated entries (like recurring income or expenses). Dropdown options help make data entry fast and consistent, too.
🔄 Automatically Updates Your Insights
As you add your income and expenses:
Your yearly calendar views update automatically and calculate totals
Your monthly and yearly summaries update automatically as well
Your charts, insights, tax estimates, profit and loss report, and yearly goals will update too
You get a clear picture of your finances without extra math
This overview helps you get oriented — now, choose what you'd like to dive into next!
