Track income & expenses, smart dropdowns, real-time charts, savings insights, monthly balances, spending habits, Google Sheets finance tool

MoneyFlow Mirror: Income/Expenses Template

Many budgeting tools are too complex, too basic, or don’t offer real insights. You enter numbers—but learn nothing. MoneyFlow Mirror changes that by giving you a real-time reflection of your money movement across categories, accounts, and time. Whether you’re planning savings or trying to cut back, this tool gives you the clarity you need.

Key Features & Benefits

📈 Dashboard Tab: View totals, ratios, category breakdowns, and 12-month insights at a glance.

📌 Register Tab: Add transactions quickly with dynamic dropdowns depending on entry type.

⚙️ Settings Tab: Customize categories, sources, and accounts to match your financial world.

🧠 Calculated Insights: Savings rate, Expense-to-Income Ratio, Closing Balances.

🗓️ Month Filter: View custom insights for any 12-month window.

🔄 Real-time Updates: Data flows to the dashboard as soon as you register it—no delays.

How It Works (5 Simple Steps)

1️⃣ Download & Open – Access your Google Sheets file instantly after purchase.

2️⃣ Set Your Categories & Accounts – Customize income sources, expense categories, and account names in the ⚙️Settings tab.

3️⃣ Log Transactions – Enter income and expenses in the 📌Register. The smart dropdowns adjust based on what you select.

4️⃣ Track Automatically – Your dashboard updates instantly—see savings rate, expense ratios, and trends in real-time.

5️⃣ Filter Your View – Select the last month you want to analyze, and get a complete 12-month performance review.

FAQs

Q: Is it beginner-friendly?

Yes! It’s built for non-finance users. Clear instructions and intuitive inputs make it simple to use.

Q: Can I customize categories?

Absolutely. You can add or edit categories and income sources in the Settings tab.

Q: Can I use this for multiple accounts?

Yes, it supports multiple account tracking and gives you monthly balances per account.

Q: Will it work in Excel?

Yes, but it’s optimized for Google Sheets for the best user experience.

📜 Terms of Use

✔ This is a digital product – No physical item will be shipped.

✔ Personal & Business Use Only – Redistribution or resale is not allowed.

✔ Due to the nature of digital downloads, all sales are final (but we’re happy to assist with any issues!).

Why Choose MoneyFlow Mirror?

✅ Track income, expenses, and savings in one place

✅ Visual dashboards for deep insights

✅ Understand spending patterns and make better decisions

✅ Clean design and user-friendly

✅ Built-in financial ratios for smarter planning

✅ One-time purchase—lifetime benefit

📧 Need Assistance?

We’re here to help. Message us anytime for template setup, edits, or troubleshooting—we’ll respond within 24 hours.