Monthly Expense & Tax Set-Aside Sheet

Twelve months of income, expenses and the tax you owe, on one page.

Each month takes income and costs, calculates the net, sets aside a percentage for tax and shows what is genuinely available to spend. The expense log below records date, category, description and whether it is deductible, which is the list your accountant asks for at the end of the year.

The set-aside percentage is a single cell: change it to match your bracket and every month recalculates.

Works in Excel, Google Sheets and Numbers. Edit only the white input cells.