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Income & Expense Tracker

Record income and expenses with GST, see where the money goes each month, then export a branded Excel file for your tax agent.

Your data stays on this device.

Entries are stored only in this browser on this device. They will not appear in a different browser or device, or after you clear your browsing data. Tax Insights cannot see or recover this data. Use Save backup file or Export to Excel regularly to keep your own copy.

Add a transaction

Calculated for you. Type over it to override.

Income

Expenses

Your categories

Your data

Everything you enter is saved only on this device, in this browser. Nothing is sent to Tax Insights or anyone else. A saved copy or backup file contains your entries, so keep it somewhere safe.

Save a copy to share

This downloads a new copy of the tracker as a single file that anyone can open in their browser, even offline. Each person's copy keeps its own data on their own device. Changes are not synced between copies.

Important: This tool supports record keeping only. It does not determine whether an expense is deductible or whether GST is claimable. GST is calculated as one eleventh of a GST-inclusive amount unless you override it. Keep your tax invoices and receipts. Tax Insights will review all information before preparing your tax return.

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