Cash direction
Separate incoming and outgoing amounts.
Original editable file
Personal finance overview
Organize personal cash income and expenses by period in an editable workbook. Use WPS Spreadsheets to review the amounts you enter and identify missing records. Download the original editable starter to work through the example.
Download WPS OfficeFor Windows · WPS Office app
Original English XLSX starter included. Edit in WPS Spreadsheets; advanced features vary by version and platform.
See how it works
An editable starting pointSpreadsheets
Using WPS Office
How to get started
Install WPS Office, then follow these steps in the app. This webpage does not edit or convert your files.
Choose the accounts and periodState the scope and currency.
Preview the editable files
Explore the original starter and related workflows. Each file stays editable in WPS Office.
Original editable file
Download the starter file
Original personal finance overview example with task instructions and editable inputs.
This editable sample is in English. Open it in WPS Office and replace the example content with your own. The starter file is separate from the WPS app download.
File formats
XLSXPDF
Edit in WPS Office. Save a copy to share.About this workflow
Keep income, spending and balances on one basis
Use WPS Spreadsheets to work on the file, review the details and save the result in a suitable format.
Category context
Keep the purpose of each transaction.
A consistent period
Review records from the same planning window.
WPS Office
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Help and information
Frequently asked questions
This page downloads WPS Office. Features vary by platform, version and plan.
What should I check when using this personal finance overview?
The workbook has no bank feed and does not provide financial advice.
What does the starter include?
An original XLSX example with date, category, description, income usd, expense usd, fictional records and task instructions. Replace the example inputs with your own verified information.
Where does editing happen?
Open the downloaded file in WPS Spreadsheets. This page does not upload or process your workbook. Keep an original copy, inspect formulas and save the reviewed result in the format your workflow needs.
What happens when I select the download button?
On Windows or macOS, WPS starts the app download. On Linux, copy the installation command or choose a manual package. On iPhone, iPad, Android or Chromebook, continue to the appropriate app store. This page does not upload, convert or edit your files.
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Original English XLSX starter included. Edit in WPS Spreadsheets; advanced features vary by version and platform.