Review criteria
- +Income by service and product
- +Categorized clinic expenses
- +Monthly profit auto-totals
- +Tax-ready summary
Clinic Income & Expense Tracker in Acupuncture Clinic
The Clinic Income & Expense Tracker is a copy-ready spreadsheet for acupuncture clinic that tracks visit income, supplies, rent, profit. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
Try it before you download
Live preview of “Clinic Income & Expense Tracker”
Change any white cell; grey cells recalculate the way they will in Excel or Google Sheets. Nothing you type leaves this page.
Loading preview…
you type calculated needs attention getting close
Get this template
What’s inside “Clinic Income & Expense Tracker”
Tabs: How to use · Ledger · Profit and lossFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 7
Columns (grey = calculated for you)
- Date
- Type
- Category
- Description
- Amount
- Month
- Signed amount
- Open the Ledger tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Record income in weekly totals from your scheduling software (no patient names) and each expense as it is paid.
- Categories line up with a Schedule C; give your accountant the Profit and loss tab and receipts.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Clinic Income & Expense Tracker
About this template
It is built for people who want results without another subscription: solo clinics tracking the books themselves. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Clinic Income & Expense Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Solo clinics tracking the books themselves
- +Anyone separating income and overhead
Pause before choosing when
- -Full accounting with payroll
- -Storing any patient health data
About Acupuncture Clinic
Why people consider this option
- +Schedule patients and track packages without paid clinic software
- +Keep income and package balances in a file you own
- +Front-office records ready for your bookkeeper
What to review before acting
- -Front-office only — keep clinical records in compliant software
- -Busy multi-practitioner clinics need booking software
Trust FAQ
Questions people ask before copying a template
Does the Clinic Income & Expense Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Clinic Income & Expense Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Clinic Income & Expense Tracker track?
It tracks visit income, supplies, rent, profit. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.