Income and Expense Tracker Trello Board Template


The Income and Expense Tracker Trello board template is a Trello board that allows you to track your income and expenses for your direct sales business.


Do you wish you had a way to keep track of your income and expenses for your direct sales business?

Or a way to quickly see at a glance how your business is performing financially?

This Income and Expense Tracker Trello board template can save you time by keeping track of everything in one place.

What’s included in the Income and Expense Tracker Trello board template?

  • PDF with instructions for accessing the Trello board and how to copy it to your own account.
  • Instructions of using the Trello board to track your income and expenses.
  • Suggested categories of expenses for your direct sales business.



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The Efficient Elephant was founded to help mamas who are direct sellers and small business owners find ways to organize their business. We provide tools, tips, and resources to help you streamline your systems, giving you more time for the things that are important to you.

For the majority of the first 13 years of my son’s life, I worked 50-60 hour work weeks with an hour long commute each way. Come home from work, get dinner on the table, and get him out the door for baseball practice or his school concerts.

It. was. exhausting.

Trying to find this so called “balance” of providing for my family, actually spending time with my family, and taking care of myself enough to not have a breakdown.

Then about 3 years ago, I was fortunate to find a job closer to home. Still working long days but with a 10 minute drive home instead of an hour and 10 minutes. Life had settled down a bit and I began dating my boyfriend

….who has 3 children with his ex-wife.

….and then we got pregnant.


One child and a housekeeper away from being the Brady Bunch.

It was around that same time that I discovered direct sales and how much I loved having something just for me. Something that gave me a purpose other than being “mom” or just an employee.

I’ve learned the hard way that there is no such thing as “balance” in the story of my life….just over here doing my best to navigate motherhood while running a business.

Fortunately, over the years, I’ve developed ways to streamline my business processes and I’ll share them here with you!

Email me:

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income and expense tracker trello board
Income and Expense Tracker Trello Board Template