Expenses tracker excel sheet3/24/2024 ![]() ![]() Change Budget to Goal if you want to use the spreadsheet to track your savings goals.The expense tracker can be used for income tracking by making just a few changes to the labels. In the latest version, I changed the date format to the default * format so that dates will display as d/m/yyyy or m/d/yyyy depending on your computer's locale settings.When inserting a new category, insert the new column to the left of the Other column and then copy/paste formulas in the header and total rows. Two of the columns are hidden - to make it easy to insert new expense categories.This will help make sure the Totals update correctly (you should probably check to make sure you don't mess up the formulas, though). When inserting new rows, insert the new rows above the last empty row in the table (not directly above the Total row).Conditional Formatting is used to highlight every other row, to allow you to easily insert or delete rows and still maintain easy readability of the expense list."Category X") are just labels so go ahead and change them to be what you want. ![]() The labels for the expense categories (e.g.Listed below are some of the features or details to note as you are using the expense tracking sheet or the budget tracking chart. Check out more budgeting advice, tips and tricks so you can make the most out of your money.I have tried to set up the spreadsheet so that it is easy to insert or delete columns, depending on how many different expenses you want to track. Next, youll want to add headers for the categories that youll be tracking, such as date, expense description, amount, category, etc. Of course, a properly calculated budget doesn’t just happen overnight. Click on the first cell (A1) and type in a name for your expense sheet, such as 'Monthly Expenses.' This will make it easier to identify and organize your sheets if you have multiple tabs open. And when tax season rolls around, you have a convenient document to draw from, instead of hunting down receipts to present to your tax preparer. Work travel (broken down to lodging, meals, etc.)īusiness-focused templates are available for Excel, especially specific ones that keep track of your bill payments, general ledgers, or even expense reports for startups.īy tracking your expenses for your business in a spreadsheet, you can also identify potential sources for fraud, such as monetary discrepancies for yourself and others.Some of the most common categories for business expenses include: If you own a small business, you’ll have expenditures in different categories to record. Business expenses to consider for your monthly tracker It can be downloaded and used with Microsoft Excel or any other spreadsheet software that supports Excel files. By using the AutoSum feature, you can see how much you’ll be spending per month, or year, and tweak your budget to match your goals. PearBudget is a free, comprehensive spreadsheet designed to track your monthly household spending. Lastly, Excel makes it easy to tally up a total cost across columns. You can estimate how much you’ll pay per month for utilities, or if you know that you have a fixed rate for mortgages and loans, you can fill in the blanks ahead of time. Your rows can be tied to the months in this year where you’re anticipated to make monthly payments or save for major repairs. In an Excel template, you can create new sheets for each of these major categories, then break them down to specific expenses.įor example, create a new sheet, name it Housing, and then dedicate a column to the expenses that fall under this category (monthly mortgage payments, anticipated home repairs, etc.). Goals: Something you might be saving for in the long term, whether it’s a new car, an appliance upgrade, or sending a child to college. ![]()
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