Expense Tracker (Excel)
Record each expense once and see monthly and all-time totals by category.
Download the template
Download expense-tracker.xlsx Excel workbook (.xlsx), 14 KB. Works in Microsoft Excel, LibreOffice Calc and Google Sheets.
What is inside
- Expenses: A table with room for 300 entries: date, category, description, payment method, amount and notes.
- Summary: Totals by category for a month you choose, and for all time.
Key columns and cells
- Category: pick from the drop-down, which comes from the Summary sheet list.
- Summary B4: any date in the month you want to analyse.
- Not in the list above: catches expenses whose category is not listed.
How to use it
- Rename or add categories in Summary column A.
- Enter each expense on the Expenses sheet.
- Choose the month on the Summary sheet to see totals.
- Compare months and look for categories that keep growing.
Notes and assumptions
- The sheet holds 300 rows; extend the formulas if you need more.
- Amounts are in your local currency; no conversion is done.
Frequently asked questions
Can I use it for a business?
Yes. Use categories such as Rent, Travel and Supplies.
How do I see a different month?
Change the date in Summary B4.