This excel expense tracking template is for those people whose want to track their expenses but they always find hard to track.
Tracking your expenses is one on the most important things to be successful.
And, here I have a one page, simple to use excel expense tracking template for you.
All you have to do, just enter your expenses in this sheet and it will give you some important insight about your expenses.
As I told you, this is a one-page template, but it’s quite powerful to track your expenses.
Follow me to explore its features.
Here in this template, you can enter a monthly budget to use as a benchmark for your monthly expenses.
This section will show you about the current month’s budget you have and along with that, it will show you the increment in current month’s budget from last month’s budget.
This section will give you a snapshot of the total amount spent on expenses in the current month.
The amount will update instantly after you enter a new expense entry. And, below it, there is also a small message about the percentage of budget you have consumed.
If you have faces some unplanned expenses sometimes, you can track those expenses in this template.
In this section, you’ll get a quick view about the percentage of unplanned expenses from your total expenses.
And, also a small message for the amount of unplanned expenses.
Category Wise Expenses
Yes, you can track your expenses in categories also.
This section will show you category wise summary of percentage share.
Day Wise Expenses
Here you can check your day wise expense amount.
It will show you your day wise spending on your expenses. This will help you to track that how often you spend in a month.
How To Use?
Please follow me to learn how to use this template to track your expenses with not efforts.
It’s super easy to enter an expense. Here are the steps.
- From your main template sheet, click on the “Data” button.
- It will navigate you to data entry sheet.
- Now, enter the following things in data sheet.
- Exp ID: A serial number for every expense entry. [Manual Entry]
- Data of expense [Manual Entry]
- Category of expense [Drop down list]
- Expense Description [Manual entry]
- Payment Mode [ Drop down list]
- Expense Type [Drop down list]
- Amount [Manual Entry]
- Once you entered your expense data, click on “Template” button to go back to your main template.
This template is super easy to manage. When you enter an expense, your template will update automatically.
Change Month & Year
Let’s say if you want to check insights about any previous month you can use drop down list form the main template section to select previous months & years.
Here are I have some details, you need to update this expense template whenever you need.
Add Monthly Target
If you have a monthly target for your expenses, you can enter that target in your sheet.
Use this table to add your monthly target.
Add New Expense Category
I have used some common expense categories in this expense template. And, if you want to add any new category, update it in the category table.
Once you add your new category in the table it will automatically update into the drop down list in data entry sheet & category chart.
Add New Payment Mode
Just like expense categories, you can update a new payment mode in the following table.
Once you add your new payment in the table it will automatically update into the drop down list in date entry sheet.
Use “Setting” button from your main template to navigate to above-mentioned tables.
This one page excel expense tracking template is a useful tool if you want to track your expense. It will not only help you to track but also give you some useful insights.
Download this template from here.
I hope you find this template useful.
Please share one thing with me.
Are you tracking your expense or not?