Expense tracker template
Write down each purchase — date, what it was, category and amount. The summary sheet adds everything up by category and by month, so you can see where the money really goes.
Expense tracker
Download template (22 KB)The file contains only formulas and example numbers — no macros, no links, nothing that connects to the internet.
What's inside
- Log sheet with 500 rows and a category drop-down
- Editable list of 15 categories
- Summary by category and month for the chosen year
- Share of total for each category
Prefer to calculate online? Use the Percentage calculator.
How to use it
- Download the file with the button above and open it in Excel, Google Sheets (File → Import), LibreOffice or Numbers.
- Fill in the yellow cells — they hold your own numbers. The example values show the expected format.
- Everything else is worked out by formulas. Save a copy whenever you want to keep a snapshot.
Common questions
How do I add my own categories?
Edit the list on the Categories sheet. The drop-down and the summary use that list, so new names appear everywhere.
Can I use it for more than one year?
Change the year cell on the summary sheet to see another year's totals from the same log, or save a fresh copy each January.
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