Expense tracker by category
- Includes
- With charts
Excel expense tracker template
Enter one transaction per row with date, description, category and amount. Entries of 12 and 8 units total 20.
Ready to print 1 printable
Recording example
Enter one transaction per row with date, description, category and amount. Entries of 12 and 8 units total 20. When splitting a purchase across categories, check that the parts still match the original amount.
Check the data
Use a consistent convention for refunds and avoid counting both a total and its components. Filtering can hide rows without deleting them; check which data the total formula includes.
Check formulas and units
Test the sheet with two or three simple amounts and check the total manually. Distinguish input cells from calculated cells. Do not add amounts from different currencies or periods as though they were equivalent; the template organizes the data you enter.