Expense Tracker

Log expenses, categorise them and see where money goes.

A workbook for recording expenses with date, category, payment method, receipt reference and reimbursable flag. Pivot summaries and charts by category and month are wired up already, so the reporting sheet fills itself in.

Price
Free
Your files
Never uploaded
Runs
In your browser

or drag it here

· up to 50 MB · processed locally, never uploaded

Excel and spreadsheet files only. Export from Google Sheets as .xlsx or .csv.

Files stay on your device

What it does well

  • Dropdown categories and payment methods to keep entries consistent
  • Reimbursable flag with a separate claims summary
  • Monthly and category breakdowns with charts already built

How to use Expense Tracker

  1. 1

    Choose personal or business expense categories.

  2. 2

    Set the currency and the period you are tracking.

  3. 3

    Download the workbook.

  4. 4

    Enter expenses — the summary sheet updates itself.

Watch a walkthrough

How to use Expense Tracker

2 min 18 s · captions included

Watch on YouTube

Common problems and fixes

New rows are not picked up by the summary.

You typed below the table rather than inside it. Use Tab from the last cell so the table extends.

A category shows as #N/A on the summary.

It was typed rather than chosen from the dropdown and does not match the categories sheet. Fix the spelling or add it to the list.

Frequently asked questions

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