Expense Tracking Spreadsheet Template
A comprehensive multi-sheet expense tracking system with categorized logging, monthly summaries, and automated calculations for personal or business expense management.
This expense tracking spreadsheet template enables users to log and monitor expenses across multiple categories and subcategories. It features a detailed 'Expense Tracking Log' sheet where individual transactions are recorded with date, category, subcategory, amount, payment method, vendor, and notes. The 'Expense Summary' sheet automatically aggregates expenses by category across months (January through April visible) using SUMIFS formulas. A 'Set Up' sheet allows customization of categories, subcategories, and payment methods. The template includes helper calculations and chart functionality for visual expense analysis. It's ideal for personal budgeting, small business expense management, or household financial tracking.
What's inside
- Categorized expense logging with subcategories
- Monthly expense summaries by category
- Automatic aggregation using SUMIFS formulas
- Customizable categories and payment methods
- Payment method tracking
- Vendor/description notes field
- Monthly calculations with IF/IFERROR error handling
- Chart visualization capabilities
Download this template
.xlsx · 4 sheets · included with lifetime access
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