One-Page Excel Monthly Expense Tracker Template [Free Download]

Tracking your expenses is one of the most important things to become successful.

But sometimes it’s really hard to track all of them.

Whenever we spend our money somewhere we forget it after a few days.

And then, end of the month we are totally blank about our spending.

So here’s the deal:

As an Excel user, you spend you most of the time working on Excel.

Right?

So it’s better to have an expense tracker template in Excel so that’s we can access it in a few clicks.

And here I have 1-page expense tracker for you.

free download excel expense tracker template

The best part is this template is specifically for those people whose want to track their expenses but always find hard to track.

Table of Content

Features

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.

1. Monthly Budget

Here in this template, you can enter a monthly budget to use as a benchmark for your monthly expenses.

budget section in excel expense tracker template

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.

2. Actual Expenses

This section will give you a snapshot of the total amount spent on expenses in the current month.

actual expense section in excel expense tracker template

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.

3. Unplanned Expenses

If you have faces some unplanned expenses sometimes, you can track those expenses in this template.

unplanned expenses section in excel expense tracker 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.

4. Category Wise Expenses

Yes, you can track your expenses in categories also.

category wise expense break up in excel expense tracking template

This section will show you category wise summary of percentage share.

5. Day Wise Expenses

Here you can check your day wise expense amount.

day wise monthly expenses in excel expense tracker template

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 it

Please follow me to learn how to use this template to track your expenses with not efforts.

1. Enter Expenses

It’s super easy to enter an expense. Here are the steps.

  • From your main template sheet, click on the “Data” button.
data entry button in excel expense tracker template
  • It will navigate you to data entry sheet.
data entry sheet in excel expense tracker sheet
  • Now, enter the following things in data sheet.
    • Exp ID [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.
back button to main template in excel expense tracker template

This template is super easy to manage. When you enter an expense, your template will update automatically.

2. Change Month and 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 and years.

Month Drop Down List

select month in excel expense tracker template

Year Drop Down List

select year in excel expense tracker template

3. Add Monthly Target

If you have a monthly target for your expenses, you can enter that target in your sheet.

Use below table to add your monthly target.

table to enter monthly budget in excel expense tracker template

4. 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.

add new expense category in excel expense tracker template

Once you add your new category in the table it will automatically update into the drop down list in data entry sheet and category chart.

5. Add New Payment Mode

Just like expense categories, you can update a new payment mode in the following table.

mode payment in excel expense tracker template

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.

Last Words

This 1-page expense tracker 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.

And the best part is, you can check everything you have spent in past months and on your spending on daily basis.

I hope this template will help you to get better in your finance, but now, tell me one thing.

Do we have any other thing which we can include in this template to improve it?

Make sure to share your views with me in the comment section, I'd love to hear from you. And please, don’t forget to share this template with your friends, I am sure they will appreciate it.

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2018-11-16T06:13:36+00:00

15 Comments

  1. Lionel 15 Nov, 18 at 7:50 am - Reply

    HI Puneet,

    When i try to change the year and month, i get an error.

  2. May Cheong 1 Oct, 18 at 6:59 am - Reply

    Hi! How do I change the currency format on Budget, Expenses, and Unplanned Expenses? Thanks

  3. David 20 Sep, 18 at 1:04 am - Reply

    Drop down list only available till 2018. Can we change it?

  4. mike 17 Sep, 18 at 10:40 am - Reply

    Great design! I would add a table of monthly expenses and create a calendar page showing how much is owed on what day.

  5. Hari Mohana reddy Yangammagari 9 Feb, 18 at 1:03 pm - Reply

    Hi,
    Guide me how to change the Year. in the file it is showing as 2016

  6. Hari Mohana reddy Yangammagari 9 Feb, 18 at 12:57 pm - Reply

    Hi,

    Where I can download this file

  7. Alfredo 5 Oct, 17 at 2:50 pm - Reply

    Hello Puneet, thanku for this template
    i have just one problem: when i put the Date, it appears automaticallly wrote in my Language changing all the formulas and i can t modify the “A5” setting… how could i do??

  8. Taptronic 30 Aug, 17 at 4:40 pm - Reply

    Anyone else having a problem downloading this expense template? Still getting not found 404 error page… Please advise.

  9. Taptronic 24 Aug, 17 at 1:08 pm - Reply

    Having problem. After entering name and email I get 404 error page: ” Sorry! We can’t find the page you were looking for. Try searching instead!”

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