Excel Monthly Expense Tracker Template [Free Sheet for Download]

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

free download excel expense tracker template

So here’s the deal: As an Excel user, you spend most of your time working on Excel. Right?

It’s better to have an expense tracker template in Excel so that we can access it in a few clicks. And here I have a one-page expense tracker for you.

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

Hey, wait for a minute, just like this template, here are some more templates which can amaze you:

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

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 the current month’s budget you have and along with that, it will show you the increment in the 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 the budget you have consumed.

3. Unplanned Expenses

If you face 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 of the percentage of unplanned expenses from your total expenses. And also a small message about the number 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 a 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 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:

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 the data entry sheet.
data entry sheet in excel expense tracker sheet
  • Now, enter the following things in the datasheet.
    1. Exp ID [Manual Entry]
    2. Data of expense [Manual Entry]
    3. Category of Expense [Drop down list]
    4. Expense Description [Manual entry]
    5. Payment Mode [Drop down list]
    6. Expense Type [Drop down list]
    7. Amount [Manual Entry]
  • Once you entered your expense data, click on the “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 you want to check insights about any previous month you can use the drop-down list from 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 the 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 to the table it will automatically update into the drop-down list in the 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 to the table it will automatically update into the drop-down list in the data entry sheet. Use the “Setting” button from your main template to navigate to the tables mentioned above.

Link to Download

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 the past months and 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.

36 thoughts on “Excel Monthly Expense Tracker Template [Free Sheet for Download]”

    • That should get updated Automatically in the chart. You can share the screen shot of it or the file with me on the email ID:

      puneet[@]excelchamps[.]com

      Reply
  1. i want learn the excel basic to advance by you .. free of cost in hindi language reply me as how can learn it by u , reply me as soon as possible thanking you

    Reply
  2. If all of the manual entries can be blocked together, downloads from banks and cc companies can be formatted and pasted in, avoiding manual entry and possibly error.

    Reply
  3. Puneet, I’ve been learning a lot from your site. I appreciate the information very much. As a 70-year-old who grew up on Visicalc and Excel, I’ve never had the time until now to really learn the nitty gritty. I’ve always been what I consider a power user, but learning how to use VBA is great! THANK YOU! George

    Reply
  4. Seriously love all the content in the website thanks for providing such a valuable content at no cost
    Awesome Bro Keep it up

    Reply
  5. how do we change the year? or add a new one, like from 2016 to 2019, 2017 to 2020 or add new ones after 2018 like 2019, 2020..??

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

    Reply
  7. 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??

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

    Reply
  9. 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!”

    Reply

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