![]() ![]() With formulas, easy to customize interface, and integrated instructions on how to use the sheet, we can only recommend this template by Vertex42. The second sheet is a streamlined summary chart of your budget vs. The first sheet is dedicated to tracking your expenses in various categories throughout weeks, months or years. This template is perfect for both personal use as well as small business use. Top Expense Tracking Templates in Excel for Free 1. To save your template, use the Ctrl + S (Save) keyboard shortcut to modify the original file, or the Ctrl + Shift + S (Save as) shortcut to create a separate file, leaving the blank template untouched.Here, you can start using the template or customize it for your own needs using the tools you already know and love. Click on the file you downloaded to open the template in Excel.Make sure to only download from safe sources! Download the template you want to use.The steps below are universal to all templates you download from the internet, as built-in Excel templates already show up on your Welcome screen upon launching the application. Once you have Microsoft Excel installed on your computer, using a template is as easy as one-two-three. ![]() Top Expense Tracking Templates in Excel for Free.Tip : Need help with Microsoft Excel? Visit our Help Center for free guides, tricks, and more templates! Table of Contents The templates below guide you in using the software to effectively track your expenses without having to hire a professional or spend money on premium services. Need help creating a budget? Use the Home Budget Planner.Select reviewed more than a dozen expense tracker MS Excel templates and found the top choices for monitoring your spending.Īll the templates below are free to use, easy to customize, and incredibly user-friendly. You may need to shift some of your budget dollars to other categories. Look at each category as well as your budget overall. Readjust your budgets for each category as needed. Did you set aside money for regular maintenance (oil changes) or repairs?Īre you over budget? Look at where you spent your money and decide where you need to cut back. For example, if you are tracking vehicle expenses you might budget for gas, parking, and insurance. Remember that some of this extra money is also for unexpected items. Carry this amount into the next budget period or take the extra and put it into savings. At the end of the week or the month compare your spending to your budget and make adjustments for the next period of time.Īre you under budget? Great.If you withdraw $100 in cash, don't record the $100 record the specific items you spent that cash on. If you put something on your credit card, write down the amount of the item purchased, and make sure you have the cash to pay for it when the bill is due. Every time you spend money write it down in the appropriate category.That way you will be able to identify any problems early in the month. If you have a difficult time managing your money, set a weekly budget. Set a weekly or monthly budget for each category.However, you can influence the amount you spend on items such as food, cable/Internet, phones and vehicle expenses by changing your consumption habits. For example, items such as your mortgage/rent, property taxes and insurance are probably the same each month so tracking them may not help you (although you do need to know how much of your money must be reserved for those items). You may want to track every dollar you spend or only the items you have control over. Decide which categories you want to track.It can be as simple as writing down everything you spend. Tracking your expenses doesn't have to be a time consuming or complicated task.
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