Expense Tracker · Free · No account
A personal spending tracker that shows where the money goes.
The personal setup has ten categories, from Groceries and Eating out to Clothing, Gifts and Subscriptions, and five payment methods. It records the shop or payee for each payment. The Summary shows each month, each category and each method, plus the largest payments.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Choose the purposeChoose personal, business or claiming back. This sets the wording on the Start Here sheet. Then pick the currency and name the log.
- Choose the columnsWrite your categories and payment methods, then switch on Shop or payee, Project or client, Tax-deductible, Receipt reference, Claiming back and Account or card as needed.
- Download and logStart typing in row 6 of the Expense Log, one payment a row. The Summary and the Check column update as you go.
Build your workbook
Preview: Personal spending tracker. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
What is different in this setup
Individuals and couples who want to see what they really spend each month and on what.
- Ten everyday spending categories, ready to rename.
- Payment methods include Debit card, Credit card, Cash and Direct debit.
- Claims, tax and project columns are off.
Sheets included (5)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- Expense LogEvery payment, one per row. Start typing in row 6.
- SummaryTotals by month, category and payment method, and the largest payments. Worked out from the Expense Log.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Some calculations do not workMany calculations on the Summary sheet and the Expense Log sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for these calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Can I log cash spending?
Yes. Cash is one of the payment methods. Type the amount and category as you would for a card payment, and the Summary counts it.
Can I compare with a budget?
Not in this workbook. To compare planned with actual spending line by line, use the Budget Tracker. This log is for recording and totalling payments.
Request a tool or send feedback
Request a tool or report a problem
Tell us what you would like to add, change or fix in the Expense Tracker builder.