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Expense Tracker · Free · No account

A trip expense tracker for holidays and group travel.

Record trip expenses by category and payment method. Categories are Travel, Accommodation, Food and drink, Activities, Shopping and Other, and payment methods are Card, Cash and Shared card. The Summary totals each category and method, and lists the biggest payments.

  • Excel 2016 and later
  • Calculations checked in LibreOffice and Google Sheets
  1. 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.
  2. 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.
  3. 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: Trip expense 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

Travellers who want to know what a holiday cost and how much went on travel, accommodation, food and activities.

  • Six travel categories, including Accommodation and Activities.
  • Methods for Card, Cash and Shared card.
  • Shop or payee column records where each payment was made.

Sheets included (5)

  1. Start HereHow the workbook works, what each sheet is for and the settings used.
  2. Expense LogEvery payment, one per row. Start typing in row 6.
  3. SummaryTotals by month, category and payment method, and the largest payments. Worked out from the Expense Log.
  4. ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
  5. 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.

How the utilities work

Can I use a foreign currency?

Yes. Choose the currency in the builder, such as euro or US dollar, or plain numbers with no symbol. It does not convert between currencies.

Can I split the trip between friends?

No. The workbook does not work out who owes whom. Add a column such as Paid for on the Expense Log and filter by it.

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Tell us what you would like to add, change or fix in the Expense Tracker builder.

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