Expense Tracker by Category in Excel (Simple)

This expense tracker allows you to categorize your expenses and track your spending on a weekly basis. It helps you understand where you have spent your money and how you can better control your finances.

The categories listed in this financial tracker are divided into two groups – essentials and non-essentials. Essentials include categories such as housing, transportation, utilities, and others while non-essentials include categories like personal spending, recreation & entertainment, and miscellaneous. All these categories listed are only examples.

This free expense tracker in Excel is customizable so you can modify it according to your personal or business needs.

Instructions:

1. Enter specific month and your total monthly income.

2. List down your expenses.

The categories listed in this template are divided into two groups – essentials and non-essentials. Different expense areas such as housing, transportation, utilities, and others are listed as an example but you can modify them as you see fit. Categorize and list down your expenses according to your needs.

3. Enter amount for each expense.

For each expense listed, enter its corresponding amount on the same row. This template allows you to track your expenses on a weekly basis. Once amount for each expense is entered, the template will auto-calculate your total expenses.

4. Review your expense tracker.

Check the topmost part of this template to review your expense tracker. It should have details for your total income, total expenses, and net income. Your net income lets you know whether or not you have exceeded your budget.