Expense Tracker in Excel (Blue)

This budget tracker helps you monitor your expenses and ensure you stay within your budget. When you track your expenses, you will have a clear idea on where your money goes and how much you can save if you cut back on some expenses.

This spending tracker has sections for the month, date, description, expense category, source of income, amount, total expenses, total income, and net income.

It’s one of our best expense trackers which allows you to track your spending and financial resources. The expense tracker in excel has built-in formulas therefore your total expenses, total income, and net income are auto-calculated.

Instructions:

1. Enter month and date.

2. List down your expenses and its description (if applicable).

Under the expenses column, list down all expenses spent for the month, e.g., rent, groceries, utilities, transportation, etc. Use the description column for any additional information you want to add for each expense.

3. Enter amount for each expense.

For each expense listed, enter its corresponding amount on the same row. Once amount for each expense is entered, the template will auto-calculate your total expenses.

4. Indicate your source of income and its description (if applicable).

Enter your sources of income under the designated column. Your income source may be from salary/wage, pension, investment, or others. Use the description column for any additional information you want to add for each source of income.

5. Enter amount for each income source.

For each income source listed, enter its corresponding amount on the same row. Once earnings for each income is entered, the template will auto-calculate your total income.

6. Review your expense tracker.

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