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There are various types of expense templates you can create based on the criteria we can choose any of the below-mentioned expense templates that fit your needs.

It will help out to spend the right expense items at the right ratios at the right time when you are in financial difficulty or debt-ridden an expense tracker analyzes your way and the nature of your spending habits.

The expense tracker is ready once you add expense data in a weekly tracker, it automatically gets updated. In row 12 & column G, you can do the sum for a weekly category total expense. Simultaneously, all the weekly category total expenses are linked to relevant cells. It is a Total expense of the home & utility category for week 1. Let’s link the cell reference for week 1 for cell “C4”, you need to link it to cell “J16” of the Week 1 Tracker sheet, i.e. You can create a table, category wise where you need to link each cell to the weekly category total expense for each week. EXPENSE_TRACKER it is an overall combination of all the 5 weeks expense tracker to analyze & sum up all the expenses & create a total monthly expense data. Once all the five weeks tracker is created, you need to create one more final sheet, i.e. Similar steps are followed to create another 3 weeks tracker.

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In that Week 1 Tracker(1), you just need to update the heading of the week tracker name i.e. So that another copy of the weekly tracker is created so that you can name that sheet as “ Week 1 Tracker”. Once you click on “Move or Copy”, its window appears check the box to create a copy & click on the move to end. It can be created by just moving a copy by placing a mouse cursor on a Week 1 Tracker sheet. Simultaneously, you need to create 4 weekly trackers apart from this week 1 tracker, based on the number of weeks in a month. Similarly, the above step is followed for another category as well now, the Week 1 Tracker is ready. Now add SUM function for each category & its description in a vertical & horizontal range column C till column I cells.Īfter using the SUM formula, the result is shown below. Total expense for each description in column J. Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday in column C, D, E, F, G, H, & I, respectively. adds each category and its total expense.Įach description in column B and weekdays in a respective column, i.e.

Let’s create for week 1, with a day-wise breakup. If we are creating a monthly expense tracker, we need to create day-wise for each week, i.e. Now, you can add these in excel with each category separately & need to create a category wise batch.

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Education – Online or offline course fees.

A health club (Annual or monthly memberships & spendings).

Study Loan (Taken during graduation or postgraduation studies).

Gifts are given on any wedding or other occasion.

Investments & super contributions (Stock market or mutual funds).

Paying off debt if you have taken from someone.

Personal & life insurance (Monthly or Quarterly or Half-yearly or Yearly).

You should know or be aware of your monthly expenses or spending, which is categorized into various sections. If I want to create a family expense planner, the following criteria are kept in mind while creating an expense tracker I can add the below-mentioned categories to create a template.

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You can download this Expense Tracker Excel Template here – Expense Tracker Excel Template