Free Expense Tracking Worksheet Templates (Excel)

These free Microsoft Excel expense-tracking worksheet templates can help you keep tabs on your outgoings. To make sure you never experience a financial crisis, simply keep track of your earnings, spending, and budget. Make better judgments going forward by getting a deeper understanding of where and how your money is coming from.

After examining over a dozen Microsoft Excel expense tracker templates, Select identified the best options for keeping an eye on your spending.

The following themes are all very user-friendly, readily customizable, and free to use. Using Excel for the first time? Not an issue. Without paying for upscale services or hiring an expert, you may efficiently track your spending with the help of the templates provided below.

Tip: Looking for Microsoft Excel help? Check out our Help Center for free guides, tips, and templates!

How are Excel templates used?

If you have Microsoft Excel installed on your computer, using a template is a straightforward process. The instructions that follow apply to all templates you download from the internet, as well as the pre-installed Excel templates that appear on your Welcome screen when you first open the program.

1. Get the desired template by downloading it. Only download from reputable sources, please!
2. To access the template in Excel, click the file you downloaded. Typically, this is a file that ends in .xlsx or. Dot.
3. Excel will launch the template. Here, you can use the template straight out of the box or modify it with the familiar and favored tools to suit your demands.
4. Use the keyboard shortcut Ctrl + S (Save) to save your template in its original format or Ctrl + Shift + S (Save as) to save it in a different file without deleting the blank template.

Best Free Excel Expense Tracking Templates

[1] Expense Monitoring Form

This template is ideal for use in small businesses and for personal use. There are two papers included. You track your costs in different categories over the course of weeks, months, or years on the first sheet. A simplified summary chart showing your budget versus actual spending for the given period is presented on the second sheet.

We can only suggest this Vertex42 template because of its formulas, user-friendly UI, and integrated sage instructions. Make sure you get the Excel template so you can utilize the free version.

Download: Free Expense Tracking Sheet by Vertex42

2] Spreadsheet for Simple Budget

This spreadsheet on budgeting is ideal for individual usage. It is straightforward but gives you the tools you need to manage your costs and income. There are three columns in it: What is Going Out (variable expenses), What is Going Out (fixed expenses), and What is Coming In (earnings).

To quickly gain an overview, there is a total counter for both earnings and spending at the top of the columns. You will undoubtedly be able to take charge of your money and make wiser judgments before making purchases with the aid of this template.

Download: SimpleBudget Spreadsheet by Moneyspot.org

3] The Expenses Estimator

You can see where your money is going and receive an accurate breakdown of your spending with this high-quality Microsoft template. You can view an overview of the chart divided into many areas, such as Housing, Transport, Daily, and Fun, by using the dashboard that is included. Subcategories that are included provide an even more precise view of your cash flow.

If you want total financial control, this template is highly recommended. With flawless accuracy, see where everything is headed and make the necessary spending adjustments without sacrificing anything.

Open in a browser and download or edit: Expenses calculator by Microsoft

4] Template for Expense Report

This spending report template can be adjusted to create the ideal personal budget template, but it is also ideal for small businesses and staff. Obtain a precise breakdown of your vacation, business, or personal spending, as well as an overview of your out-of-pocket expenses.

The template provided by Smartsheet is designed to track the expenses associated with business travel. The template has categories for lodging, food, travel, and entertainment, along with a section for itemized expenses or an “Other” category.

Download: Expense Report Template by Smartsheet

5] Expense Log Monthly

You will be able to obtain a precise and comprehensive picture of your financial status with the aid of this monthly spending log. The month is easily divided into manageable days, each with a distinct field for you to fill out for Expenses, Savings, Income, and Balance.

By following this pattern, you can make sure that you never miss a payment and that you always know when it is safe to make significant purchases. You will be able to estimate your balance at various times throughout the month with the help of the balance tracking.

We adore how simple it is to utilize this template. Simple design and straightforward formulas combine to create a template that is both powerful and easy to use.

Download: Monthly Expense Tracker by Part-Time Money

6] Track Your Own Money

To track your finances in a more straightforward and accessible manner, use this template for all money tracking. After entering your beginning balance in full, you may see how each transaction impacts your budget. The pine care of everything? It’s completely automated using Excel’s strong capabilities and formulae.

The Microsoft template workbook includes multiple sheets for a quick and precise overview. You can easily manage your expenses, view monthly summaries, cash summaries, and chart data all in one place.

Open in a browser and download or edit: Personal money tracker by Microsoft

7] Individual Expense Monitoring (Choice 4)

This is a comprehensive personal cost tracker that includes multiple sheets and customizable options. The template is available for download on Chandoo.org.

The spreadsheet enables you to monitor different payment methods, including cash, cheque, and credit or debit card, divided into each month. We highly recommend this workbook to both experienced users and newcomers who want to enhance their Excel skills.

Download: “Karthik’s Excel Personal Expense Tracker (Option 4).”

Concluding remarks

We are happy that you have read this far. 🙂 Regards.

You have learned how to use Excel for managing your household budget. Developing a spending plan for your home can be overwhelming and nerve-racking, but with numerous free and premium budgeting templates, Excel can assist you in staying organized and on course.

We’re thrilled that you stopped by and hope you found our Excel resources helpful. If you require additional assistance, our exceptional customer service team is available 24/7 to provide support. Stay tuned for more exciting posts on technology and productivity. We look forward to hearing from you!

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