Expense Tracker Template
Spreadsheet
Drop-down categories and payment methods
Tax and totals calculated per line
Summary: budget vs. actual by category and month
Supports:
Description
A continuous expense tracker for people and small teams who want to know where the money goes all year, not just at claim time. The Expenses sheet logs each cost with date, vendor, category, payment method, project, gross amount, tax rate, and the tax and total amounts calculated for you — with drop-down lists for categories and payment methods so entries stay consistent.
The Summary sheet turns the log into answers: total expenses by category against an annual budget, variance per category, and a month-by-month trend. An Instructions sheet and editable data lists are included.
Download it, open it in MobiOffice, Microsoft 365, or other compatible spreadsheet apps, and start logging. The summary gets more valuable with every month of data.
