![]() The Expense Tracker is a cheap and efficient alternative to buying expensive personal finance software. The goal of this Personal Expense Tracker is to save you money when it comes to unnecessary shopping, and keep track of all the important things in your life. This template will allow you to keep track of these habits in a fun and efficient way. Bad buying habits can become a problem in the long run. Keeping track of your day-to-day expenditures will alert you to how much you’re spending, and if these things are necessary. Best Uses for Excel Personal Expense Tracker Premium features cost far more than other expense tracker. The app creates a new trip if you’ve stopped for 10 minutes. From here, you can print out your sheet for the week or keep everything on your computer, whatever works best for you. Export mileage and expense reports in PDF, CSV, or Excel formats. Then choose and assessable place on your computer, like your “Desktop” and rename it something that you can identify. Once you have made the appropriate changes to the document, click File in The top left corner of the excel document and select “Save As”. The total amount spent on each day for the categories are highlighted in green, making it easy to see where your money is going. The day of the week and month are conveniently listed out at the top of each section, you only need to choose what day it is, and put how much you spent in each category. You can customize the template to fit your life, but it has all the essentials included. In order to keep track of the chaos of everyday life and your expenses through it all, simply start by clicking on the tab of the month you wish to begin, and start inputting your expense for the day. By keeping track of these day-to-day expenses, you can get a better understanding of your expenses. It can be hard to remember the various expenses in your life, maybe it was buying some ice cream here and a movie there, but it can add up pretty quickly. Savings: emergency fund, RRSPs, RESPs, TFSAs, seasonal expenses (e.g.Whether you’re a college student saving pennies to afford school or someone that takes care of their own family and household, keeping track of personal finances is an important habit to cultivate. Personal: tobacco, alcohol, books, music, clothing and shoes, donations, subscriptionsĮating Out: meals, snacks, take-out, beverages (coffee, tea, juice, soft drinks)Įntertainment: recreation, sports equipment and fees, movies, concerts, hobbies, gamingĬhild: daycare, lessons and activities, allowance, school supplies and fees, babysitting, programs, tutorsĭebt Payments: credit cards, loans, leases, support payments, government debts, personal debt Fully customizable income, expenses, and savings categories. Health Care: medical premiums, life insurance, medication, eye care, dental, supplements, wellness costs The final Ultimate Excel Personal Budget has the following main features: Budget Planning. Transportation: fuel, auto insurance, transit, parking, taxi, rentals, car sharing, tolls Living: personal care, bank fees, salon and spa services, dry cleaning, pet costs, memberships (fitness, clubs, associations) Groceries: food, baby needs, household supplies, toiletries Excel format provides customizable and expandable budgeting workbook. Or add a partner to manage household budgets. This simple workbook includes sheets for tracking expenses, income, and cash flow. Household: furnace, water tank, roof and gutters, decor, upgrades, storage locker, gardening, cleaning services, outdoor equipment and maintenance Track your finances with this free, easy-to-use personal budget template for Excel. Utilities: phone/cell, cable/internet, gas, hydro, security Housing: mortgage, rent, strata fees, house insurance, property taxes View a sample of a completed tracker (from the previous version of our Monthly Expenses Tracker).Įxpense Categories – Know Where Your Money is Going ![]() This becomes the cash balance for the next week. If there’s a surplus, you should have money in your wallet or bank account. Total all columns and subtract actual expenses from actual income.On these pages, keep track of seasonal expenses rather than recording on your weekly pages. You also need to record weekly savings amounts on pages 14 – 15 of the Expense Tracker.You may want to track coffees, dining out, or fuel separately. You can then use the blank columns to create your own categories. ![]() List the dates down the left side and record actual money spent each day.You should also list any income you may expect to receive during each week. Record cash balances on hand or in your bank account.For example, a 7 day tracking period would be March 30th to April 5th. For each week, record dates you are tracking.The expense categories listed further below and on page 1 of the Expense Tracker will help you decide which expenses to record where.Open a copy of our Monthly Expense Tracker. ![]()
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