Household Expenses Tracker
- Version
- 24'975 Downloads
- 66 KB File Size
- January 4, 2022 Updated
- 16 Number of comments
- Rating
This is basically just a strip version of my household budget spreadsheet where it is only can be used to track and record your expenses without budget consideration. It consist of three worksheets, category worksheet, daily income and expenses worksheet and monthly expenses worksheet.
You can start to customize your spreadsheet by going to category worksheet and define your categories. Define your group category first, followed by subcategory and category. You can simplify the written category if you fill those categories are too detail, or you can customize based on your criteria. You don't have to create all the categories in the beginning, since probably you can't remember all. You can customize again while you recording your expenses and find there is no suitable category for that expenses.
After customizing the category worksheet, you can start tracking your daily expenses in the daily income and expenses worksheet. Just type your expenses row by row and let the excel formula do the rest of tracking process. Even though I put the title "expenses" in the expenses column, you can put your income and select the appropriate category to record your income. This is useful if you want to compare your income to your total expenses. I provide also a credit card box that will help you summarize your credit card usage within a month.
The third worksheet is the monthly expenses worksheet that will summarize all your expenses monthly. And you can compare your expenses with your income in this worksheet also, so you will see the profile of your household financial situation monthly.
Hi there!
Awesome spreadsheet!
I would like to chat with you further about a possible opportunity to build a spreadsheet to fill a need that has not been met in the financial services arena.
In the meantime, is there a way to copy in a download from my bank website. I tried it but it did not register on the “monthly expenses” sheet.
Thanks kindly,
Leslie
Hello,
thank you for all these wonderful spreadsheets and incredible time savers. I just started to use it after I tailored it to my needs, entered test amounts for each category and all transferred into the monthly sheet until I copied some online transactions from a csv spreadsheet. They will not transfer/add up into the monthly sheet at all. only those I enter manually will transfer. All I copied from the cvs sheet was the column of dates, trans action description and amounts, each separately. Can you tell me please what I am doing wrong? Thanks much.
very nice template , it very helpful in maintaing the expenses, iam realy thank-ful for this template.
Thank you for making this template. It is easy enough for me to figure out, and it keeps a balance for me. It is exactly what I needed. Everything else is just way too complicated to use. This is perfect! — Thank you!
i must be stupid, but the monies i put in the tracker portion did not tranpose over to the monthly totals AT ALL. Did not even add up the credit card totals
Maybe you should fix or if I got it wrong put in instructs. I thought if I put the information in it would at least add up and transpose
garbage!
I am need of financial aid for paying my rent and house whole.I am not going to school or start a business I just need help with house whole needs.—-HELP!
Thanks for posting this excel sheet. I am seeing some issue with this. Living Expenses – Needs – Clothes is added twice. If I add any amount to this category, it is getting reflected twice in Monthly expenses (sheet 3). If possible upload the revised one
(Edit)
Nevermind, you set it in “Data Validation”.
Thanks
”
Firt of all, thank you for this great tool.
You have a list with payment options (Credit card, Cash…) how can i edit this list?
Thanks.
“
Firt of all, thank you for this great tool.
You have a list with payment options (Credit card, Cash…) how can i edit this list?
Thanks.
Dear Sir,
I was very surprised to see your templates -chapeau!_ they are very good and looks also nice.My question; can you make a year cost template in months above and the possibility to insert on the left for eg 75 numberplates of trailers and on the bottom the monthly costs total for each trailer? Lets say a kind of maintenance planning.
I am looking forwart your answer.
With kind regards Hans van der Heijden -NL
Dear All
Can some help me creating daily / monthly housrhold spreadsheet.
Best Regards
Amol
if i already finish for that yr and i want to continue for the nxt yr? wat should i do?
I have not taken excel training – but I came across this template and I think I can manipulate it w/o training. All I have to do is download the budget template or family budget template – enter my groups – then enter my bills? I think I understand that the formulas are already embedded and will substract/add for me – correct?
Can I use this same excel sheet for a grocery list? I know the approx costs of items – I just want to be able to come up with a list and if I have gone over my budget – just delete the food item… The budget format is WONDERFUL – Thanks – but I can I use it for a shopping list – if so – Super Wonderful. I agree- Thanks for sharing
I was just about to develop a very simple expenses sheet, but this is awesome. Thanks for sharing 🙂
Thanks a Lot…. I downloaded some of your excel spread sheets and will start using them. Mike
Nice, but a shame you can’t easily add missing categories. Or you can, but it only registers in the list if you add it to the bottom of the Category, so it is not useful. I’m also surprised that rental income is missing as an Income category, but this spreadsheet won’t allow it being added (or at least my skills in use of Lists in Excel won’t allow me to)