Simple personal expense tracker excel template update#
Simple personal expense tracker excel template software#
Simple personal expense tracker excel template free#

Simple personal expense tracker excel template software#

Keep in mind that spreadsheets allow you to make more mistakes than software like Quicken, because spreadsheets use formulas and calculations that you may mess up by accident.

Simple personal expense tracker excel template free#

If you want to use a free spreadsheet with the ability to enter transactions in account registers like you do in Quicken, you can try the Money Management Template. Quicken was my personal tool of choice when it comes to personal money management (before they switched to a subscription fee). It's mainly for people who don't already use Quicken (you can generate a report like this from Quicken very easily via the Reports menu).Īlthough there are some really cool things that can be done with Excel to make this worksheet more useful, I have intentionally kept this template simple.

It includes a fairly comprehensive set of expense categories and was designed to be easy to understand and simple to customize. If all three conditions are met, the value is included in the sum in the cell containing the formula.This worksheet was created to be used as an educational resource for personal finance classes.

January 1 of the year after the year in A1 of 'this table' (Summary)Įxpenses::B,A3 the category in column B must match the category in January 1 of the year in A1 of 'this table' (Summary)Įxpenses::A,'<'&DATE(A$1+1,1,1), the date in column A of Expenses must be before Summary-1::C2: IF(LEN(A2)='&DATE(A$1,1,1),Expenses::A,'='&DATE(A$1,1,1), the date in column A of Expenses must be on or after In the simpler case above, where all transactions are in the same year, the formula is concerned only with totals for each category. Here's are two small examples illustrating each case. If the document contains transactions during a period of more than a year, you'll need to turn to SUMIFS. If your document lists transactions during a single year, you'll be able to get the totals you want using SUMIF. At the end of the year it will contain the summary that you want.

Simple personal expense tracker excel template update#

The Summary by Category table on the first sheet will then update automatically. Whenever you enter a new transaction just choose the category you want from the Pop-Up Menu in column C on that line. Now the Pop-Up Menu with your new categories will be in each cell in that column.

Then select all the cells below C2 in column C and type command-v to paste. Now, with C2 still selected, type command-c to copy it. That sets the Pop-Up Menu to a blank for C2. Then with cell C2 selected choose the blank at the bottom of the list. You do that in the panel at the right, as shown in the screenshot. To do this first change the Pop-Up Menu choices in cell C2 only. The spelling has to be the same in both places. Then in column C of the Transactions table on the second sheet change the items in the Pop-Up Menu to match the categories you have entered in column A of the Summary by Category table on the first sheet. In the Category column of the Summary by Category table on the first sheet simply replace the existing categories with the categories that you need to track. It will take you just a few minutes to customize it for categories that match what you need for your year-end report. You enter the transactions in the Transactions table and the expenses are summarized by category on the first sheet.

If you aren't that familiar with Numbers and don't want to reinvent the wheel then I highly recommend that you have a look at the 'Personal Budget' template at File > New in your menu.