Expense tracker excel template download how to#
Expense tracker excel template download series#
Expense tracker excel template download download#

I'd like the labels moved away from zero on the top chart, but I consider that defect less serious than the others. Option 6 is out since I don't like stacked bar charts. Option 5 uses too many dollar signs and ignores the roughly 8% of the male population that shows would not be able to distinguish the colors on the graph.

I can't vote for Option 3 since the numbers are left adjusted. Option 2 uses too many percent signs that make the numbers more difficult to read. Also, the decimal points don’t line up in the table. I think that the ability to handle multiple currencies is important, but I cannot vote for a dashboard that uses 3D pies, so that rules out Option 1. Please share your opinions and reviews using the comments section of this post. I have included 3 comments against each entry based on my understanding of the tracker. Please note that these files are copyrighted to original authors and you cannot use them for commercial purposes. ( find out more about the exact model and specs here )

Expense tracker excel template download series#

The winner (option getting maximum votes) will get Toshiba Mini 300 Series Netbook. Tell me which one you liked most by posting a comment with the option number.

Expense tracker excel template download download#

You can download the source workbooks and play with the trackers yourself. Click on the images to see them in bigger versions. Each entry includes a small image of the tracker along with few other thumbnails.

Expense tracker excel template download how to#

How to vote?Įach of the 7 entries start with a title including authors name.

Personally I have learned several useful formula and tracker related tricks from this. Thanks everyone for participating and making this a huge learning experience for you and I. I have received 7 excellent entries in this contest, each capable of making expense tracking a breeze while providing good analytics of the expense data to understand how you spend. So I asked you to prepare a personal expense tracker as part of our 10,000 RSS Subscriber Milestone contest. Savings: emergency fund, RRSPs, RESPs, TFSAs, seasonal expenses (e.g.Keeping track of your expenses is one of the fundamentals of living good life. 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 Health Care: medical premiums, life insurance, medication, eye care, dental, supplements, wellness costs 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 Household: furnace, water tank, roof and gutters, decor, upgrades, storage locker, gardening, cleaning services, outdoor equipment and maintenance 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.