Expense Tracker Pro
Advanced expense tracking with 200 entries, budget vs actual variance analysis, 12-month spending overview, and spending trend rankings by category and payment method.
Free vs Pro
- Log up to 50 expenses with category and payment method dropdowns
- Dashboard with spending overview and category breakdown
- Monthly summary by category with totals and percentages
- Works in Excel and Google Sheets
- Log up to 200 expenses per month with date, description, category (13 options), amount, payment method, and notes
- Dashboard with 6 KPI cards: total spent, daily average, largest expense, budget remaining, transaction count, and top category
- Budget vs Actual variance analysis - set monthly budget targets per category and track over/under spending with color-coded results
- 12-month spending overview grid showing spending by category across all 12 months with annual totals and monthly averages
- Spending Trends sheet ranking categories by total spending and breaking down payment methods with transaction counts
- Monthly Summary with auto-calculated category totals, transaction counts, average per transaction, and percent of total
- Category and payment method dropdowns on every row for consistent data entry
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no macros required
Preview
See what's inside this template
How to Use This Template
Log your expenses
Go to the Expense Log and enter each transaction with date, description, category (dropdown), amount, payment method (dropdown), and notes.
Set your budget targets
In the Budget vs Actual sheet, enter your monthly budget for each category. Actual spending calculates automatically from the Expense Log.
Track the full year
Enter monthly totals in the 12-Month Overview to see annual patterns, totals, and averages across all categories.
Review trends and insights
Check the Dashboard for KPIs, the Spending Trends sheet for category rankings, and the Monthly Summary for detailed breakdowns.
Built by Claude AI. Perfected by us.
We use Claude AI to draft each Pro template after deep research. Then our team steps in - refining the layout, stress-testing every formula, fixing edge cases, and polishing the design. The AI gets us 80% there. The last 20% is all human judgment.
One-time purchase. No subscription. Works in Excel & Google Sheets.
Frequently Asked Questions
How many expenses can I track?
The Pro version supports 200 entries per month - 4 times the free version. Each row has dropdown menus for category and payment method.
How does the budget vs actual work?
Set your monthly budget target for each of 13 spending categories. Actual spending pulls automatically from the Expense Log. The variance column shows over/under budget with red (over) and green (under) color coding.
What does the 12-month overview show?
A grid of 13 categories across 12 months. Enter monthly spending to see annual totals and monthly averages. Useful for identifying seasonal spending patterns.
What categories are included?
Housing, Food and Dining, Transportation, Utilities, Entertainment, Shopping, Health, Personal, Subscriptions, Insurance, Education, Savings, and Other - covering all common expense types.
Can I customize the categories?
The category list is pre-set for consistency with the dropdown menus. You can use the Other category for anything that does not fit the standard categories.
What do I get after purchase?
You receive an Excel file (.xlsx) that works in Microsoft Excel, Google Sheets, and LibreOffice Calc. Download it immediately after purchase - no signup or account required.
Is there a free version?
Yes. The free version of this template is available with basic features. The Pro version adds advanced analysis, more capacity, and additional sheets.
What if it does not work for me?
Contact us and we will help troubleshoot. The template works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no macros required.
Looking for more Pro templates?
We offer Pro versions of our most popular spreadsheet templates with advanced features, more capacity, and deeper analysis.