Expense Tracker Excel
Monthly expense tracker with categories, payment methods, and summary dashboard.
Template Preview
| Date | Category | Description | Amount | Payment Method | Status |
|---|---|---|---|---|---|
| 2026-01-05 | Office Supplies | Printer ink | 120.00 | Cash | Approved |
| 2026-01-08 | Transportation | Client meeting taxi | 35.00 | Cash | Approved |
| 2026-01-12 | Meals | Team lunch | 85.00 | Cash | Pending |
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How to Use This Template
- 1Download the CSV file and open it in Excel or Google Sheets.
- 2Enter each expense with date, category, description, amount, and payment method.
- 3Use the Status column to track approved vs pending expenses.
- 4The summary section at the bottom auto-calculates totals by category.
FAQ
What format is the template?
The template downloads as a CSV file that opens in Excel, Google Sheets, or any spreadsheet app.
Can I track multiple categories?
Yes, the template includes a Category column with common expense categories pre-filled.
Does it include a summary?
Yes, the template includes a summary section at the bottom with total expenses by category.
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