Stop guessing where your money goes. This Expense Tracker template logs every purchase, tracks your budget by category, and shows your progress at a glance with color-coded bars that fill in as you spend, so you always know exactly where you stand.
What’s Inside
✔ Live Dashboard
KPI cards for total budget, total spent, remaining, and savings rate, plus a budget vs. actual chart, a spending by category breakdown, and a savings rate trend line, all updating automatically as you log expenses.
✔ Color-Coded Budget Tracker
Set a monthly budget per category and watch a progress bar grow and change color as you spend: green when you’re on track, amber as you approach the limit, and a clear “Over Budget” flag the moment you go over.
✔ Simple Expense Log
Log the date, category, description, payment method, and amount for every purchase. Category and payment method are both dropdowns, so entry stays fast and consistent, and refunds are handled automatically with a negative amount.
✔ Monthly Summary and Savings Rate
See income, total expenses, and savings side by side for every month, with the same color-coded progress bar showing whether your savings rate is where it should be.
✔ Fully Customizable Settings
Add your own categories or payment methods on the Settings tab and they show up in every dropdown automatically. Switch the Report Month to review any month without touching a formula.
Perfect For
Anyone who wants a clear, visual handle on monthly spending, from someone building their first real budget to a household or side hustle juggling several spending categories at once.
What You Get
- Editable Google Sheets file (recommended, works on any device)
- Excel (.xlsx) version included
- Instant digital download, no signup required
- Full instructions and color key built into the workbook
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