
Annual Report
Docs + Word6 pages
Free
The Expense Tracker template is for logging everyday spending in one place. The Log tab holds each purchase with its date, category and payment method. The dashboard totals spending by category and by payment method, and shows the share of each category in a pie chart.
It comes with sample data. Make a copy, replace the sample rows with your own, and the formulas, dropdowns and charts update on their own.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Log tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. The template is free to copy. Make a copy in Google Sheets, or download the Excel file and use it as you like.
Yes. Download the .xlsx file from this page and open it in Excel. The formulas, dropdowns and chart work the same way as in Google Sheets.
Yes. Enter a refund as a negative amount on the Log tab. It reduces the total for its category.

Docs + Word6 pages
Free
Excel
Free
Sheets + Excel4 slides
FreeSheets + Excel3 slides
Free
Sheets + Excel3 slides
Free
Sheets + Excel3 slides
Free