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The title slide and first slides of the Expense Tracker template

Expense Tracker

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
3
Style
Modern
Difficulty
Beginner
Updated
November 6, 2026

Every slide (3)

Overview

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.

Useful for

  • Keeping track of everyday spending across cards, cash and wallets
  • Finding which categories take the biggest share of spending
  • Reviewing spending at the end of the month

What's included

  • 3 tabs: Dashboard, Log, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Log: a table
  • 1 chart that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Log tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Expense Tracker template free?

Yes. The template is free to copy. Make a copy in Google Sheets, or download the Excel file and use it as you like.

Does it work in Excel?

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.

Can I log refunds?

Yes. Enter a refund as a negative amount on the Log tab. It reduces the total for its category.

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