It could be through cash, checks, credit/debit cards, or other payment options.įor each expense listed, enter its corresponding amount on the same row. Under the designated section, indicate the payment method used in paying every expense listed. Use the description column for any additional information you want to add for each expense. Under the category column, list down all expenses you have spent daily, e.g., home expenses (i.e., groceries, meals, or others), transportation expenses, recreation & entertainment, etc. It allows you to categorize your expenses, add its description, indicate the payment method used, and enter each expense’s specific amount.įor more details on how to use this expense tracker, see instructions below.Ĭategorize your expenses and add its description (if preferred). This daily spending tracker in excel is highly recommended to help you set limits to your spending habits and become more financially aware.
By doing so, you can closely monitor what expenses you’re spending your money on, how much you’re spending, and whether or not you have exceeded your budget. Source = Excel.CurrentWorkbook()),ĮxpandDates = Table.ExpandListColumn(RemoveUnusedColumns, "Date"),ĬhangeFiledsType = Table.There are quite a number of reasons why tracking your expenses on a daily basis is advantageous for you. remove all columns except Dates and Daily Expenses create new column with list of dates between Start and End and expand it into the rows add new column which calculate daily expenses based on Amount and number of days between Start and End
Let convert your expenses range into the table (stay on any cell within and Ctrl+T) and name it Expenses.Īfter that query it (Data->From Table/Range) and generate few steps Here are the steps (I assume you need total expenses, not by category). However, if you have Excel 2010 or above easier to do that with Power Query (Get&Transform in 2016). To make such analysis in any case you shall add the timeline over all periods (in months, quarters, years, whatever), calculate your total expenses on each such calendar period and build a summary on it as a chart and/or pivot table.Įxamples how to do that with formulas are here
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