![]() Simultaneously, all the weekly category total expenses are linked to relevant cells. Let’s link the cell reference for week 1 for cell “C4”, you need to link it to cell “J16” of the Week 1 Tracker sheet, i.e., It is a Total expense of the home & utility category for week 1. You can create a table, category wise, where you need to link each cell to the weekly category total expense for each week. Once all the five weeks tracker is created, you need to create one more final sheet, i.e., EXPENSE_TRACKER it is an overall combination of all the 5 weeks’ expense tracker to analyze & sum up all the expenses & create a total monthly expense data. Similar steps are followed to create another 3 weeks tracker. In that Week 1 Tracker(1), you just need to update the heading of the week tracker name i.e. Now add the SUM function for each category & its description in a vertical & horizontal range from column C to column I cells. Total expense for each description in column J. The category section in column A, i.e., adds each category and its total expense.Įach description in column B and weekdays in a respective column, i.e., Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday in columns C, D, E, F, G, H, & I, respectively. Let’s create for week 1 with a day-wise breakup. If we create a monthly expense tracker, we must create day-wise for each week, i.e., 5 sheets for 5 weeks. Now, you can add these in Excel with each category separately & need to create a category-wise batch. Education – Online or offline course fees.A health club (Annual or monthly memberships & spending).Study Loan (Taken during graduation or postgraduation studies).Gifts are given on any wedding or other occasion.Investments & super contributions (Stock market or mutual funds).Paying off debt if you have taken from someone.Personal & life insurance (Monthly, Quarterly or Half-yearly or Yearly).You should know your monthly expenses or spending, categorized into various sections. If I want to create a family expense planner, the following criteria should be kept in mind while creating an expense tracker I can add the below-mentioned categories to create a template. You can download this Expense Tracker Excel Template here – Expense Tracker Excel Template It is an estimate or track of expenditure or expense for a particular set of time period. Goal Settings: We can set a short or long-term goal with expense planning (monthly, quarterly, half-yearly, or yearly).Variable Expenses: Groceries, Home & utilities, Personal, medical expenses & Entertainment fluctuate month on month & variation will be based on your spending. ![]()
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