Please note that this is not an Excel file and will not be saved on your PC. As said above, categories are the best way to group similar types of expenses. The categories will automatically appear in the drop-down menu, so you can choose one from the one you already wrote in the budget tab. As the best practice, write the sequence number, date, brief description, and amount. ![]() Below is the image of the month of January as an example. Once you have decided on your categories and estimated monthly spending, you can start recording your actual expenses in each month tab. Therefore, to gain the most out of the tracker, estimate the amount you expect to spend on each category each month. ![]() An expense tracker becomes more valuable if it can tell you if you are over or under-spend than expected. However, you can use or amend it.Ĭonsider the amount you are expected to spend in each category. I have included a few categories to start with. Type your desired categories in the budget tab. Click "Make a Copy", and your blank template will be available.Ĭategories are a great way of grouping similar types of expenses. The tracker automatically builds various types of analysis to give you meaningful insights into your spending.ĭetailed instruction is attached in PDF with a link to Google Sheets. ![]() Once budgets are done, you can start recording daily expenses. Once you decide on your categories, the next step is to try and develop an expected monthly budget you think you will spend on those categories. The tracker first asks you to think about your most used categories of expenses such as groceries, house-related, health etc. The aim is to help you track your expenses and to find areas of your cash spill. The expense tracker helps you record your daily expenses in a pre-organised monthly sheet. Weighted average cost of capital (wacc).International financial reporting standards (ifrs).
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