Monthly Expenses Template
Track your monthly spending with this free Excel template. Organize expenses by category, see where your money goes, and stay on budget.
Download Free Template
Excel spreadsheet with auto-calculations, expense categories, and visual summaries.
Download Excel TemplateTemplate Features
12-Month Tracking
Full year view to track monthly expenses and see trends over time.
Category Breakdown
Pre-built categories: Housing, Transportation, Food, Utilities, Entertainment, and more.
Auto-Calculations
Formulas automatically sum totals by category and month.
Visual Charts
Built-in charts show expense breakdown by category.
Budget vs Actual
Compare planned budget against actual spending.
Google Sheets Compatible
Works in Excel or open in Google Sheets for cloud access.
How to Use
- Download the template and open in Excel or Google Sheets
- Enter your monthly income at the top
- Set budget amounts for each category
- Record expenses as they occur throughout the month
- Review the summary to see your financial position
- Use the charts to visualize spending patterns
Expense Categories Included
- Housing (rent/mortgage, utilities, repairs)
- Transportation (car payment, gas, insurance, maintenance)
- Food (groceries, dining out)
- Healthcare (insurance, medications, appointments)
- Utilities (electric, water, internet, phone)
- Entertainment (streaming, hobbies, events)
- Personal (clothing, grooming, subscriptions)
- Savings (emergency fund, investments)
Related Resources
- Google Sheets Expense Tracker - Free expense tracker for Google Sheets
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- HVAC Estimating Software - Estimate job costs for contractors