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#Personal daily expenses excel template Offline#
#Personal daily expenses excel template download#
#Personal daily expenses excel template free#

Similarly, the above step is followed for another category as well now, the Week 1 Tracker is ready. Now add SUM function for each category & its description in a vertical & horizontal range column C till column I cells.Īfter using the SUM formula, the result is shown below.

Total expense for each description in column J. Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday in column C, D, E, F, G, H, & I, respectively. adds each category and its total expense.Įach description in column B and weekdays in a respective column, i.e. Let’s create for week 1, with a day-wise breakup. If we are creating a monthly expense tracker, we need to create day-wise for each week, i.e. Now, you can add these in excel with each category separately & need to create a category wise batch.

#Personal daily expenses excel template Offline#

Education – Online or offline course fees.

A health club (Annual or monthly memberships & spendings).

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 or Quarterly or Half-yearly or Yearly).

You should know or be aware of your monthly expenses or spending, which is categorized into various sections. If I want to create a family expense planner, the following criteria are kept in mind while creating an expense tracker I can add the below-mentioned categories to create a template.

#Personal daily expenses excel template download#

Drop down menus are available for easy data entry in these fields (Type, Category, SubCategory, Account).Īfter you enter your transactions, the Transactions worksheet would look like this image below.You can download this Expense Tracker Excel Template here – Expense Tracker Excel Template.Examples of Transfers are Credit Card Payment (transfer from Bank account to Credit Card account) and ATM withdrawal (transfer from Bank account to Cash).‘Transfer’ type with positive amount for the account you are depositing the money into.‘Transfer’ type with negative amount from the account you are taking the money from.

Transfer: When money is transferred from one account to another, create two records.

If, a few days later, you returned the item to the store for some reason and get a refund, then you should enter the refund as a new Expense transaction with negative value.

Special case (Refund): If you purchased an item at a store, you would enter an Expense transaction with positive amount.

Income and Expense: By default, all the Income and Expense transactions should be entered as positive amounts.

How much am I saving every month? How does that add to my net balance?.

Am I spending more on any specific expense category over time?.

How are my expenses trending over time?.

Am I exceeding my monthly budget? If so, in which categories?.

On what items am I spending my money on?.

How much money is in my different bank accounts?.

Specifically, the template helps you in knowing the following: With simple data entry, the template provides you instant access to actionable information in a consumable form that can answer key questions regarding your personal financial situation. This Excel Budget template also helps you set budgets and see how you are actually doing against your budget.

#Personal daily expenses excel template free#

This is a simple free Personal Finance management excel template that focuses on making it easy for you to know what’s happening with your financial situation especially when you have multiple bank accounts, credit card accounts and cash. Personal Finance Manager 2021 (Free Excel Budget template)