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Your step-by-step guide to creating an expense tracker in Excel Step 1: Create a new Excel workbook. Step 2: Set up columns. Step 3: Input initial data: expense categories, monthly budget, and actuals. Step 4: Add formulas to get a summary and totals.
Microsoft Excel has lots of free, customizable budget templates available to pick from, so youre certain to find one that works for you. Lets open the Excel expense template that I got from the Microsoft Create and dive into a few ways to customize it for my small business.
5 Best Free Excel Expense Spreadsheets Excel Expense Report Template by Smartsheet. Excel Travel Expense Tracker by SpreadsheetPoint. Vertex42 Expense Templates. Monthly Expense Tracker Excel template by Part Time Money. Shoeboxed, a receipt scanning service.
Free excel budgeting templates for 2025 Expense tracker by Sheetgo. Monthly Budget Planner by Money Under 30. Student Budget template by Microsoft. Household Expense Budget by Smartsheet. Zero-based Budget Spreadsheet by Smartsheet. Money Manager template by Smartsheet. Small business budget template by Capterra.
To enter your expenses in your Excel budgeting template, go to the Expenses sheet. Here, youll see a table with categories such as Rent/Mortgage, Utilities, Food, and so on. Again, just enter the appropriate amount for each category and add new expenses as needed.
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