Build an Excel expense tracker
Design a spreadsheet that records, categorises and summarises expenses so someone can see where money is going each month.
- Expected deliverable
- A working expense tracker workbook with a monthly summary sheet.
- Starting resources
- Excel or Google Sheets · A month of sample transactions
7 suggested tasks
- Decide who the tracker is for and what they need to see
- Define expense categories
- Build the transaction input sheet
- Add category and monthly summary formulas
- Create a simple chart of spending by category
- Test with a month of real or sample data
- Ask two people to try it and note what confuses them
