Expense Tracker Template
Log every transaction with type and category; income, expenses, and net totals update automatically with SUMIF formulas as you type.
Preview
The workbook ships with the example values below plus blank rows — every total is a live formula.
| Date | Type | Category | Description | Amount |
|---|---|---|---|---|
| 2026-03-01 | Income | Salary | March paycheck | $4,200.00 |
| 2026-03-03 | Expense | Groceries | Weekly groceries | $118.40 |
| 2026-03-04 | Expense | Transportation | Gas | $44.00 |
| 2026-03-08 | Expense | Dining & Restaurants | Anniversary dinner | $86.20 |
| 2026-03-15 | Income | Freelance | Logo project | $450.00 |
| 2026-03-22 | Expense | Utilities | Electricity | $96.10 |
| Total income | $4,650.00 | |||
| Total expenses | $344.70 | |||
| Net | $4,305.30 |
How to use it
- Add one row per transaction: date, type (Income or Expense — capital first letter), category, description, amount.
- The summary block totals income and expenses with SUMIF over the Type column, and computes the net.
- Blank pre-formatted rows are ready below the examples — keep typing inside the table so the SUMIF range still covers you.
- For tracking on your phone instead, the online Expense Tracker on this site stores the same data privately in your browser.
Related online calculators
Free for personal use. The file contains no macros — just data, formatting, and standard spreadsheet formulas that work in Excel, Google Sheets, and LibreOffice.