In Cell K1 you can enter an income amount (if applicable).Any more than that and the charts can become difficult to read. The spreadsheet accommodates 10 categories.
Column J (aside from the first row which is reserved for income) is where you will set up your spending categories. You can check off the box for ‘Irregular’ and it will flow through to that category and bypass the default spending category. For example, you may have a one-time expense that throws off your budget for a spending category. Column C is optional and only necessary if you don’t want an expense item to go to its default category. This can just by copy and pasted from your bank or credit card statement downloads. Expenses should be positive and refunds are negative. Columns A & B are for the Vendor and Amount. On the Data tab, these are the following areas where you’ll enter in information: One is Data tab where you enter all your expenses, and one is the Summary tab that has charts where no data entry is required. There are just two tabs in the expense tracker template. No need for macros or even refreshing data. It makes copying and pasting expenses over simple, and you can quickly see reports that summarize your spending. Track expenses google sheets free#
Just clone my spreadsheet, then go to Extensions/App Script, then paste all of the scripts below and save.Want an easy way to track your expenses? In this post, I’ll show you how you can use my free expense tracking template, which is based in Google Sheets. The "Year" dropdown will increase by 1 automatically every year so don't worry if you see only 20 now.īelow is the scripts I created. Expense Categories: select a specific category to display it through 12 months.Month: to select the month for charts "Income/expense trends", "Expense by categories", and "Income by categories".There are 2 floating rows on top with 4 dropdown selections: Save button: save all and clear everything for new inputs.
You should wait until there is only one box is checked after changing the type of new transaction so that the Category dropbox can change. Category is a dropbox, double click to choose. Do not rename the "New Transaction" sheet as it relates to the scripts. There are two check boxes "Income" and "Expense", the script will automatically un-check the last one if both is checked. If you create your own scripts, you might (not sure about this) have to assign scripts to the Save and Clear buttons. DO NOT use my scripts directly as I may change it some day and it will effect your spreadsheet functioning. I use scripts to automatically add new transactions to other sheets, the scripts will be posted down below. Normally you just have to care about sheet "New Transaction", "CHARTS", and " Categories", DO NOT change anything in hidden sheets unless you know what you are doing. I hope this spreadsheet could make everything simpler for you to track your money daily. Some are too complex, some are too simple and/or ugly. I tried many spreadsheets but tbh none of it met what I wanted. 
I think it's quite good as I spent many hours on this project so here I want to share it with you guys. Hi guys, I've been working on this income/expense tracking spreadsheet for my gf with some basic functions.
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