Annual Expense Tracker - Excel Spreadsheet

Product Description

This spreadsheet will reveal exactly how your money is being spent throughout the year! Somehow expenses just add up and it can be hard at times to understand where the money goes. This tool solves that problem by categorizing all your expenditures and showing you exactly how your spending is distributed for every month of the year. Plus, you'll get a summary of your annual expense for each spending category and graphs showing the month-to-month variation in your spending. Understanding your expenses is crucial when trying to trim your budget. This spreadsheet is perfect for families and households, college students, young professionals, and retirees! This expense tracker is very simple to use:

• Start by creating up to 25 custom categories for your typical expenditures 
• For every month of the year, record your daily expenses and label them under one of the spending categories you created
• The tool will do all the remaining hard work and calculations for you:
• Adds up the amount spent in each category and calculates the total amount you've spent in each month
• Shows you a pie chart of how your expenses are distributed among the various categories
• Creates an annual summary showing your expenditure for the year as a whole and how its broken down between spending categories

Only basic spreadsheet knowledge is required because the tool is already programmed to do all the calculations and hard work for you! The spreadsheet even comes equipped with instructions for you.

Technical Specifications

The file is an .xlsx file and is designed to be opened with Excel. The file is an Excel spreadsheet with the following tabs:

• "Set Your Categories"
• 12 monthly tabs
• "Annual Summary"
• "Instructions"

This spreadsheet works in both Microsoft Windows and Mac.