Basic Budget Tracker

The Basic Budget Tracker allows you to track a monthly personal budget and expenses over a 12-month period.

Instructions

1. Input the current year in cell C4.  This will populate the correct month/year throughout the spreadsheet.
2. Input your desired expense categories for tracking in rows 24 through 43 in column B.  By default, up to 20 individual expense categories are supported.  However, additional rows may be added if needed.
3. Input the monthly budget for each expense category in column C.
4. The spreadsheet contains charts detailing the composition of your monthly budget, as well as actual expenses compared to budget.
5. Actual expenses are captured from the supporting ‘Expense Log’ sheet in columns D through O.  Cells within the current month are highlighted in yellow.
6. Use the ‘Expense Log’ sheet to input actual expenses incurred each month.  Inputs include the date, description, category, and amount.  The category in column C includes a drop down based on the expense categories identified in the ‘Budget Summary’ sheet.  The sheet includes support for up to 750 expense items by default but additional rows can be added.

File Format: .xlsx
Compatibility: Excel 2010 or Newer