Free expense tracker template for Excel and Google Sheets
Pick your categories and download a tracker with the monthly totals already set up. Open it in Excel or paste it into Google Sheets.
What the tracker holds
- One row per expense, under your own categories
- Totals that update as you type
- A monthly summary by category
- A mileage log, if you want one
Build your expense tracker
Build your template
Categories to include
Each one becomes a row on the summary tab and an option in the Category column.
16 of 16 categories selected
Extras
Download
What you get
| A | B | C | D | E | F | G | H | I | J | K | L | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Expenses | 2026 | ||||||||||
| 2 | Date | Employee | Merchant | Category | Description | Amount | Tax | Total | Payment method | Receipt attached | Reimbursable | Notes |
| 3 | ƒx | |||||||||||
| 4 | ƒx | |||||||||||
| 5 | ƒx | |||||||||||
| 6 | ƒx | |||||||||||
| 7 | ƒx | |||||||||||
| 8 | ƒx | |||||||||||
| 9 | ƒx | |||||||||||
| 10 | ƒx |
How to set up an expense tracker
A tracker only earns its keep if its categories match the ones your accountant uses and the totals update without you touching them. The four steps below give you a spreadsheet you can start typing into today, instead of one you still have to finish.
Pick your categories
Tick the categories you actually spend money on. Each one becomes a row on the summary tab and an option in the Category column. Nobody ends up inventing a new label halfway through the month.
Choose currency and year
The year sets the twelve monthly columns and the date ranges the summary formulas look for. Get it right here and the sheet works from January without any editing.
Add the extras you need
The mileage log adds a separate sheet for distance and rate. The monthly summary adds category totals for all twelve months, worked out by formula instead of typed in.
Download and start entering
Download the CSV for Excel, or copy the grid straight into a blank Google Sheet. The Total column and the summary are live formulas. They fill in as you add rows.
Frequently asked questions
Other free tools
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Stop typing receipts into a spreadsheet
A spreadsheet works until you're chasing people for receipts and retyping totals into your accounting software. Smartbills captures the receipt when you pay and files it under the right category for you.