Monthly Expenses Tracker
Excel budget planner with automatic charts, paid/unpaid tracking and annual summaries. Works in any currency.
A simple Excel expense tracker designed to help you monitor spending, manage monthly budgets and stay on top of your personal finances.
£2.99 June 2026 sale price : £0.74!!!
Buy on EtsyTrack Monthly Expenses with an Easy-to-Use Excel Spreadsheet
Introductory price for June only!!!
Take control of your monthly finances with this beautifully designed Excel tracker — automatic charts, instant paid/unpaid tracking, and a full annual summary. Works in any currency. Instant download.
Compatible with Microsoft Excel 2016 and later including Microsoft 365.
WHAT YOU GET
A complete 12-month expenses tracking workbook including:
- 12 monthly worksheets — one for each month of the year
- Automatic pie chart showing your top expenses each month
- Annual summary with a full-year spending chart
- Welcome sheet with quick start guide
- Works in any currency — simply select your symbol on setup
KEY FEATURES
- Track up to 25 expenses per month
- Instantly see Total, Paid and Unpaid amounts at a glance
- Colour coded rows — green for paid, amber for unpaid, red for missing information
- Dynamic pie chart updates automatically as you enter data
- Annual summary tracks your spending across all 12 months
- Suggested expense categories included for easy setup
- Simple dropdown to mark expenses as Paid or Unpaid
- No formulas to learn — just open and start entering your expenses
HOW IT WORKS
- Download the file instantly after purchase
- Open in Microsoft Excel
- Select your currency on the Welcome sheet
- Click your current month tab and start entering expenses
- Watch your charts and totals update automatically
QUESTIONS OR FEEDBACK?
Contact us at info@peskypenguin.uk — we're happy to help!
Frequently Asked Questions
Do I need Microsoft Excel?
Yes — this spreadsheet is designed primarily for Excel.
Is this UK focused?
This product is globally focused. Amounts tracked are expected to have up to two decimal places.
Does it work with Microsoft 365?
Yes, It works with Excel 2016 onwards and 365.
How many currencies are supported?
The tracker includes 23 currencies including GBP, USD and EUR. Simply choose your preferred currency on the Welcome sheet.
Is this a one-time purchase?
Yes, the list price is a one-off fee. No additional purchases are needed.