Business TrackersFree with emailExcel workbook (.xlsx)
Excel Business Expense Tracker
A simple Excel workbook to record every business expense, set a monthly budget per category, and see what you spent against budget, plus a month-by-month total for the year.
Who it is for
Small business owners, freelancers and shop managers who want to see where the money goes without accounting software.
The problem it solves
Expenses are scattered across receipts, bank alerts and memory, so it is hard to see which costs are growing or whether the month is on budget.
What is inside
- One expense log with drop-down categories and payment methods
- A monthly budget for ten categories that you can rename
- Spent, left and percentage used for any month you choose
- Monthly totals for the whole year, with a chart
- Handles up to 1,000 expenses, plain formulas only, no macros
How to use it
- On the Setup sheet, rename the categories and enter a monthly budget for each.
- On the Expenses sheet, delete the sample rows (they are made up) and enter your own.
- On the Summary sheet, type the month you want as year-month (for example 2026-10) and the year.