We offer an Excel template for family budget and spending tracking. Most common actions are automated with Excel macros. Google Form is linked to this Excel for on-the-go expense entry.
- I don’t keep receipts (unless I have to submit for reimbursement).
- I have not missed a single transaction in 15 years.
- I open Excel only once a week. Sometimes once a month.
I know everything I want to know about my spending habits, my income, money for my big goals, how much and when I can invest. When I want to know more – I just build a new pivot table or graph. Because all of my financial data is in Excel. 😊
Choose from 4 ways to enter transactions in Excel:
- Google Form app – designed for transaction entry on a phone screen
- Bank statement import
- Subscriptions – Auto-generated transactions. It also creates cash forecast
- Manual entry with buttons that automatically copy formulas
Main features:
- Daily spending tracking and Investments
- Family Budget
- Matrix view
- One-click Filtering
- Cloud and local
If you track small business expenses – you can use 2 separate Excel files with 2 different Google Forms for each. Or you can create a copy of the Transactions sheet inside single Excel file.
Excel gives you freedom to do whatever you want with it. You can easily add a column or two, change your budget categories, mass update data, etc. But Excel has its downsides too. We are on a mission to solve this.
You need Microsoft Excel for Windows or Mac to use this template. This template uses macros for automations. At the moment macros are not supported on Excel for iPhone/iPad or Android. So it has to be Excel for Windows or Mac.
And yes. This template is free for personal use. No ads, no trial versions. If you like it and you want to say Thank You – please send me an e-mail at support @ moneyble.com.