Caleb's Templates

Spending Tracker

Log each purchase with a category, then see where the money goes by category and month, your top spending categories and a chart. No bank logins.

  • See where your money goes
  • Spending by category and month
  • Your top 5 categories
$4.00
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Spending Tracker in Google Sheets on a laptop, shown with sample data

What's inside

  • Start HereYour welcome page: a 3-step setup checklist, how the tabs fit together, a guide to every tab with clickable links, and the color legend.
  • SpendingPick a year and see your spending by category and month, with group totals, a year total for each category, your top 5 categories and a chart of spending by month.
  • TransactionsEvery purchase and every bit of income, each with a date, category, amount and type. A Check column says what is missing.
  • SettingsSet up once: your household name and your category list with each category's group (Needs, Wants, Savings or Debt).

A closer look

Every category, every month: Spending by category and month for any year, with group totals. (Spending Tracker, sample data)
Your top 5 categories: The categories that took the most of your money this year. (Spending Tracker, sample data)
Log a purchase in seconds: Pick a category and a type; the Check column says what is missing. (Spending Tracker, sample data)
Your own categories: 24 starter categories in four groups: rename them or add your own. (Spending Tracker, sample data)
The year at a glance: Pick any year: the tiles, the chart and the category grid follow. (Spending Tracker, sample data)

Screenshots show the Sample copy with made-up data.

Get set up in minutes

  1. Open your copy's Start Here tab.
  2. Settings: check your household name and your categories.
  3. Transactions: log each purchase with a category.
  4. Spending: pick a year and see where the money went.

Good to know

  • Google Sheets: you need a free Google account. This isn't an Excel file.
  • Works in any browser on a computer, tablet or phone. Setup is easiest on a computer.
  • Nothing to install: no add-ons, no scripts.
  • You get a ready-to-use copy plus a Sample copy filled with example data, and a step-by-step PDF guide.
How Spending Tracker fits together

Ready when you are

$4.00
Buy on Etsy

Instant download on Etsy. Checkout on this site is coming soon.

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