Excel Templates | Excel Spreadsheets | Household Expenses



Household Expenses

Posted on October 27, 2009
Filed Under Finance | 21 Comments

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This is basically just a strip version of my household budget spreadsheet where it is only can be used to track and record your expenses without budget consideration. It consist of three worksheets, category worksheet, daily income and expenses worksheet and monthly expenses worksheet.

Household Expenses

You can start to customize your spreadsheet by going to category worksheet and define your categories. Define your group category first, followed by subcategory and category. You can simplify the written category if you fill those categories are too detail, or you can customize based on your criteria. You don’t have to create all the categories in the beginning, since probably you can’t remember all. You can customize again while you recording your expenses and find there is no suitable category for that expenses.

Household Expenses Setup

After customizing the category worksheet, you can start tracking your daily expenses in the daily income and expenses worksheet. Just type your expenses row by row and let the excel formula do the rest of tracking process. Eventhough I put the title “expenses” in the expenses column, you can put your income and select the appropriate category to record your income. This is useful if you want to compare your income to your total expenses. I provide also a credit card box that will help you summarize your credit card usage within a month.

Household Expenses Tracker

The third worksheet is the monthly expenses worksheet that will summarize all your expenses monthly. And you can compare your expenses with your income in this worksheet also, so you will see the profile of your household financial situation monthly.

You can download the file here.



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Comments

21 Responses to “Household Expenses”

  1. Mike Toole on December 4th, 2009 1:44 pm

    Thanks a Lot…. I downloaded some of your excel spread sheets and will start using them. Mike

  2. Makki on February 25th, 2010 8:59 am

    I was just about to develop a very simple expenses sheet, but this is awesome. Thanks for sharing :)

  3. AllyT. on March 1st, 2010 4:36 pm

    I have not taken excel training – but I came across this template and I think I can manipulate it w/o training. All I have to do is download the budget template or family budget template – enter my groups – then enter my bills? I think I understand that the formulas are already embedded and will substract/add for me – correct?
    Can I use this same excel sheet for a grocery list? I know the approx costs of items – I just want to be able to come up with a list and if I have gone over my budget – just delete the food item… The budget format is WONDERFUL – Thanks – but I can I use it for a shopping list – if so – Super Wonderful. I agree- Thanks for sharing

  4. LIN on June 10th, 2010 8:16 am

    if i already finish for that yr and i want to continue for the nxt yr? wat should i do?

  5. Amolesh on September 15th, 2010 6:02 am

    Dear All

    Can some help me creating daily / monthly housrhold spreadsheet.

    Best Regards
    Amol

  6. Hans van der Heijden on November 3rd, 2010 9:08 pm

    Dear Sir,

    I was very surprised to see your templates -chapeau!_ they are very good and looks also nice.My question; can you make a year cost template in months above and the possibility to insert on the left for eg 75 numberplates of trailers and on the bottom the monthly costs total for each trailer? Lets say a kind of maintenance planning.
    I am looking forwart your answer.
    With kind regards Hans van der Heijden -NL

  7. Jorge on November 22nd, 2010 11:12 am

    Firt of all, thank you for this great tool.

    You have a list with payment options (Credit card, Cash…) how can i edit this list?

    Thanks.

  8. Jorge on November 22nd, 2010 11:32 am

    (Edit)

    Nevermind, you set it in “Data Validation”.
    Thanks

    ”
    Firt of all, thank you for this great tool.

    You have a list with payment options (Credit card, Cash…) how can i edit this list?

    Thanks.
    “

  9. Julian Goffinet on November 30th, 2010 11:54 am

    Of course, what a splendid blog and revealing posts, I surely will bookmark your website.Have an awsome day!

  10. Genny Jamesson on November 30th, 2010 5:06 pm

    I am always invstigating online for articles that can assist me. Thank you!

  11. Tapan Mishra on January 9th, 2011 1:04 am

    Thank u very much. It’s exactly what i was looking for. Awesome blog. god bless u :)

  12. SREEKANTH on March 9th, 2011 7:15 pm

    Thanks for posting this excel sheet. I am seeing some issue with this. Living Expenses – Needs – Clothes is added twice. If I add any amount to this category, it is getting reflected twice in Monthly expenses (sheet 3). If possible upload the revised one

  13. terry free on August 20th, 2011 2:42 pm

    I am need of financial aid for paying my rent and house whole.I am not going to school or start a business I just need help with house whole needs.—-HELP!

  14. the pilatesbiz on February 8th, 2012 3:10 pm

    Thankfully something worth reading on the web. Good articles are harder and harder to find these days.

  15. mmitzi on March 4th, 2012 7:09 am

    i must be stupid, but the monies i put in the tracker portion did not tranpose over to the monthly totals AT ALL. Did not even add up the credit card totals
    Maybe you should fix or if I got it wrong put in instructs. I thought if I put the information in it would at least add up and transpose
    garbage!

  16. news on May 28th, 2012 1:31 pm

    Just to let you know your web site looks a little bit unusual on Safari on my netbook using Linux .

  17. Starg8t on August 22nd, 2012 3:47 pm

    Thank you for making this template. It is easy enough for me to figure out, and it keeps a balance for me. It is exactly what I needed. Everything else is just way too complicated to use. This is perfect! — Thank you!

  18. Hamayoun Khan on September 5th, 2012 4:59 am

    Thank you for making such superb template. This is perfect! Thank you again

  19. NIKE AIR MAX on December 3rd, 2012 5:39 am

    Hi! Someone in my Facebook group shared this website
    with us so I came to take a look. I’m definitely loving the information. I’m bookmarking and will be
    tweeting this to my followers! Superb blog and excellent style and design.

  20. dcruz.letap on January 24th, 2013 11:09 pm

    very nice template , it very helpful in maintaing the expenses, iam realy thank-ful for this template.

  21. Gabi on January 29th, 2013 9:22 pm

    Hello,
    thank you for all these wonderful spreadsheets and incredible time savers. I just started to use it after I tailored it to my needs, entered test amounts for each category and all transferred into the monthly sheet until I copied some online transactions from a csv spreadsheet. They will not transfer/add up into the monthly sheet at all. only those I enter manually will transfer. All I copied from the cvs sheet was the column of dates, trans action description and amounts, each separately. Can you tell me please what I am doing wrong? Thanks much.

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