EXPENSE TRACKER FOR EXCEL®
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NEWSLETTER
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Get timely business and personal finance management information that will assist you in achieving each of your financial goals.
Financial freedom has nothing to do with how much money you earn. It comes from effectively managing the money you have.
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Section 1 - Expense Tracker
What is Expense Tracker?
Expense Tracker is a convenient way to track personal, business and/or household expenses. Use Expense Tracker to view your expenditures by week or month and see not only expense amounts, but the percentage of each expenditure in relation to all of your expenses for that time period.
Preparing to Use expense Tracker
Setting Up Your Expense Tracker Software
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After purchasing the software, download the software when prompted. Save the expernsetrackerv1.exe file to your desktop or to a specific folder (note that you must create the folder).
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Double click on the expernsetrackerv1.exe file and follow the prompts. Once installation is complete, you will find an Expense Tracker.xls shortcut on your desktop.
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Double click the Expense Tracker.xls shortcut to open the program. For software help instructions, visit www.strativia.com.
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Tracking Weekly Expenses
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When you open Expense Tracker, the program automatically displays the Weekly Expense Tracker screen.
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Enter your name, address, city, state and Zip Code in the applicable fields at the top of the screen.
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Select a year from the applicable pull down menu as shown in the example below.
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Select a month from the applicable pull down menu as shown in the example below:
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Note that when you select the month/year combination, Expense Tracker automatically displays the selected month/day combination.
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You're ready to enter expenses in the applicable field(s). Using the example above, if you had a Breakfast expense of $.5.75 on Thursday, May 5th; you'd enter that value in the Breakfast row for the Thu 5/5/05 column.
Note you can change the Other Expenses field by placing your cursor on the field and typing over the text with your new Expense Item name.
Enter all your expenses. Expense Tracker automatically calculates totals by day and expense item. Here's an example of expenses for a week.
To move ahead to another week, click the applicable Week tab at the bottom of the screen.
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To display a breakdown of your total expenses for the month, click the Month Summary tab. A breakdown, such as the one below, is displayed.
The columns on the left side of the screen show expense items for the month. A weekly total shows how much you spent for each item per week, while a percentage total shows how much of that expense made up the total percentage of your weekly spending.
The pie chart on the right side of the screen gives you a way to quickly identify spending trends. For instance, in the example above, groceries made up the largest expenditure for the month.
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