Monthly Expense Tracker (With Dashboard)

Take full control of your spending with this powerful and easy-to-use Monthly Expense Tracker built in Microsoft Excel. This tracker includes a smart Dashboard, dynamic Month-Year filter, and insightful automated charts to help you analyze your expenses like a pro.

No apps, no subscriptions — just open and track in Excel!

🔍 Features:

• 🧭 User Guide: Clear, step-by-step instructions to help you customize and start using the template right away — even if you're new to Excel.

• ✅ Interactive Dashboard: Choose any Month-Year from a dropdown (auto-generated from your data)
• 📊 4 Visual Charts:
  • Expenses by Category (Selected Month)
  • Expenses by Month (Selected Year)
  • Expense Ratio by Category (Selected Year)
  • Top 10 Expenses by Sub Category (Selected Month)
• 📅 Auto Month-Year List: Dropdown generates months from your data (e.g., Feb 25, Mar 25, Apr 25)
• 📋 Data Tab: Add your transactions with:
  • Date
  • Category (linked to category tab)
  • Sub Category (dependent dropdown)
  • Amount
  • Notes
• 🧩 Custom Categories & Subcategories: Use the Category tab to define up to 10 main categories and 100 subcategories for each individual category

📂 File Details:

• Format: Excel Workbook (.xlsx)
• Fully unlocked and editable
• Compatible with Excel 2010+ (Windows & Mac)

👥 Perfect For:

• Budget-conscious individuals
• Students and families managing expenses
• Small businesses needing simple expense logging

📌 How to Use:

1. Enter expenses in the Data tab
2. Use the Dashboard dropdown to select a Month-Year
3. Instantly view expense insights with auto-updating charts
4. Adjust categories/subcategories in the Category tab as needed