In this article:

Google Sheets Expense Tracker Template (2024 Update)

May 8, 2024

Expense Report Template in Google Sheets

Get a copy of our expense report template in Google Sheets here.

expense report template google sheets

Select File > Make a copy.

How to Create a Google Sheets Expense Tracker Template 

Follow the steps below to create a Google Sheets expense tracker template. 

1. Rename Your Google Sheets Document and Input Expense Tracking Column Headings

First, click on the untitled spreadsheet title at the top and name it "Expense Tracker" or any title you prefer. Naming your sheet helps you to easily identify it later on. In the first row, enter the headings: Date, Description, Category, Amount, and Notes. These headings are crucial for organizing your expense information.

expense sheet template google sheets

2. Bold and Align the Column Headings for Clarity

Highlight the first row. Then, use the toolbar options to make the text bold and adjust the alignment as needed, making your headings stand out clearly.

expense tracker template google sheets

3. List Common Expense Categories for Organized Tracking

Under the 'Category' column, list down common expense categories like Food, Transport, and Utilities. These categories can later be made into a dropdown list for easy categorization.

google sheets expense tracker template free

4. Create a Dropdown List for Expense Categories with Data Validation

Select the 'Category' column, then navigate to Data > Data Validation.

Choose "Drop-down" under the criteria and enter your categories. This will create a dropdown list for easy and consistent category selection.

5. Fill in the Tracker with Sample Expense Entries

Fill in the rows below your headings with some sample expenses. Be sure to include a date, a brief description, select a category from the dropdown, enter the amount spent, and any additional notes if necessary.

6. Calculate Total Expenses Using the SUM Function

At the bottom of the 'Amount' column, use the SUM function to get a total of your expenses. Type '=SUM(' and then select the range of cells above that contain your amounts. Close the parenthesis and press Enter.

7. Apply Formatting to Cells for Better Readability

Select the cells with your data, then use the toolbar to format them. Dates should be formatted to date format, and amounts to currency format.

This step ensures your data is clear and correctly displayed.

8. Organize Expenses Monthly by Duplicating Sheets

To organize your expenses by month, you can duplicate your current sheet for each new month. Right-click on the tab at the bottom, choose 'Duplicate', then rename it to the current month. Repeat this process for each month.

9. Expand and Customize the Tracker According to Your Needs

Feel free to customize your expense tracker. You might want to add new categories, include charts for a visual summary of your spending, or link sheets for an annual overview. Tailor it to fit your personal or household financial tracking needs.

We hope that you now have a better understanding of how to create a Google Sheets expense tracker template and use our expense report template in Google Sheets. If you enjoyed this article, you might also like our article on how to create an invoice template in Google Sheets or our article on setting up a Google Sheets schedule template.

Get Google Sheets productivity and automation tips delivered straight to your inbox
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
We'll email you 1-3 times a week — and never share your information.
Get your copy of our free Google Sheets automation guide!
  • 27 pages of Google Sheets tips and tricks to save time
  • Covers pivot tables and other advanced topics
  • 100% free

Work less, automate more!

Use Lido to connect your spreadsheets to email, Slack, calendars, and more to automate data transfers and eliminate manual copying and pasting. View all use cases ->