Log the everyday details
Explore a $120 grocery transaction alongside $1,000 rent.
Category totals show where the spending occurred.
Try Expense Tracker.
Change a yellow input and see how the numbers respond. Switch tabs to explore the rest of the workbook.
Sample figures in USD · No account needed · Your changes stay in this preview
Sheetlark / Expense TrackerSample data
See where the spending goes
Dashboard previewIncome$2,000
Net spending$1,100
Income less spending$900
Net spending by category
Housing$1000
Groceries$120
Shopping−$20
Negative spending reflects a refund.Housing is the largest spending category in this example.
Sample workbook figures. Figures use fictional inputs.
Try one transaction
Example · sample figuresIncome$2,000
Net spending$1,100
Income less spending$900
Net spending: $1,100. Transfers do not count as spending.
| Date | Description | Type | Amount |
|---|---|---|---|
| 10/02/2026 | Paycheck | Income | $2,000 |
| 10/03/2026 | Rent | Expense | $1,000 |
| 10/04/2026 | Groceries | Expense | $120 |
| 10/05/2026 | Returned item | Refund | $20 |
| 10/06/2026 | Between accounts | Transfer | $500 |
Sample figures in USD. The example is separate from the records in your own workbook.
Your everyday transaction log
Enter dates, preset categories, transaction types and positive amounts. Refunds reduce spending; transfers are excluded.
| Date | Category | Type | Amount |
|---|---|---|---|
| 10/03/2026 | Housing | Expense | $1,000 |
| 10/04/2026 | Groceries | Expense | $120 |
| 10/05/2026 | Shopping | Refund | $20 |
Start with your own copy
Start Here- Create your copy
Use a Google account to copy the workbook into your own Drive after receiving your template.
- Try the example
Change a yellow input in Example. Practice figures stay separate from your own plan.
- Fill the yellow cells
Add your inputs, then review Dashboard. Leave formula cells intact.
No bank connection, add-on, or Apps Script authorization required. Desktop setup is recommended.
Your next step
Does Expense Tracker fit your routine?
See the included tabs, setup steps and supported capacity before choosing.
What to look for.
Manual entry with fixed categories. Expense adds spending, Refund reduces it, and Transfer is excluded. No automatic bank import. Desktop Google Sheets is the supported format.
Account for a refund
Include a $20 refund. A $500 account transfer stays separate.
Net spending is $1,100; income less expenses is $900.
Compare transaction types
Change the grocery entry between Expense, Refund and Transfer.
Only expenses and refunds affect the net spending total.