![]() ![]() My amazing friend Julia showed me her own tracker it had the ~rainbow categories and graphs which I thought was awesome - I used that for a while but putting data directly into the sheet was getting more difficult to do as time went on. I had been using a very basic expense tracker that I built on Google Sheets for years - it wasn’t great but it did the job! Select Action menu (icon next to +) and select ‘Add to Home Screen’. It will be the ‘editable version’ where you can’t input data. Open your Expense Tracker Form in your Safari app browser. The data will also transfer to the table and graph as well. Input the test data and the response will show up in your Google Sheet. ![]() ![]() If you get the ‘You need permission’ bug, copy the link of the sheet and open it in Safari or Chrome.Ĭlick the 3 dots icon then Preview (Eye) icon in the top right corner. Open the link - It should open in your Google Drive App How to download the Expense Tracker on iOS + Add to Homescreen Select 3 dots in the top right corner again and select ‘Add to Home Screen’. Select 3 dots in top right corner and select 'Preview’ - it will open a new tab with the form where you can input data Open your Expense Tracker Form in your browser. Open your Google Drive App (Download it if you don’t already have it) To test - open the Expense Tracker form, click the 3 dots icon then Preview (Eye) icon in the top right corner. Select the Expense Tracker ONLY and select the 3 dots icon under the thumbnail and “Make a Copy” to your Google Drive - YOU DO NOT NEED TO DOWNLOAD OR ACCESS THE FORMīoth a copy of the Expense Tracker + Form will be added to your Drive and be automatically linked :) Open the link > Select your gmail account, It should open in your Google Drive App How to download the Expense Tracker on Android + Add to Homescreen Version 2.2 has a monthly AND weekly overview AND all the built in categories Version 2.1 has a monthly AND weekly overview with limited categories Version 2.0 has a monthly overview ONLY with limited categories ( Tutorial on how I built it) Great for freelancers and those with multiple streams of income Has 2 forms, one for Expenses and one for Income Version 1.1 has a monthly AND weekly overviewĮxpense + Income Tracker Version 2.0 (Watch the Tiktok Video) Simpler version, with only one form for expenses and income Set your budget, and if you go over your month will go redĬalculates your gross savings based on your monthly income and expensesĮxpense Tracker Version 1.0 (Watch the Tiktok Video) Simple expense form that can be installed on your phone’s homescreen for easy access and input Track your expenses with customisable rainbow categories My Expense Tracker Youtube tutorials have totalled over 100k views. ![]() It has over 3 million views and the feedback has been immensely positive. I designed it for myself originally, and in 2020 made a video about it… which went viral. It uses Google Sheets combined with Google Forms, and is an accessible and readable tracker that anyone can use. Make Informed Decisions: Use the insights gained from the report to make informed decisions about your business’s finances.ĭon’t let the complexities of expense tracking overwhelm you.The Expense Tracker is easiest way to keep track of your spending - simple, customisable, no app required.Analyze Your Spending: The template will automatically calculate the total expenses for each category, providing you with valuable insights.Input Your Data: Enter your business’s expenses for the year into the respective categories.Download the Template: Click the download button to get your free copy of the template.Our template is user-friendly and requires no advanced spreadsheet skills. How to Use Our Yearly Expense Report Template Make Informed Decisions: Use the insights gained from the report to make informed decisions about budgeting and financial planning.Prepare for Tax Season: Simplify tax preparation by having all your expenses organized in one place.Identify Spending Patterns: Analyze your spending patterns and identify areas where you can cut costs.Organize Expenses: Categorize and record all your business’s expenses for the year.Why You Need a Yearly Expense ReportĪ Yearly Expense Report is an essential tool for any business owner or manager. Our Yearly Expense Report Template is designed to help you organize and analyze your expenses, providing you with valuable insights to make informed business decisions. Keeping track of your business’s expenses on a yearly basis is crucial for budgeting, tax preparation, and overall financial management. ![]()
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