Personal Expense Tracker Worksheet, Budget Chart Template Excel


Organize your finances with this super easy excel budget template, that will automatically pull your data into several charts, giving you a great visual of your income and expenses.  Stay on budget with the help of this handy budget chart template!

Personalize with Name or Company Name


This template contains 1 page where you can enter all your income and expenses information, with several different sections for various spending categories.

The bar charts are then on their own pages and are linked to the first page to automatically update with the information you enter.  The first bar chart is one to show your total income and total expense for each month and annual.  The next tab/page, will show a chart for each month, which will show the amounts/bars for 11 main spending categories –

  • Housing
  • Utilities
  • Food
  • Transportation
  • Clothing
  • Medical/Health
  • Personal, Insurance
  • Recreation
  • Savings
  • Debt

You will be able to download this excel template and PDF directions to go with it, immediately after purchase.  The file is made fool-proof with color coding and cells with formulas are locked so that they are not accidentally deleted.  If you would like a version that has the formulas unprotected, you can add this on for an extra fee here –

See other budget worksheets here.