Thursday, July 25, 2024

Comprehensive Expense Tracker: Excel Template

This user-friendly Excel template is designed to help an user meticulously track his/her expenses and their modes of payment—whether by cheque, card, or cash. Tailored for individuals with a fixed income, it records every expense and provides automatic updates on the covered period. Expense categories are summarized with graphical presentations, allowing the user to easily visualize each category's share of total expenditure. The template also displays the remaining balance, which is auto-calculated, eliminating the need for manual updates. Advanced Excel functions such as XLOOKUP, SUMIFS, FILTER, and UNIQUE are utilized to enhance its functionality and accuracy.

 


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