7 Personal Expense Trackers using Excel – Download Today

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Download Personal Expense Tracker - Free Excel TemplatesKeeping track of your expenses is one of the fundamentals of living good life. So I asked you to prepare a personal expense tracker as part of our 10,000 RSS Subscriber Milestone contest. I have received 7 excellent entries in this contest, each capable of making expense tracking a breeze while providing good analytics of the expense data to understand how you spend.

Thanks everyone for participating and making this a huge learning experience for you and I. Personally I have learned several useful formula and tracker related tricks from this.

How to vote?

Each of the 7 entries start with a title including authors name. Each entry includes a small image of the tracker along with few other thumbnails. Click on the images to see them in bigger versions. You can download the source workbooks and play with the trackers yourself.

Tell me which one you liked most by posting a comment with the option number. The winner (option getting maximum votes) will get Toshiba Mini 300 Series Netbook.

10 K Contest Winner Gets a Netbook

That is right. A Netbook. (find out more about the exact model and specs here)

Please note that these files are copyrighted to original authors and you cannot use them for commercial purposes.

I have included 3 comments against each entry based on my understanding of the tracker. Please share your opinions and reviews using the comments section of this post.

Excel Personal Expense Tracker by Bigtaff [Option 1]

Excel Personal Expense Tracker by Bigtaff
Excel Personal Expense Tracker by BigtaffExcel Personal Expense Tracker by Bigtaff

My comments:

  • Looks awesome
  • Can handle multiple currencies
  • Provides excellent analysis on various criteria (by month, monthly, annual, by person, by category etc.)

Download this tracker [Mirror]

Excel Personal Expense Tracker by Cnat [Option 2]

Excel Personal Expense Tracker by Cnat
Excel Personal Expense Tracker by Cnat

My comments:

  • Very cool frequency analysis of expenses by date
  • Good use of in-cell charts to compare income with expenses
  • Simple, easy to use tracker

Download this tracker [Mirror]

Excel Personal Expense Tracker by Ibrahim [Option 3]

Excel Personal Expense Tracker by Ibrahim
Excel Personal Expense Tracker by Ibrahim

My comments:

  • Separate sheets for each of the 12 months, good for yearly tracking
  • Analytics by month or by expense category
  • Simple Grid like structure for entering data

Download this tracker [Mirror]

Excel Personal Expense Tracker by Karthik [Option 4]

Excel Personal Expense Tracker by Karthik

My comments:

  • Tracks expenses for one month at a time
  • Tracks various payment modes (cash, check, card) and payment due dates
  • Nice summary of expenses by account, payment status, category and week

Download this tracker [Mirror]

Excel Personal Expense Tracker by Pedrowave [Option 5]

Excel Personal Expense Tracker by Pedrowave
Excel Personal Expense Tracker by Pedrowave

My comments:

  • Simple tracker with easy input sheet
  • Option to track by month or by day of month
  • A simple chart shows income compared to expenses and savings

Download this tracker [Mirror, Pedrowave’s Website]

Excel Personal Expense Tracker by Romeog [Option 6]

Excel Personal Expense Tracker by Romeog
Excel Personal Expense Tracker by RomeogExcel Personal Expense Tracker by Romeog

My comments:

  • Looks awesome, the expense dashboard is quite versatile with ability to view expense data for any month, any number of days etc.
  • Easy to compare categories and choose which categories to include in output
  • Simple data entry sheet

Download this tracker [Mirror]

Excel Personal Expense Tracker by Tessaes [Option 7]

Excel Personal Expense Tracker by Tessaes

My comments:

  • Clean input sheets, easy to enter the data
  • Summaries by category and daily, weekly and monthly statistics
  • Simple charts to understand how actual expenses differed from budgets

Download this tracker [Mirror]

Please vote for the option you liked most:

Use the comments and tell me which option you liked best. Go!

Thank you

I sincerely thank Bigtaff, Cnat, Ibrahim, Karthik, Pedrowave, Romeog and Tessaes for taking time to participate in this contest and make such beautiful and delightful trackers. Thank you so much for your generosity in sharing what you know.

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12 Responses to “Analyzing Search Keywords using Excel : Array Formulas in Real Life”

  1. Very interesting Chandoo, as always. Personally I find endless uses for formulae such as {=sum(if(B$2:B$5=$A2,$C$2$C$5))}, just the flexibility in absolute and relative relative referencing and multiple conditions gives it the edge over dsum and others methods.

    I've added to my blog a piece on SQL in VBA that I think might be of interest to you http://aviatormonkey.wordpress.com/2009/02/10/lesson-one-sql-in-vba/ . It's a bit techie, but I think you might like it.

    Keep up the good work, aviatormonkey

  2. Andy Pope says:

    Hi Chandoo,

    You might find this coded solution I posted on a forum interesting.

    http://www.excelforum.com/excel-programming/680810-create-tag-cloud-in-vba-possible.html

  3. [...] under certain circumstances.  One of the tips involved arranging search keywords in excel using Array Forumlas.  Basically, if you need to know how frequent a word or group of keywords appear, you can use this [...]

  4. Chandoo says:

    @Aviatormonkey: Thanks for sharing the url. I found it a bit technical.. but very interesting.

    @Andy: Looks like Jarad, the person who emailed me this problem has posted the same in excelforum too. Very good solution btw...

  5. bob says:

    Realy great article

    "You can take this basic model and extend it to include parameters like number of searches each key phrase has, how long the users stay on the site etc. to enhance the way tag cloud is generated and colored."

    How would you go about doing this? I think it would need some VB

  6. Thiago says:

    Hi,
    I found the usage very interesting, but is giving me hard time because the LENs formula that use ranges are not considering the full range, in other words, the LEN formula is only bringing results from the respective "line" cell.

    Using the example, when I place the formula to calculate the frequency for "windows" brings me only 1 result, not 11 as displayed in the example. It seems that the LEN formula using ranges is considering the respective line within the range, not the full range.

    Any hint?

  7. Hui... says:

    @Thiago
    You have to enter the formula as an Array Formula
    Enter the Formula and press Ctrl+Shift+Enter
    Not just Enter

  8. Gary says:

    is there a limit to the number of lines it can analyse.
    Ie i am trying to get this to work on a list of sentances 1500 long. 

    • Hui... says:

      @Gary
      In Excel 2010/2013 Excel is only limited by available memory,
      So just give it a go
      As always try on a copy of the file first if you have any doubts

  9. Sumit says:

    Apologies if I am missing something, but coudn't getting frequency be easier with Countif formula. Something like this - COUNTIF(Range with text,"*"&_cell with keyword_&"*")

  10. Ray says:

    Apologies if I missed, but what is the Array Formula to:

    1. Analyze a list of URL's or a list of word phrases to understand frequency;
    2. List in a nearby column from most used words to least used words;
    3. Next to the list of words the count of occurrences.

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