Expense Tracker Automated Excel Dashboard
Expense Tracker Automated Excel Dashboard
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o the Expense Tracker Dash
If the shape was modified in an earlier version of Excel, or if the workbook was saved in E
Monthly
612
500
240 174 174 87
1787
740
456
139 88 87 87 87 58 45
s g n h s s s e s ) t
rie in t io alt b t er
n g a r
ou ty sul
e s e h i C e p e
c ou ta e D t v l n m
ro H or H O Sa ca lla (e lR
G s p o n c e o ta
an rs is T
Tr Pe M
se Tracker Total
hape represents a slicer. This shape represents a slicer. This shape represents a slicer. This shape represents a
are supported in Excel Slicers are supported in Excel Slicers are supported in Excel slicer. Slicers are
r later. 2010 or later. 2010 or later. supported in Excel
2010 or later.
hape was modified in an If the shape was modified in an If the shape was modified in an
version of Excel, or if the earlier version of Excel, or if earlier version of Excel, or if the If the shape was
ook was saved in Excel the workbook was saved in workbook was saved in Excel modified in an earlier
r earlier, the slicer cannot Excel 2003 or earlier, the slicer 2003 or earlier, the slicer cannot version of Excel, or if
d. cannot be used. be used. the workbook was
saved in Excel 2003 or
earlier, the slicer
2010 or later. cannot be used.
f the workbook was saved in Excel 2003 or earlier, the slicer cannot be used.
Yearly
1787
597 500
393
174 123
87 0 0 0
12 (empty) (empty) Total 2011 2012 2020 2021 2022 2023 (empty) (empty)
Result
Sub-category
Qtr 1
31%
1787
500
0 0
ategory
1787
87 87 58 21
on a n
in
g nt ip y) lt
ati ll
o th R e rsh pt e su
v a l o be m lR
o
on C (e ta
e rs em T o
P m
G ym
Date Category Sub-category Cost
3/13/2020 Health Dentist visit 65
3/15/2020 Personcal Care Clothing 58
3/12/2021 Housing Rent 21
3/14/2021 Miscellaneous Dentist visit 45
3/10/2022 Transportation Cleaning products 52
3/11/2022 Health Dentist visit 23
3/16/2022 Debts Personal loan 87
3/17/2022 Savings Home renovation 87
3/18/2022 Transportation Cleaning products 87
3/19/2022 Others Others 87
12/14/2021 Housing Others 87
8/15/2022 Housing Electronics purchase 87
11/3/2011 Housing Electronics purchase 87
6/3/2021 Groceries Food 120
4/12/2021 Health Gym membership
12/12/2012 Debts Personal loan
8/15/2022 Housing Electronics purchase 87
11/3/2011 Housing Electronics purchase 87
6/3/2021 Groceries Food 120
1/1/2023 Groceries Toiletries 500
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Week of the monthWeek of the year Month Qtr Year
2 11 3 1 2020
3 12 3 1 2020
2 11 3 1 2021
2 12 3 1 2021
2 11 3 1 2022
2 11 3 1 2022
3 12 3 1 2022
3 12 3 1 2022
3 12 3 1 2022
3 12 3 1 2022
2 51 12 4 2021
3 34 8 3 2022
1 45 11 4 2011
1 23 6 2 2021
2 16 4 2 2021
2 50 12 4 2012
3 34 8 3 2022
1 45 11 4 2011
1 23 6 2 2021
1 1 1 1 2023
> Input values (col - B to E)
> Col - B and C - Dropdown list
> Please delete all the dummy data from column B to E
> To refresh the dashboard, select a chart and then click PivotChart Analyse and then c
1830 2
1850 1850
ABC 2/22
Bills Debts
Cable Credit card patments
Cell phone Personal loan
Electricity Student loan
Gas
Internet
Landline
Others
Water
Other
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Entertainment Groceries Health
Concerts Cleaning materials Dentist visit
Dining out Food Doctor visit
Hobbies Toiletries Gym membership
Movies Health Insurance
Sports events Prescription medication
Subscriptions (Netflix, Spotify etc.) Other
Other
You can add sub-categories until 20th row within the boarder
Housing Miscellaneous Personcal Care Savings
Electronics purchase Donations Accessories Emergency fund
Insurance Extrac curricular activities Cosmetics Home renovation
Mortgage Gifts Clothing Retirement fund
Rent Kids school expense Haircut Travel
Repair/Maintenance Others Shoes Other
Others Pet care Other
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