Personal Expense Manager


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Recently a couple of people around me was asking for an expense manager. So I decided to make one and post it here. This way you can see some of the tools I’ve previously discussed in action.

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This is an interactive dashboard type expense manager. It lets you choose to view figures for a month you select or all year. Expenses are divided into 4 categories as home, personal, transport and other, all can be modified. Categories are also divided into 8 sub-categories. Sub categories can also be modified.  So there is a lot of versatility.

Download Personal Expense Manager

I will post a separate tutorial explaining how to build one for yourself if you want some exercise.

Here is some guidelines for using this personal expense manager:

Navigation:

There are green buttons with white frame on every sheet. They will take you to the sheets that are written on them. So navigation in the work book will not be a problem.

Data Input:

There are sheets named from 1 to 12. You can navigate between them using menus. To input values

  1. Input income here
  2. Select expense category from drop down list
  3. Select sub-category from drop down list
  4. Type description (optional)
  5. Type expense amount

Fields To Modify:

To customize personal expense manager, you can change sub category names as they suit your needs. To do it, just go to report sheet and type whatever you like in subcategory cells.

I believe you will need no more info for using this workbook.

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23 Responses

  1. Ragunath says:

    Dear Beat Excel team,

    In the Personal Expense Manager, Kindly advice how to change the currency in the Dashboard Sheet Graph.
    Which is showing as picture.

    Regards
    Ragunath B

    • melih says:

      Dear Ragunath,

      You need to unhide “Prep” sheet (right-click on any sheet name and select unhide) and make necessary changes from there.

      Best Regards

  2. Tolga Atasoy says:

    I find it useful. Thanks for your effort!

  3. felipe says:

    hi, how change the category?
    in report sheet or prep. i try but i cant select sub category in month sheet..

  4. kaed chechatwala (Singapore) says:

    Hi
    Nice effort to create this S/Sheet; thnx!
    1.How do I expand/change/Add more catagories?
    2.How do I expand the categories’/sub-catagories’ list (currently max sub-cat list is 8).

    Thnx.
    KC

  5. Chloe says:

    Hi I can’t change the category name. Once i change it i can still select it in the monthly page but the sub categories will not show

  6. Martha says:

    Hi there,

    How would you go about creating a pie chart with a colour scale inherited from the segment’s value? ie. If an expense segment went above a certain value it would show up as red instead of green.
    This would be so helpful to me!
    Best wishes,
    Martha

  7. Kiera says:

    Awesome post! Where can I find the separate tutorial in building one myself?

  8. melih says:

    Hi,
    Unfortunately there is not a tutorial for this dashboard. But you can find necessary information on the site in other posts. Just search “expense manager” and “interactive” keywords on the search bar of the website.

  9. Waseem says:

    Great effort Boss. You can create the whole customized ERP in excel. Really appreciating.

    • Waseem says:

      One thing which I haven’t found is the expense calculation. The expense isn’t calculating in the sheet. Please guide in this regard.
      Thanks

  10. melih says:

    Hi,
    There is a hidden sheet named “Prep”. All calculations are on that sheet.
    (Btw. creating a whole ERP on in Excel is impractical, also too much work. A basic MRP may be more reasonable).
    Best Regards.

  11. saurabh says:

    Hello melih sir
    prep sheet not available pls give me prep sheet
    Regards
    Saurabh

  12. nikhil says:

    Hi, thank you for the great design spreed sheet. I have few questions like..i Just unhide prep but unable to change the currency type from dollar to Indian ( Rs.) currency

  13. melih says:

    Hi,

    Just select the cell with $ and press ctrl+1. From there, you can easily switch to Rs. under accounting or currency groups.

  14. Robert Senior says:

    Hi, great post. I just searched about how to that. I find some articles and videos about changing a picture via drop-down but you made a different thing. In your case, range becomes picture. How did you do that?

  15. Vinil says:

    Hi,
    I find this personal expense manager to be of great use. I used the prep sheet like you explained above but i can’t manage to find a way in which i could add multiple income for eg: rent from tenants, cash in hand, interest from bank accounts etc. I want to include these income separately to track the way in their spent as well. I might use only one income source to pay for the expenses while the remainder remains the same.
    Please help.

  16. melih says:

    Hi,
    To multiply income sources you can add rows for types of income under income row in report sheet and sum them in income row. But to assign expenses to incomes needs another design. I think it can’t be done with this template without heavy editing.

    You may also try: http://beatexcel.com/personal-expenses-manager-2/

    It supports multiple income sources.

  17. Asam says:

    Hey melih,

    Can you please tell me how you made the Expense Status chart? I’m trying to learn more about Excel by picking apart your spreadsheet and recreating it. This part I am stuck on.

    Good day

  18. Dat Pham says:

    Hello Melih,

    I’d appreciate your job
    Many tks

    Dat Pham

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