DAILY EXPENSE SHEET [ RK]

Expense Capture Page For the Year 2021

This shape represents a table slicer. Table slicers are not supported in this version of Total Expenses [ As Filtered ]
Excel.

If the shape was modified in an earlier version of Excel, or if the workbook was saved
51,872.00
in Excel 2007 or earlier, the slicer can't be used.
GoTo DASHBOARD >>

Expense Category
Date Month Day Description Sub Category Amount
(Main)
01-Jul-21 July Thursday Metro Transportation Work: Train 1,500.00
03-Jul-21 July Saturday Restaurant Food Lunch 1,184.00
03-Jul-21 July Saturday Ice cream Food Snack 450.00
03-Jul-21 July Saturday Noodles Food Dinner 60.00
04-Jul-21 July Sunday Chicken Food Groceries 530.00
04-Jul-21 July Sunday Shru Miscellaneous Other 25,000.00
05-Jul-21 July Monday PL Miscellaneous Other 8,374.00
05-Jul-21 July Monday Petrol Transportation Gas 520.00
05-Jul-21 July Monday Gift Miscellaneous Other 3,050.00
06-Jul-21 July Tuesday Recharge Utilities Mobile 399.00
06-Jul-21 July Tuesday Snacks Food Snack 130.00
07-Jul-21 July Wednesday Groceries Food Groceries 278.00
08-Jul-21 July Thursday CL Miscellaneous Other 10,397.00

Total 51,872.00

© 2019 - exceltemplate.net
 DAILY EXPENSE DASHBOARD
Expense Dashboard Page

Total Expense Amount 51,872.00

<< Back to Expense Capture

MAIN CATEGORIES SUB - CATEGORIES

Total Result 51,872.00
2,020.00
2,632.00 Mobile 399.00

Gas 520.00

Other 46,821.00

Groceries 808.00
51,872.00 Sum of Amount
46,821.00 Dinner 60.00

Snack 580.00

Lunch 1,184.00

Work: Train 1,500.00

399.00
(empty)

$- 00 00 00 00 00 00
0. 0. 0. 0. 0. 0.
(empty) Transportation Food 00 00 00 00 00 00
0, 0, 0, 0, 0, 0,
Miscellaneous Utilities Total Result $1 $2 $3 $4 $5 $6

This shape represents a slicer. Slicers are supported in Excel This shape represents a slicer.
2010 or later. Slicers are supported in Excel PIVOT TABLES
2010 or later.
If the shape was modified in an earlier version of Excel, or if Expense Category (Main) - all -
the workbook was saved in Excel 2003 or earlier, the slicer If the shape was modified in
cannot be used. an earlier version of Excel, or
if the workbook was saved in Sub Category Sum of Amount Expense CategorySum of Amount
Excel 2003 or earlier, the (empty) (empty)
slicer cannot be used. Work: Train 1,500.00 Transportation 2,020.00
Lunch 1,184.00 Food 2,632.00
Snack 580.00 Miscellaneous 46,821.00
Dinner 60.00 Utilities 399.00
Groceries 808.00 Total Result 51,872.00
Other 46,821.00
Gas 520.00
Mobile 399.00
Total Result 51,872.00

© 2019 - exceltemplate.net
EXPENSE CATEGORIES
Expense Categories Page

Sub - Categories
Main Category Food Transportation Utilities Rent Miscellaneous
Food Breakfast Petrol Internet Rent Other
Transportation Lunch Toll Electricity
Utilities Dinner Work: Taxi Telephone
Rent Snack Work: Uber Mobile
Miscellaneous Groceries Work: Bus
Work: Train
Other: Taxi
Other: Uber
Other: Bus
Other: Train

© 2019 - exceltemplate.net
Usage Notes
Usage Notes Page

A. Expense Capture
Use this sheet to enter Dates, Expenses (Main and Sub - Categories), Description and Amount.
No Need to put details in the "Month" and "Day" Field. This will auto populate once you add a date.
Use the slices to show details per month.
The Total Expense Amount that is shown is based on what is filtered. If nothing is filtered, then it will show the
You can add as many lines as you like
Sub-categories you entered is dependent on the Main Categories Entered.

B. Dashoboard
Shows a summary of the expenses you have entered.
The summary shows Expenses Incurred per sub-category and per month.
Use the slicers to control what you want to show
Refresh the Pivot whenever new data is added. To refresh

1. Click on the pivot tables, go to Analyze Tab.

2. Click Refresh.
3. Then Refrsh All.

C. Categories
Main Category Table - This is where you can add main categories.
When adding new categories, you should also adde a new table for its sub-category.
The New Table should be renamed to its corresponding Main Category. Its Header should also have the same a

D. Change Currency or Number Format

To change the currency or number format:
1. Select the cell you want to change currency or Number format.
2. Go to Home Tab.
3. Go ro Numbers pane and change the currency or number format as preferred.
4. Numbers appear in the headers of Expense Capture will changes as the number formats in the table chan
u add a date.

ed, then it will show the overall amount.

uld also have the same as its Main Category

ormats in the table change.

© 2019 - exceltemplate.net
Need help? Please see this page for information:
https://exceltemplate.net/support/