Expense Improvement Tracker
Stay on top of your spending habits with the Expense Improvement Tracker. This template provides a detailed analysis of your monthly expenses across various categories and merchants, helping you monitor trends and identify areas where you can cut costs. A decrease in total spending each month indicates financial improvement, making this tool invaluable for anyone looking to optimize their budget.
Purpose:
The Expense Improvement Tracker is designed to show expense trends for the categories or merchants you care most about. With a visual breakdown of spending patterns over the last 90 days, you can quickly identify where your money is going and how you can better manage it. Use this template to set monthly goals and track progress toward your financial targets.
How to Use This Template:
Import this template to your account using the "Import template to my account" button.
Customize Merchants/Vendors:
In the Merchants/Vendors section, hover over a block and click the menu icon in the top-right corner. Select "Edit."
In the right-side drawer panel, locate the metric merchant filter and replace it with your preferred merchant.
Update the block title to match your chosen merchant.
Adjust Categories:
Similarly, in the Categories section, edit each block by clicking the menu icon and selecting "Edit."
Replace the category filter with your desired category, then update the block title for better clarity.
Add or Remove Blocks:
To add more merchants or categories, copy and paste existing blocks. Customize each new block as needed. Delete blocks that are not relevant to streamline your tracker.
Tips:
Regularly update this template to reflect your most current spending habits for better accuracy.
Utilize the visual bar charts to quickly assess your progress month-over-month and stay on track with your financial goals.
Empower your budgeting process by gaining deeper insights into your spending trends with the Expense Improvement Tracker.