Track Your Business Expenses Automatically in Excel
Free Budgeting Tool for Sole Traders — No subscriptions. Just a clean, offline system that helps you categorize expenses, track budgets, and stay audit ready.
🔹 Who This Is For
- Sole traders and freelancers who want full control over their data
- Creators and gig workers tired of clunky apps and hidden fees
- Anyone who wants a simple, audit-friendly way to track expenses in Excel
🔹 What You’ll Learn
✅ Import your bank CSV file into Excel
✅ Clean and format your data for analysis
✅ Categorize expenses using dropdowns and automation
✅ Build a monthly budget vs actuals report
✅ Track your spending with Pivot Tables and variance flags
🔹Video Tutorial
🔹 Step-by-Step Breakdown
Each step can be its own expandable section:
- Import Your Bank CSV
Download, clean, and prep your data for Excel. - Clean Your Data
Use formulas to standardize merchant names and remove clutter. - Categorize Transactions
Assign categories using dropdowns and automation. - Build Your Budget
Set monthly targets and compare actuals to budget. - Analyze with Pivot Tables
Slice your data by category, month, or merchant.
🔹Ready to get started?
Click below to download the free Excel file and start tracking today.
About me
I’ve spent my career helping successful people protect and grow their wealth—and now I’m sharing those lessons with you. From Aussie tax tips and investor tools to Expense Tracking Excel templates, my goal is to make smart money strategies practical and empowering for everyone.
Click below to download the free Excel file and start tracking today.