The Google Sheets Category Tracker has been our third-most-popular template historically with thousands and thousands of downloads. This build of the Excel Category Tracker rebrands it from “Excel Money Tracker” and harmonizes it with the popular features in the Sheets version, including the addition of Description totals (the columns at right) for the selected period.
This template will help you dig deeper into your spending for a selected category by reviewing the Transaction details over a configurable time period. See the sum of spending for all categories for a given date range.
This worksheet is just a personal contribution to the Tiller community and is thereby not supported by our Customer Success team.
If you have a newer version of the Excel Foundation Workbook, you can skip this step. Otherwise, you’ll need to add Excel tables to your spreadsheet that contain the contents of the
Categories worksheets before adding the worksheet.
Before adding the worksheet, you’ll need to add Excel tables to your spreadsheet that contain the contents of the
In each worksheet, simply:
- Select the entire used data range (including the header row)
- Click Insert/Table in the file menu
- Check the “My table has headers” checkbox
- Click “Ok” in the Create Table modal dialog
- Assign a Table Name in the little text box in the top left of the toolbar— use “Categories” in the
Categoriesworksheet and “Transactions” in the
Download the workbook containing the Category Tracker v1.61.
(Version was bumped April 20, 2022.)
- Open you linked Tiller Feeds workbook in Excel.
- Open the workbook you just downloaded containing Category Tracker in Excel.
- Right click on the Category Tracker sheet in the workbook you just downloaded and click “Move or Copy”.
- In the “To book” dropdown, select your linked Tiller Feeds workbook.
- Click the “Create a copy” checkbox.
- In the “Before sheet” dropdown, select “(move to end)”, then click OK. If you receive an alert about a name conflict, just click Yes.
- Rename the new worksheet to “Category Tracker” (if needed).
- Navigate to “Data / Edit Links…” in the menu (not the ribbon).
- Select the link to the downloaded workbook in the box.
- Click the “Change Source…” button.
- Navigate to the active workbook (i.e. select your personal spreadsheet). This will point the references back to the new sheet.
At this point your new template should be functional and linked to your local workbook’s data.
We are still learning how to manage and optimize the sheet insertion process. If you run into any issues or have clarifications to improve the instructions above, let us know!
Most of the improvements are under the hood. Functionally, the new Category Tracker is the same to use as the old one which is documented here.
The chart and description totals are new, but are pretty self explanatory.
If you take this for a spin , please let us know how it works for you.
We are planning some improvements to our Excel solution and your feedback will help guide us.