Microsoft Excel

Category Tracker for Microsoft Excel

Build a pie chart visualizing your spending and income over a completely customizable date range with the Category Tracker Report for Microsoft Excel.

About the Category Tracker Report

The Category Tracker Template is a powerful yet simple way to understand your spending and cash flow over a configurable time period. It’s one of the most popular Tiller Community templates.

Use this template to build a pie chart visualizing your spending and income in each of your transaction categories over a customizable date range.

The template also lists your category totals, income, expenses, transfers, and net cash flow for your selected time period.

How To Install the Worksheet

Add Excel Tables to Your Workbook (if necessary)

If you have a newer version of the Excel Foundation Workbook, you can skip this step.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 TransactionsCategories and Balance History 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 TransactionsCategories and Balance History worksheets. Set up the Excel Table:

  1. Select the entire used data range (including the header row)
  2. Click Insert/Table in the file menu
  3. Check the “My table has headers” checkbox
  4. Click “Ok” in the Create Table modal dialog
  5. Assign a Table Name in the little text box in the top left of the toolbar— use “Categories” in the Categories worksheet, “Transactions” in the Transactions worksheet, and use “BalanceHistory” for the Balance History worksheet.

Download the Category Tracker Workbook

  1. Download the Category Tracker v1.62 workbook.
  2. Follow these instructions to copy the downloaded template into your Excel workbook and to connect the formula references to your local workbook data.

At this point your new template should be functional and linked to your local workbook’s data.

How to Use the Worksheet

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.

Support and Troubleshooting

This template is exclusively supported here in the Tiller Community.  

Tiller Community Solutions FAQ

Is this template free?

This is a free template built by a member of the Tiller Community. While it’s free for anyone to use, it’s designed for spreadsheets automated by Tiller. Additionally, it’s recommended for use within the Foundation Template.

What is Tiller?

Tiller is the only automated personal finance service for Google Sheets and Microsoft Excel. Tiller automatically tracks your daily spending, income, and balances in your spreadsheets, so you can see all your finances in one place and manage your money, your way. Learn more →

What is the Tiller Community Solutions Add-on?

The Tiller Community Solutions add-on for Google Sheets is an easy way to install dozens of free, prebuilt sheets for tracking your budgets, debt payoff goals, net worth, savings, and more. It also includes several helpful spreadsheet utilities and CSV importers.

Does this template have any dependencies or special requirements?

This template for Google Sheets works best when installed in Tiller’s Foundation Template.

Have questions about this template?

Visit the Tiller Community with any questions about this template.

Tiller Community Solutions

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