#Finance
Shared Expense Tracker Spreadsheet
The budgeting tool that makes it easy for couples to manage every penny together
Simplify your life and manage your finances as a couple with the Shared Expense Tracker Spreadsheet, designed for couples looking for a fun, but serious start to tracking their finances. Whether it’s the purchase of your next home, a new car or that long-awaited trip together, this tool will make it happen.
2684+ Downloads
Created By Eddie Rizvi
💬 Natively available in English
System Requirements: Windows 10 or better, OR Mac OS 11 Big Sur or better
Software Requirements: Microsoft Excel 2016
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Description
The Shared Expense Tracker Spreadsheet is more than just a tool; it’s a useful financial companion to plan, manage and keep track of your money in one place, without the stress.
Plus, you don’t need to have advanced accounting or financial knowledge, as the template does all the calculations for you.
You can keep track of your income together as a couple, and separately as individuals, as well as all the expenses you typically have as a couple, such as housing, food, or transport.
You can add, delete or adapt them according to your circumstances. After just one month of data, you’ll get personalised insights to optimise your finances, which will help you and your partner pay attention to the areas where your spending may be getting out of control.
Additionally, the setup takes only 15 minutes and you’ll be up and running!
Whether you’re just starting to move in together, planning big purchases or simply wanting to take more control of your finances, the Partners’ Expense Tracker is perfect for any couple looking to achieve their dreams and strengthen their financial health together.
What can the Shared Expense Tracker Spreadsheet Template do for you?
- ZManaging finances and spending together can be a challenge and extremely boring. That's why this template was born. It'll help you manage your money in a fun and simple way, so you don't waste your hard earned dollar and can reach your financial goals sooner.
- ZIt simplifies your life by allowing you to manage your finances as a couple or as an individual, with a friendly and intuitive interface that allows you to keep track of your expenses with as few clicks as possible.
- ZIt gives you clarity and focus on where you are and where you want to go, whether it's buying that beautiful house, that new car or that project you want to create together. With this tool, you can visualize your progress toward your financial goals, motivating you to reach your dreams.
- ZStrengthen the bond of teamwork between you and your partner. Budgeting and tracking expenses together help you know you are not alone on the journey, and working together makes it easier to reach your goal.
- ZIt helps you maintain good financial health, whether you're planning to move in together or just looking for a convenient budgeting and expense management tool. It lets you know exactly where your money is going each month.
- ZSave a lot of money and you'll find that your dream was never too big, it's just a matter of organizing and managing your money. Achieving your goals is now a reality.
What’s Included?
- Shared Expense Tracker Spreadsheet [Excel File in English]
- iStep By Step Instructions on how to use this Budget tracker for couples
- iPrefilled Sample File so you know exactly how the template is used
- Lifetime updates and enhancements
- Over 100+ hours of design and development work to make the most simple and fun couples budget tracking template ever
- Ability to request updates or customizations
- Invite to a private online community with like minded individuals
- Access on mobile and desktop (must have Excel 2016 or better)
- + a bonus note and offer from Eddie Rizvi
Who is this template for?
- Couples who want to start their financial journey in a serious, yet fun way, without complicated and boring tools or methods
- Couples who want to strengthen, improve or cultivate their financial health together
- Couples who want to take more control of their finances
- Any couple who is planning big purchases to fulfill their dreams, such as a trip to that special place or that dream home and need to start managing all of their income and expenses
- Ideal for anyone who simply wants to have a fun, easy-to-use, and effective tool for managing and planning their finances
Key Features and Benefits of theShared Expense Tracker Spreadsheet
Easy Setup
Get going quickly and easily
Detailed Tracking
See all your categories and spend by month in 1 place
His & Hers
See his and her spend with a click of a button
Achievable Goals
See how close you are to reaching your goals at a glance
Dynamic Financial Insights
Identify opportunities for improvement just after one month.
Beautiful design
Enjoy the design and friendly interface
Easy Setup
Get going quickly and easily
Detailed Tracking
See all your categories and spend by month in 1 place
His & Hers
See his and her spend with a click of a button
Achievable Goals
See how close you are to reaching your goals at a glance
Dynamic Financial Insights
Identify opportunities for improvement just after one month.
Beautiful design
Enjoy the design and friendly interface
Enter your names
Personalize everything
Create your own
Create your own categories
Sub-Categories
Add up to 5 sub categories for each main category
Monthly Budgets
Set monthly budgets for each category
Set Personal Budgets
Set monthly budgets on a personal level
Personal Goals
Set personal financial goals
Couple Goals
Set financial goals as a couple
Simple
Simplified data entry
Drop Down
Drop down category selections
Easy Setup ✔️
Get started without hassle and knowledge of Excel or calculations, everything is ready for you to get started without wasting time
Personalised Budgets✔️
Assign an individual or couple’s budget and tailor it according to your financial goals and objectives
Detailed Tracking ✔️
You can track up to 9 main expense categories and 5 sub-categories, e.g. transport, food, housing, entertainment, education. Configure it according to your own expenses
Achievable Goals ✔️
With an automatic progress counter to visualise progress towards your financial goals and keep you motivated
Dynamic Financial Insights ✔️
Discover areas of improvement after a month of tracking to adjust spending habits, and pay attention to areas where your spending may be getting out of control
15 minute setup ✔️
Be up and running in 15 minutes or less, guaranteed
Beautiful ✔️
Intuitive and visually neat design for a more pleasant budgeting experience
See what others are saying..
12 reviews for Shared Expense Tracking Spreadsheet (Premium)
Meet The Creator
Eddie is a top 1% IT / Tech project manager, operating as a consultant for billion and million dollar companies across North America. He has successfully managed a cumulative of $68M+ USD in project budgets to date, and implemented dozens of technology projects successfully in industries such as retail, security, manufacturing and e-commerce.
Some notable projects are:
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- Network refreshes, Windows 7 to 10 Migrations, Avaya Telephone system upgrades
- Infrastructure implementation and upgrades, pricing label automation and implementation
- eCommerce home delivery automation and fulfillment, Wifi router replacement and upgrade
- New software development and deployment
- End of life hardware/software migrations and upgrades
- Retail store automation and innovation projects
- Website design, development and product launch projects
- Marketing, advertising and customer success projects
With over 10+ years of in-depth, extensively diverse, real world experience in leading global teams, creating efficacious project plans, managing risks and mitigating issues, Eddie is uniquely positioned as an authority and expert in the field of project management.
With Eddie's 'Life Changing Templates', he combines his in-depth technical knowledge and industry expertise, with his burning passion for delighting the human experience through beautiful and innovative template designs.
What you get are highly optimized and visually pleasing templates that have proven track records in being successfully used in fortune 500 companies, as well as in his personal life and hobby projects.
Eddie is fluent in both English & Spanish and lives in Toronto, Canada.
Frequently Asked Questions
Do I need advanced Excel skills to use this template?
_________________________
No, it is designed to be intuitive and easy to use, no matter your level or skill in Excel. Anyone can use it without special training or advanced technical knowledge.
How is it different from other Partners’ Expense Tracker tools?
_________________________
This budget tracker for couples differs from other budget management tools in its simplicity and practicality. Additionally, it allows complete customization to suit the financial goals and needs of each couple, which is not always possible with specialized applications or software.
It also stands out for its accessibility, as it can be used without an internet connection and without monthly subscriptions, unlike many other online financial goal management tools.
Can I add more categories if necessary?
_________________________
The template allows 9 main categories, and 5 subcategories that you can modify to your liking and needs.
Is this template compatible with all versions of Excel?
_________________________
We recommend using Excel 2016 or newer for the best experience.
Do you include instructions on how to use the template?
_________________________
Yes, we provide step-by-step PDF instructions to help you get started and get the most out of your template from day one.
Do you offer support if I have problems or questions?
_________________________
Of course, we are ready to help you get the most out of your planner, just send an email to [email protected] and we will do our best to answer and respond to your request as soon as possible so you can have a great experience.
Can this Budget tracker for couples help me achieve my individual and couple financial goals?
_________________________
Absolutely. It helps you save time, effort and energy on those long and exhausting hours needed to organize and calculate your finances and gives you better control of your income and expenses, making it easier to reach your couple or individual goals.
What do we do if we go over budget?
_________________________
After one month you will have enough data to identify where all your money is going. If you go over budget, the Budget tracker for partners will help you identify and recommend adjustments to your spending in the future.
Can I share the download with others or sell the template to others?
_________________________
No. Each template purchase is intended for the exclusive use of the buyer and cannot be sold or distributed to anyone else. Each template is protected by International Digital Copyright Laws. If you wish to gift the template to someone, you must purchase another copy of it.
How does the 14-day guarantee work?
_________________________
If you're not satisfied with the purchase, you can email [email protected] to request a refund. In your email, please include your order number, full name, and the reason for your refund request. Please note that, due to the nature of digital products, we have no way to revoke your access to the template once it's downloaded, even after you've requested a refund.
This guarantee is offered on a trust basis, and we will honor your request as long as it meets the 14-day criteria, but we reserve the right to refuse this request if we notice abuse (e.g., purchasing multiple templates and then requesting a refund only to keep the templates afterwards). If you need financial assistance or cannot afford the nominal fee of the template, please contact me at [email protected], and I will try to assist you.
EDDIE’S RISK FREE GUARANTEE
TRY THE TEMPLATE FOR 14 DAYS AND IF YOU DON’T LIKE IT, GET A 100% REFUND | SEE EDDIE’S GUARANTEE
Premium
$19.97
MOST⭐Popular⭐
- Z2 Separate Excel files - 1 with light grey background and 1 with Dark Blue
- Z3 Premium Tabs Included: Easy Setup Tab, Data Entry Tab, and Premium Dashboard
- ZFull access to all features, including advanced budget settings and goal tracking
- ZPersonalised insights after one month to further optimise your finances
- ZA beautiful interface that makes tracking your goals and controlling your budget and expenses not only functional, but also enjoyable
- ZDevelop better financial health so that your money doesn't go to unnecessary expenses that keep you from your goals
- ZAchieve that dream with your partner, buy that new home, open that successful business or go on that special trip
- ZDedicated priority email support to make sure you get the most out of the tool
- ZFree lifetime updates, ensuring your overall financial journey never lags behind
- ZPDF guide to help you get the most out of the template from day one
- ZEddie's 14-day money back guarantee
- Z+ a Bonus Note from Eddie Rizvi
Download Now
Need sales support? Contact [email protected] | Mon – Sun | 8AM – 6PM EST.
Yamirel Jaspen –
This budget tracker is a lifesaver.
Madiha Aziz –
I like the idea behind this expense tracker, and it has certainly made us more aware of our spending habits
Jimmy Abraham –
I find the user interface a bit slow, and navigating through the different sections isn’t as smooth as I’d hoped n update focusing on user experience would make this tool much more valuable
Raakin Hossain –
My wife and I love it!
Hans Wang –
This spreadsheet has helped us get our finances on track. The only downside is the lack of a mobile app. They suggested I use excel for mobile but it just doesn’t work the same on a phone
Hiba Arshad –
Good for couples
Elmer Vizzari –
Es bueno pero no como esperaba creo que no es demasiado util si no te gusta trabajar una plantilla con la computadora
Danyak Akbar –
Recommended to start, but in my opinion can improve a few things
Isabella Kim –
We’ve been happy with the functionality and ease of use of this expense tracker. It’s made our budgeting much more straightforward, however, we’d love to see the option to add more than 9 expense categories
Javed Mohammed –
It’s a solid budgeting tool for couples, no doubt. I just wish there were more customization options for the reports and analysis feature
Alex Jones –
My partner and I always struggled with knowing where our money goes until we found this spreadsheet.
Taylor Wilson –
We’ve been using for a few months now, and it’s completely transformed our approach to budgeting. The setup was a breeze, and tracking our expenses across different categories is easy and intuitive.