Create a basic expense worksheet.

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Set up four columns

Start your expense worksheet with Date, Description, Category and Amount. Use one row per completed payment. Give refunds their own rows and state whether you use negative numbers for them.

Check a small example

Enter three fictional payments: notebooks, 6; bus fare, 3; lunch, 7. The sample total is 16. Check this small example manually before adding a larger set of transactions. Consistent number formatting makes mistakes easier to notice.

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Below the table, explain what period it covers and what is missing. For example, a card-only export might not include cash purchases. This is a worksheet demonstration, not financial advice or a recommended spending plan.

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What a useful spending record includes