Free downloadable 2010 Savings Tracker

Tracker2
 

UPDATE: Be sure to stop by this post to see how I've started using my Savings Tracker. I'm illustrating using my own, real-life transactions!

Some of you might have been using the Excel spreadsheet savings tracker I created last year. In order to start the New Year of right, I decided I wanted to make some modifications to this spreadsheet. As some of you know, I used to work as an Administrative Assistant to Senior Management for a local bank, so I got rather handy with Excel. ;)

With this spreadsheet you'll be able to:

  • Easily imput your monthly and yearly goals
  • Enter data from your reciepts and let my preset formulas tally your spending, savings, actual-to-budget, and more
  • Track and manage your rebates (NEW!)
  • Determine how much you saved with coupons, store sales, and rebates
  • Have your monthly and year-to-date savings ratio update instantly

I've worked hard to create this spreadsheet and make it as user-friendly as possible. My goal was to have you be able to enter only a few pieces of data from your receipts and let it do all the calculating for you.

To get started, download and save a copy of the spreadsheet to your computer. Then, open the Summary tab. This is where you can get a year-to-date view of your savings. All you need to do on this tab is set up your monthly budget for food and household items – one entry per month. Once you input that information, your monthly tabs will prefill with your goals. At any point, you can visit the Summary tab to keep an eye on the "bigger picture" of your spending and savings.

Each time you shop, come back and fill out the few pieces of information from your receipts onto the appropriate monthly tab. Again, I have formulas preset to keep your stats updated EVERY TIME new information is entered. 

A couple last notes about this Savings Tracker. First, while I've worked to make it as user-friendly as possible, please note a basic understanding of Excel is essential. I've included a "Start Here" tab with a few basic instructions, but unfortunately, I can't offer Excel training to everyone. Sorry.

Lastly – and this should be common sense – this spreadsheet is intended for personal use ONLY. Please be considerate of copyright issues. If you are a blogger and wish to direct your readers to my Tracker, you are welcome and encouraged to link to this post. However, I request you not place the Tracker for download directly on your personal blog or website.

I hope this helps some of my nerdy Excel friends! I will be using this spreadsheet myself and will try to show you how I make use of it in the days and weeks ahead to illustrate how it works.

UPDATE: One commentor mentioned that the links weren't working from the Summary Page to the monthly tabs. When I took a look, I reazlied I'd hard entered $150 from Feb – Dec. I have uploaded the corrected versions below. I apologize for this!

Download 2010SavingsTracker (Excel 2007 Version)

Download 2010SavingsTracker2 (Excel1997 – 2003 Version; some formats may vary slightly)

Thoughts? Let me know!


Comments

  1. says

    Hi ladies! has anyone done a tracker in Microsoft works? I don’t have excel on this computer. I haven’t worked with excel or works for years and not sure how to make one. Could anyone help me out?

  2. Teri says

    Angela- Thanks so much for this, I was looking for something like this also. I went to dinner at Red Robin in Federal Way and Kellie recommended your site and tracker! Now I can input my February receipts and see how I did. Thanks again.

  3. says

    Thanks for this excel spreadsheet and putting it together. I plan on tracking my savings starting this month with your spreadsheet. I will be linking this to my site!

    Thanks, Christina

  4. Julie says

    I’m also having troubles getting this to work with open office. Can anyone offer any advice? I’d so love for this to work!

  5. says

    Wow, would it be weird if I told you I love you? Lol, seriously, I love excel and I am very impressed with this spreadsheet. I am so excited that I can start fresh with April since tomorrow is the 1st. I can’t wait to really see how much I save.
    Thank you for sharing this!

    ~Jennie

  6. Robin says

    I don’t know if anyone had commented or not on this. But after I entered in a months worth of stuff and go back to my summary page my shelf price and coupons are the same but on each individual month they are different – like they should be. Example: on summary page for Month March – Shelf Price:332.86 Coupons: 332.86
    Month of March tab – Shelf Price 332.86 Coupons: 95.41. Shouldn’t it say the same info on the summary as the month tab? Maybe I’m reading it wrong.

    • bosox96 says

      Yes, I noticed this too. I just downloaded it this evening and maybe you have already updated your spreadsheet, if not, then on the Summary page the equation should be =July!D3 for example. Basically, where it says D2, it should be D3. Just change the equation and it will update correctly going forward.

        • bosox96 says

          Your spreadsheet is fantastic, by the way. I came across it while creating my own and it saved a lot of work. I am also an avid Excel user and I may eventually convert mine to Access. Yes, that is a little too aggressive probably, but I am hoping to track my usage of products and “predict” my shopping lists and storage needs as well as my average cost per unit to determine my high and low price points. I really, really appreciate the work you have done and your willingness to share it with us. Thank you!!!!

  7. says

    When I purchased a new computer, I lost my old tracker. I wasn’t happy with the tracker I was using before, but your’s is amazing. Thanks so much!!!!

  8. Julie says

    Hey there! love the tracker … just one question .. where do you record things like ECG’s from CVS or RR’s from WAGS??
    Thanks :)

  9. Josee says

    How do I enter the date in these cells. I types 1/10/2011 for Jan 10, 2011 but it only comes up as ####### signs. I know that I’m doing something wrong or inputting wrong for the formula in the spread sheet. Every other column reads fine but I can get this one. Can someone help?

  10. Ann says

    I started using your savings tracker the 1st of January this year. I just wanted to let you know how much I like it. I used a different one last year and I like yours so much more. One reason is the rebate column and the other is that all transactions for the month go on one page. Thank you so much for sharing it.

  11. Mandi says

    Ok, there must be something wrong with me – when I open the folder after extracting it from the zip file I can’t even find an excel document to open. I have Excel 2007 and all I can find in the folder are .xml documents which are not translating in excel. Please help – I would love to use your tracker.
    Thanks, Mandi

  12. Linda says

    A suggestion for future tracker – my Shop Rite receipts do not show the shelf price – it show’s my final total that I have to pay – would be nice if the next generation tracker would do the calculations for shelf price – savings + total paid = shelf price. Right now I am manually adding my savings and the amount I paid so I can input the shelf price. With all the things I do on the computer – I have not been able to do spreadsheets. I’m sure there is an easy fix that I could probably do myself – but after several attempts to do just that – I will continue to do it manually. Thanks for a great product. What I really love is the fact that I can input multiple shopping trips that were made on the same day.!

    • centerstage says

      Linda, i think i have the same problem. not sure if its the same thing but i have to add my savings/couppon amt from my receipt and add it to the total paid to get the shelf price. is that the same thing/problem you have? i still love the spreadsheet though. its wonderful

Trackbacks

  1. […] We have been eating at home more so I’ve been purchasing more groceries and I think that’s why my total is higher than previous months. You can download your own savings tracker Excel Spreadsheet here. […]

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