Pet Expense Tracker — Budget Planner for Excel & Google Sheets

A 6-tab auto-calculating spreadsheet for tracking every pet expense, setting budgets, and seeing exactly where your money goes each month. Works instantly in Microsoft Excel, Google Sheets, and Apple Numbers.

What's inside:

Tab 1 — Dashboard: annual overview showing total spent, per-pet breakdown (up to 5 pets), category breakdown across 10 expense types, and a monthly spending trend chart. Every cell auto-calculates.

Tab 2 — Monthly Expenses: main data entry tab with 200 rows. Log each purchase with date, pet name, category (food, vet, grooming, toys, medication, insurance, supplies, training, boarding/daycare, other), description, amount, payment method, and notes.

Tab 3 — Budget Planner: set a monthly budget for each of the 10 categories. Actual spending pulls automatically from your expense entries. See the difference and percentage at a glance. Green = under budget, red = over budget. Includes a Budget vs Actual bar chart.

Tab 4 — Vet Bills: dedicated tab for veterinary expenses with columns for clinic, procedure, amount, insurance claimed, and auto-calculated out-of-pocket cost. 50 rows ready to use.

Tab 5 — Insurance Claims: track every claim with date submitted, amount claimed, status (Submitted/Approved/Denied/Pending), reimbursement received, and outstanding balance. Status column colour-codes automatically.

Tab 6 — Annual Summary: full-year view with monthly totals broken down by category. Includes a monthly spending trend bar chart and a category breakdown pie chart. Grand totals sum automatically.

No macros, no plugins. Open the file and start logging. Five built-in charts and colour-coded formatting surface what matters so nothing gets missed.

Pair with the Multi-Pet Household Tracker and Pet Medication Schedule (also in this shop) for a complete health and budgeting system.