Expense Budget Submission Tracker in Excel

Tired of managing expense budgets through endless emails and messy spreadsheets? Say hello to the Expense Budget Submission Tracker in Excel—your all-in-one solution to streamline budget planning, submission, and approval. Powered by Excel and VBA, this tool is perfect for teams that want efficiency, accuracy, and visual clarity in a single file!

Whether you’re in Finance, HR, Admin, or Project Management, this tracker is built to simplify your workflow, save time, and provide real-time budget insights at a glance.

Key Features of Expense Budget Submission Tracker

Login Form for Secure Access

Start with a secure login screen. The default user:

• User ID: Admin1

• Password: abcd

Once logged in, you’re taken straight to the main control panel—keeping your data protected and role-based.

Main Form Dashboard – Your Command Center

The Main Form is where the magic happens:

• Add, update, or delete budget requests

• Navigate to dashboard and reports

• Access user management

• Review all records at once

Designed to be user-friendly, it’s ideal for Excel beginners and pros alike.

Dashboard Sheet – Instant Visuals

Get a quick and clear overview of your financial data with:

• Doughnut Chart: Budgets by approval status

• Flag Chart: Budgets by department

• Arrow Chart: Budgets by expense category

• Line Chart: Submissions over time

Use slicers to filter by department, status, and more.

Data Entry Sheet – Fast & Easy

This is where your data lives:

• Fields: ID, Employee Name, Department, Expense Category, Date, Budget Requested, Approved, Status, Remarks

• Buttons:

  • Add New: Opens a form to submit data

  • Update Record: Pre-fills existing data for easy edits

  • Delete Record: Removes data safely after confirmation

Everything auto-refreshes the dashboard—no manual calculations needed!

Manage List Sheet – Fully Customizable

Need to change departments, categories, or approval statuses? Do it here!

• Add/delete options using built-in buttons

• Lists auto-sync with dropdowns in the form

Support Sheet – The Engine Behind the Charts

This hidden tab powers the visual dashboard with pivot tables. No need to touch this sheet unless you want to customize the logic.

User Management – Assign Roles & Passwords

Manage who can access what:

• Add or remove users

• Edit user info and reset passwords

• Keep track of data entries by user ID

What’s Inside the Product?

• Pre-built Excel file with automated form and dashboard

• Separate sheets for data, dashboard, support, and management

• VBA code for login, add/update/delete actions

• Ready-to-go dropdowns and slicers

• Multi-user login and access control

• Instant visual updates for every new submission

Who Can Benefit from This Tracker?

This tool is perfect for:

• Finance teams managing department-wise budgets

• HR teams planning for training and recruitment budgets

• IT departments requesting software/hardware approvals

• Marketing teams tracking ad or campaign spend

• Startups & Enterprises needing an offline, secure solution

• Nonprofits & Admin offices with fixed budget approval cycles

No advanced Excel skills needed—if you can click, you can track!

How to Use the Expense Budget Submission Tracker

1. Download and open the Excel file

2. Log in using the default user ID

3. Click Add New Record to enter a budget request

4. View insights instantly on the dashboard

5. Use Manage List to update dropdowns

6. Manage users and set permissions

No need for internet or subscriptions. It’s ready-to-use—right out of the box!

Click here to read the Detailed blog post

Visit our YouTube channel to learn step-by-step video tutorials

Watch the step-by-step video tutorial: