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: