← Back to All Templates
Personal Finance

Simple Expense Tracker

Perfect if you want to track coffee, transport, quick spends

✅ Texts you can send

Spent $6 on coffee todayUber $18 to office yesterdayGroceries $72 Whole Foods

📊 What it tracks

DateCategoryItemAmount

Preview

Preview 1Preview 2Preview 3

Scroll to see more images →

Setup Guide

1

1. Create your copy

Click the 'Use This Template' button below the page. Google Sheets will prompt you to make a copy — save it anywhere in your Drive and rename it if you'd like.

2

2. Sign in & Add Your Sheet

Go to your Chat2Sheet Dashboard and sign in. Click 'Add New Sheet' and select the Google Sheet you just copied from your Drive.

3

3. Select the 'Log' Tab & Connect

Make sure the tab called 'Log' is selected — this is where your entries will be added. Then click 'Connect Sheet' to finish linking it.

4

4. Share Edit Access

Open your Google Sheet, click 'Share' (top right), and add [email protected] with Editor access. This allows Chat2Sheet to write entries to your sheet.

5

5. Link Your Phone

Back in your dashboard, connect your WhatsApp or Telegram number so Chat2Sheet knows where to receive your messages.

6

6. Test a message

Send something like 'Coffee $5' to your connected chat. Within seconds, it will appear in your 'Log' tab and update your dashboard.

Ready to start?

Get your copy of the sheet and link it in seconds.

Use This Template (Free)