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LedgerReady Expense Tracker (Free): Auto-Categorising Spreadsheet

Free: paste your bank export and get a categorised list with totals by category

The free version of the LedgerReady Expense Tracker: paste your bank export, get a categorised list and a summary by category. Good for a first look at your numbers; the $9 PRO version adds the 12-month P&L, the override column, the receipt checklist and the export tab for QuickBooks Online.

WHAT’S INSIDE

  • Transactions tab with automatic keyword categorisation
  • Rules and Categories tabs you can edit
  • Summary tab: totals by category
  • Instructions and sample rows (synthetic data)

Works in Microsoft Excel and Google Sheets. Free digital download (.xlsx), 12 months of download access.

PLEASE NOTE: an organising tool, not accounting or tax advice. Support: ledgerready@mail.tab.bot · ledgerready.sites.tab.bot

Designed by LedgerReady with AI assistance; formulas recalculated and tested before listing.

Frequently asked questions