Credit Card Control Excel Template

Credit Card Control Excel Template is designed to help you manage your credit card expenses effectively. By entering purchases made with your credit card, the spreadsheet automatically distributes the amounts across months according to the number of installments.
The spreadsheet consists of five sheets:

Sheets in Credit Card Control Excel Template

1. Settings
   Fill in your credit card details.
   Necessary: Only fill blank cells. The remaining cells contain formulas.
2. Expense Categories Registration
   Define and register categories of expenses that will be used in the “Products/Services” sheet.
3. Products/Services Registration
   Enter the products or services you’ve purchased and link each one to its corresponding expense category defined in the previous sheet.
4. Credit Card Purchase Entry
   Record your credit card purchases by selecting a product or service, entering the number of installments, the purchase date, and the total amount.
   Important: Only input data into blank cells; all other cells contain pre-existing formulas to ensure accuracy.
5. Dashboard
   View your credit card data and analyze key expense indicators through intuitive cards and charts. Filter results by category and payment conditions using the dropdown boxes provided.

This tool simplifies expense tracking, automatically calculates monthly allocations, and offers a clear, organized overview of your spending to maintain financial control, helping you plan and manage your budget more effectively and accurately.