Monthly Budget Tracker Template

#budgettracker

#budgettrackingtemplate

#monthlybudgettracker

Monitor expenses with ease

If you own a business or work in a finance department, you know how difficult it can be to monitor costs and stay within budget. From office expenses to employee travel to social gatherings, there’s a lot to keep track of.

You should consider using an online budget tracker if you need some help with:

Completing expense forms
Gathering details
Gaining budget visibility

Wrike’s monthly budget tracker template can help you tackle these obstacles.

Use a tailor-made form to ensure all expense details are logged
Organize your costs by category
Get multiple budget views on one platform

Create a digital hub

No more sticky notes and paper receipts — upload all your expense information to Wrike. Use our online budget tracker as your single source of financial truth, saving you time searching through email threads and filing cabinets.

Visualize your spending

Losing track of costs? Our monthly budget tracker gives you a bird’s-eye view of expenses so you can instantly assess your spending habits. Zone in on specific figures by switching from a month-wide calendar view to a table report.

Stay within budget

However small, cost overruns can have big implications for overall project success. With this budget tracking template, you can regularly monitor your spending to ensure you’ve allocated enough resources for your monthly activities.

Install in existing account

So, now you’re ready to use the monthly budget tracking template in your Wrike workspace.

Luckily, this template is highly intuitive — simply follow these three steps to get your new budget tracker up and running.

Step 1: Log your expenses

Search for the ready-made request form, which is labeled “Company Expenses.”

Enter the expense category, type, amount spent, date, and a brief description.

Include any additional comments and then submit the form. You can then choose how to view this information in your “Monthly Budget Tracker” space.

Step 2: Categorize your budget

Wrike’s monthly budget tracker template includes sample folders to get you started:

Meals and Entertainment
Office Expenses
Professional Services
Rent and Leases
Travel

Tailor these folders and their subfolders to suit your organization’s spending habits.

Step 3: Monitor your costs

Get a month-wide view of your costs in the “Monthly Budget Calendar.” Each expense category is color-coded for maximum visibility.

You can also get a breakdown of your expenses in the “Monthly Budget Report.” View budget figures, dates, and assignees at a glance, adjusting details where necessary.

Track more than budgets

As well as the monthly budget tracker template, Wrike also offers a range of other project management tools. Get full visibility into your team’s workload and ensure all deliverables are completed on time.

Here are some features that can help you monitor company resources, task status, and project timelines:

Our versatile task management software has everything you need to simplify your project tracking and guide your organization from one successful month to the next.

Install in existing account

What does the monthly budget tracker template do?

This template enables teams to log new expenses, categorize these costs, view expense reports, and get a month-wide view of company spending.

What does this template include?

Wrike’s monthly budget tracker template includes pre-made folders and subfolders, as well as an in-built request form, calendar, and report.

Who should use the monthly budget tracker?

This budget tracking template is designed for business owners or finance managers who want to streamline costs and get a full overview of their company’s monthly spending.

How do I set up the template if I’m an existing user?

You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.

Click the ‘+’ button in the upper-right corner of your workspace.
Select ‘Space’.
On the page that opens, hover over the use case you want and click ‘Preview’. You can use the search bar above the list to look for the required template.
Now, you can see more information about the use case. Click ‘Select’ to create a space.

You can add this template to an existing space.

Are there any prerequisites to install the template?

Yes, there are.

To use this template, you need to have at least the Business plan or up. Check our plans here.
This template is available only to account owners. Check your role in your account.
To use this template, you need the following features available in your account: folders, tasks, request forms, reports, calendars, custom fields.
This template is available in English only.

Why can’t I find this template in my account?

Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the template, feel free to reach out to the Wrike support team.

Monthly Budget Tracker Template

Monitor expenses with ease

Why you need the monthly budget tracker

Create a digital hub

Visualize your spending

Stay within budget

Simplify your finance tracking

How to use Wrike’s monthly budget tracker template

Step 1: Log your expenses

Step 2: Categorize your budget

Step 3: Monitor your costs

Track more than budgets

Resources for finance managers

Want to ensure your projects don’t go over budget? Follow these top tips

Find out how Umpqua Bank used Wrike to improve reporting and increase vendor visibility

Learn how to scale your resource management practice with Wrike’s collaborative tools

Your all-in-one budget tracker

FAQ

How to install this template in your account

Subscribe to Wrike news and updates