New 2011 FREE Download of My Savings & Shopping Tracker program

Introducing the NEW & Improved 2011 version of My Savings & Shopping Tracker!!

Last January my amazingly wonderful accountant husband created the first My Savings & Shopping tracker to help us all keep track of our shopping and savings amounts. I have had so much fun watching all my savings and spending amounts. 

Here are some of the new features added in the 2011 Savings & Shopping Tracker:

* Now you can include TAX in your money spent

* Savings charts (these are just fun..)

* New drop-down list for quick Navigation

* Page links for faster navigation

* Motivational message to keep you on goal

This Savings & Shopping Tracker is really easy to use! Basically when you get back from a shopping trip you can just go in and enter the info from your receipts. Then the program does the rest. It summarizes your total by yearly saved/spent as well as monthly! You can enter in a budget on each page and it will tell you how much you have left to spend. I love it!!! The program does all the work for you!

To get this free download and get to using it, download and save a copy of this spreadsheet to your computer. Then, open the Summary tab at the bottom of the program. This is where you can see all your year-to-date savings and spending totals! The only thing you will need to change on there is your monthly spending goal. Click on the $200 I have in there now and put your own monthly spending goal in.

Next, click on the current months tab at the bottom of the program (example January) and it will take you to the page where you can enter your receipts information every time you shop. Once again you can change your monthly spending goal by clicking on that area at the top and changing the amount.

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The information you will need to enter every time you get back from shopping is :

Date: just type it in the empty space under date column.This is optional of course.

Store: I am so in love with this brand new drop-down feature. Just choose a store and voila…there it is.

Savings Type & Amount: you now have the choice of rebates, club card/sale savings and coupon savings. Choose upt to two then enter the amount on the next line.

Total Spent + Tax: Enter how much you spent. You can optionally keep track of tax too if you want to this year.

New this Year: You must hit CTRL + U to update your summary page.

New Updates: You can now change out the stores names for the stores you shop at. This is how you do it:

Click on the box on the summary page of the name of the store you want to change. Backspace to delete the name and add your store’s name. After you have finished changing the names to all the stores you use (do not leave any of them blank) hit CTRL + U to update.

Then now when you go to your month’s (example January) you will be able to have your stores in the drop down menu!

And thats it! The program will calculate everything else! Do not enter the amount saved as the program will not allow you to. It totals how much you saved by adding up your savings from your receipt. (if you accidently click it and see strange numbers just hit escape. If you accidently mess this up, go ahead and shoot me an email and I will let you know how to fix it.)

Note about this My Savings & Shopping Tracker: this spreadsheet download is for personal use only. It is not intended to be used for monetary gain in any way and is copyright by happymoneysaver.com. If you are a blogger and want to share it with your readers that is wonderful (thank you!)..but I would prefer that you link to this post directly and not place my Savings & Shopper Tracker on your websites/blogs for download.

Enjoy keeping track of your savings and shopping!

FREE Download 2011 My Shopping & Savings Tracker 2.0 (excel)
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Comments

  1. I don’t have excel. Is there an alternative that it would work on? I think to buy excel is expensive. I don’t need excel for anything else.

    • Heidi, You could always download for free Open Office – then open up my excel page through that program. No need to go out and buy excel if you don’t have it. http://www.openoffice.org/

      I don’t have Open Office currently, so not 100% sure it will all come through perfectly in the spreadsheet…so if someone trys it let me know. I will also try to make a google docs version if possible too..

  2. LOVE IT! I am so excited. I was using excell to keep track of mine but I love yours. It is so easy. You and your husband are the best. Makes my OCD heart sing ;)

  3. Thank you so much for this file! I used yours last year and LOVED it. I’m very excited to be able to keep track of tax this year, what a great addition!

  4. This is awesome! My only recommendation, would be to allow another area of savings on on row so you can put your club card savings and your coupon savings in seperately on the same line…just a thought

  5. I’ve been looking for one of these for a long time & I’m excited to get started on this spreadsheet. Question…what do I enter into each field (savings, spent, tax) when I have BOTH club card savings & coupon savings? ~Thanks to you and your programmer!!

    • Amy, I think you could do a separate line if you want to for the same receipt. One would have the Club Card savings, and one the coupon savings. You don’t have to enter the amount spent on the first one… Gonna have to think on that one though.

  6. That’s so great of you (and your hubby) to share with us. Thanks!

  7. I love this and used yours last year too! I’ll add to my website, thanks for sharing!

  8. Yeah! I’m with Amy…loved how the old one separated out coupons/club cards. :) Can your hubby figure that one out?? Thanks so much to you and to him!!

  9. I have excel for Mac, not to familiar with excel and no the programs vary a little for Mac vs Microsoft – the dropdown list didn’t work for me? It could be me or because I have Excel for Mac? Help?

  10. Kelli Vawter says:

    Love the program….thank. Do you know if I could change some of the store names? I live in the Houston area.

  11. The new version 2.0 will give another coupons savings column. I also have allowed you to fill out whatever regional stores are in your area and they will be on the list. Look for the new and improved version tomorrow.

  12. Okie – dokie!! All fixed –now you can add stores and more than one savings type.

    If you would like any other features please leave a suggestion…and he will look at them for next years version. :)

    Enjoy everyone…I would love to hear at the end of this year some of your grand totals!

  13. THANK YOU for the V2 improvements. They’re exactly what I was hoping for. (Especially the ability to change stores. For instance, we don’t have Target, but do have Shopko.) Awesome turnaround. Thanks!

  14. Thank you so much for this! I was just thinking that with the new year I would really love to start keeping track of all my coupon savings! This is the perfect solution!! :)

  15. This is great! Thank you so much. I’m just starting this whole thing and your website is SO helpful!! I would only add that it would be great if the directions were included in the spreadsheet, so we don’t have to try and find them by searching your website if we need a reminder of what does this or that in the spreadsheet.

    Thanks again! You’re making my life easier…and happier!!

  16. I can’t get the stores to save. It saves on the summary page & on the charts page, but when I try to put in, for example, Dollar General, on the January page, it won’t allow it & doesn’t show it on the drop down menu. Do you know what I’m doing wrong? (I did hit ctrl U while on summary page). The message I get is “the value you entered is not valid. A user has restricted values that can be entered into this cell” Thanks…know I’ll love this once I get it going!

  17. I’m also having a problem similar to Lora.
    I changed the names of the store as directed (even leaving in a store I do not have in my area so I wouldn’t change the format or number of lines) My stores show up in the drop down box but do not imput the values on the ytd summary page. I just tried safeway and it didn’t update even after pressing ctrl-u? any suggestions?

  18. I just downloaded this today, and noticed on the current version, the pull down menus for the month of January are disabled. I see them on every other month, just not January. :/

  19. I am having the same problem as Rebecca. Can you Excel geniuses tell us how to enable the drop down menus for Jan. This is awesome, thank you so much for sharing and for you and your husbands time in putting it together.

  20. I figured out what I did wrong. I didn’t use the backspace key right, I double clicked on store name & THEN back spaced. It worked when I just clicked on store once & back spaced. Maybe this will help someone else.

  21. I had my husband look at the program, and he says it looks like it is working on our end. If you need help with yours can you please email me at happymoneysaver@gmail.com and I will have my hubby look at your downloaded version. :)

  22. This is so great. I started tracking my spending this year and have done a pretty good job of it using your tracker. Question: what do you do (personally) if you have a rebate? do you include it in this spreadsheet with your coupon savings? Just wondering, thanks!

  23. Hi, I absolutely love this spreadsheet, I have put all of 2010 in and have begun with 2011. I was just wondering if there was the ability to add more lines to add more stores, I have tried but keep getting an error.

    Thanks,

    Christina

  24. I can change the names and get them to show up on the drop down list but it just gives me an #N/A for the amount spent and the amount saved. I really love this tracker and want to figure out what I’m doing wrong. It won’t calculate any percentages or amount spent per store. Is this supposed to show up as I go? The store that I added doesn’t graph any savings. It’s there on the graph but it’s stays blank after I input totals. Can you help me. I tried to download a new one to see if I’d messed it up somehow.

  25. christina R says:

    Hi, I love the website you created. I would just like to know what I’m supposed to put in for Savings – savings type – saving – savings type ?? confused?
    Also would your husband be able to create a nice coupon tracker. Similiar to what you made, but one to actually track your coupons. So instead of looking through the book, I would be able to go on the spreadsheet and see what coupons I have. Please let me know. Thank you for all your help !!
    Christina

    • Hi, thanks so much! Under savings, savings type you can choose between coupon savings or store sale savings I believe. So that way you can actually track them individually if you wanted to.

      As for the coupon tracker, that would be cool! I will let him know you are interested in that.

  26. Hello Karrie,
    Thank you so much for this program I LOVE IT !!!! I have been using it now for a few months. I have a little problem with it and hope you can help me out. I changed the name of a couple stores and now they are not linked. I have to manually enter the savings and expenditures. The names of the stores showed up fine they just do not compute totals on the Month page, YTD page, nor the graph. I am definitely no computer whiz and hope there is an easy fix. Please help if you can. thank you,,Pennie

  27. Danielle says:

    I love this speadsheet, thank you for making it! Only suggestion would be to add a column for % saved. I love to figure that up on all my transactions.

    • Unplug appliances that aren’t used daily, shut down your copetumr every night, use those new spiral shaped light bulbs, open the blinds during the day, use a clothes line to dry clothes, wash clothes in cold water, turn down the hot water tank.

  28. I am having the same issues as Krista back in March and Pennie. I updated my stores easily but now they are linked to the individual Month pages. I have an N/A across the board. Could someone please let me know what I may be doing wrong? Thanks!

  29. I am new to the idea of using coupon. I have not yet done it at all actually. I have had friends who have amazed me, but I do not want to buy things I do not want or turn all my extra space in my house into storage to store all the “good deals”. I am interested in saving money on the things that I do need and will use. I have been getting your emails, but still am unsure how to use it. Like for example, I see that sometimes the deals or coupons are a link and you can print them out, but what about the ones that are not links. how do you get those deals.
    for example: $1/2 pillsbury frosting or brownie mix, exp. 1/31/12 (RP 11/01/11)

    Where do I find that coupon or is it even a coupon? is it just a sale.

    does using coupons take alot of time?

    Thank you for answering my questions.

  30. Can you send me a link to the Cuties valentine stickers? I can’t seem to find them on the website.
    Thank you!

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