An expense tracker template that Outlayr can import.
A free CSV template for Excel, Numbers, and Google Sheets, with the columns Outlayr's CSV import reads. Track your spending in the spreadsheet, and bring the rows into Outlayr when you move to the app.
Download the template (CSV)
- Columns
- Date, Note, Amount, Currency, Category, Type
- Opens in
- Excel, Numbers, and Google Sheets
- Dates
- Year first, like 2026-10-09. Dates like 10/09/2026 work too
- Amounts
- A number, with a dot or a comma for decimals
- Type
- Expense or Income
- Import
- In Settings, under Import data, as a CSV file
- Plans
- Rows whose category matches one of yours by name import on any plan. Outlayr Pro matches the rest with AI, up to 5,000 rows and 2 MB a file
How it works
Fill it in
Delete the sample rows and add one row per expense or income. Keep the header row as it is so Outlayr finds each column.
Save it as a CSV
Keep commas between columns, and save the file to Files or iCloud Drive on your iPhone.
Import it in Outlayr
In Settings, tap Import data, then CSV file, and pick the file. Check the rows and tap Import.
Questions
Is the template free?
Yes. Download it and use it in any spreadsheet app for as long as you like. Importing it into Outlayr is free too for every row whose category matches one of yours by name; the English file uses the categories a new Outlayr ledger starts with. Outlayr Pro matches other category names to yours with AI.
Does it work with Excel and Google Sheets?
Yes, and with Numbers. Outlayr reads a CSV with commas between columns. Some spreadsheet apps save CSV files with semicolons where decimals are written with a comma. If yours does, download the CSV from Google Sheets, which uses commas.
What if a row cannot be read?
It is listed as skipped before anything is saved, with the reason: an unreadable date or amount, or no matching category. Rows that look already imported are flagged too, so you can leave them out.