![]() Keep track of purchases and other expenses by recording the payment method, type of transaction, amount of payment, and other details. This basic expense spreadsheet template is designed for tracking expenses, whether personal or business related. Download Monthly Income and Expense TemplateĮxcel | Smartsheet Expense Sheet Template for Excel ![]() It can be adjusted to include whatever expenses you want to keep track of, and each month is a separate sheet, making it easy to track monthly and annual expenses. This Excel expense template provides a straightforward spreadsheet format and calculates totals for you. Use this template to track both income and expenses on a monthly basis. Expenses are itemized, and the total reimbursement amount is calculated for you, minus any advance payments.Įxcel | Smartsheet Monthly Income and Expense Template for Excel You can customize the template by changing the column headings for categorizing expenses, or adding new columns if needed. This expense report is a simple spreadsheet template for documenting the date, type, and total amount for each expense. Get a set of Smartsheet templates to capture expense submissions, receive automated expense approval requests, and track and share reimbursement status. We've also provided expense report templates in Smartsheet, a real-time work execution platform that empowers you to more easily track, share, and manage expense reports than in Excel. To use these Word and Excel expense templates, click on the download button, save the file to your device, and customize or print the template as needed. To address both personal and business needs, we've included a variety of free expense sheet templates below, from formal expense reports to simple budgets for personal and event planning. A personal budget tracks your primary expenses and may reveal where you can cut costs and increase savings. For accurate record-keeping, the time period in which the costs were accrued can be listed.Įxpense sheets can also be useful for creating a personal budget, whether you're tracking monthly income and household expenses, embarking on a remodeling project, or planning a wedding. It's also important to include a signature line for approval and contact information for the person requesting reimbursement. Any advance payment for costs should be listed and subtracted from the total cost of reimbursement. ![]() If the report is specifically for travel, it may include information about the destination and reason for travel. Expenses may be separated into categories, such as mileage, meals, hotel costs, or employee training. It will typically include an itemized list of expenses along with a description for each item. Collecting expense reports from employees on a weekly or monthly basis can safeguard against budgeting errors and helps ensure that money is being well spent.ĭepending on your business needs, an expense report may be lengthy and detailed or a simple form. Providing receipts for all expenses listed on a report helps prevent mistakes and prepares businesses for filing taxes and completing audits. An expense report provides an accurate record of business costs, which is important for budget planning and tax reporting. For example, you can use an expense report to track mileage and gas used on the job, meetings with clients that include meals or other entertainment, or even office supplies purchased by an employee. But an expense report can also be used to document any business expense for which an employee needs to be reimbursed. Multipart article by Andy Marker on Nov 28, 2016Īn expense report is commonly used for recording business travel expenses such as transportation, food, lodging, and conference fees.
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