Expense Tracker · Free · No account
A business expense tracker with project, receipt and tax columns.
The business setup has categories such as Travel, Software, Equipment and Professional fees. It adds Project or client, Tax-deductible and Receipt reference columns. The Summary gives a total for tax-deductible costs, so there is one figure for your accountant at year end.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Choose the purposeChoose personal, business or claiming back. This sets the wording on the Start Here sheet. Then pick the currency and name the log.
- Choose the columnsWrite your categories and payment methods, then switch on Shop or payee, Project or client, Tax-deductible, Receipt reference, Claiming back and Account or card as needed.
- Download and logStart typing in row 6 of the Expense Log, one payment a row. The Summary and the Check column update as you go.
Build your workbook
Preview: Business expense tracker. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
What is different in this setup
Sole traders, freelancers and small businesses who want costs recorded against a project with the receipt easy to find.
- Categories such as Travel, Software, Equipment and Training.
- Project or client column for costs you recharge.
- Tax-deductible Yes or No with a total, and a receipt reference.
Sheets included (5)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- Expense LogEvery payment, one per row. Start typing in row 6.
- SummaryTotals by month, category and payment method, and the largest payments. Worked out from the Expense Log.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Some calculations do not workMany calculations on the Summary sheet and the Expense Log sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for these calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Does Tax-deductible follow tax rules?
No. You set Yes or No for each payment, and the Summary totals the Yes entries. Confirm which costs qualify with your accountant.
Does it store the receipts?
No. The Receipt reference column records a number or the place where the receipt is stored. The images stay in your own folder or app.
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Tell us what you would like to add, change or fix in the Expense Tracker builder.