Expense Tracker · Free · No account
An expense claim tracker for costs you are waiting to get back.
The reimbursements setup adds four claim columns: whether a cost is to be repaid, its claim status, the date submitted and the date repaid. Each row shows ◐ To claim, ◐ Waiting, ✓ Repaid or ● Rejected, so unpaid claims stand out.
- 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: Expense claim 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
Employees and contractors who pay work costs personally and want to know which claims are still outstanding.
- Claim status: Not claimed, Submitted, Approved, Repaid or Rejected.
- Two date columns, Submitted and Repaid, for each claim.
- Repaid claims turn grey, and the Summary totals what is repaid.
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.
Can I see what I am still owed?
Yes. The Summary shows the total still owed and the total repaid, and lists the claims still to be repaid, oldest first.
Can I add a company card?
Yes. Company card is already one of the payment methods, and you can rename or add methods in the builder or on the Lists sheet.
Request a tool or send feedback
Request a tool or report a problem
Tell us what you would like to add, change or fix in the Expense Tracker builder.