Thegoodocs.com Tracker Templates Expense Tracker Templates Professional Expense Tracking Template for Businesses

All Templates

Professional Expense Tracking Template for Businesses

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)

•

Last updated Updated June 20, 2026

•

Created by Natalia Prokhorenko

•

Type Monthly

Save

Preview of Professional Expense Tracking Template for Businesses for Google Sheets and Microsoft Excel

Template Specification

Format Google Sheets, Microsoft Excel

Created June 8, 2025

Last Updated June 20, 2026

Community Added to collections by 63 Users

Usage Stats 61 downloads this month

Key Features of This Template

Period Monthly Tracker Templates

About this template

Let's take a closer look at our Professional Expense Tracking Template for Businesses in Google Sheets and Excel. Obtain a spreadsheet featuring a comprehensive structure, multiple sheets for various purposes, and a strict, no-frills design. The best part is that you can get it for free right away or opt for our Google Sheets expense tracker template.

Our Universal Expense Tracking Template Is Suitable for Any Business

This spreadsheet contains five sheets. Each offers layouts for recording or getting a full overview of your business's expenses and profits.

For example:

Income. This section contains a table for recording detailed information about each transaction or payment to your business account. You can enter ID, Date, Invoice Number, Amount, Sales Tax, Net Income, Payment Method, Category, and Notes.
Expenses. This sheet features a similar layout. Here you can register data about all expenses from your business accounts and related payments.
Monthly Summary. This section consists of two tables, each with pre-made formulas for calculating Amount, Tax, Net Income, and Totals. You don't even need to enter anything here, as the data is taken from the completed tables in the Income and Expenses sheets.
Annual Summary. In addition to the basic automatic calculations by expense and profit categories for each month, this section features a chart showing the Profit-to-Expenses ratio for the selected year.

You can also use the Setup sheet to customize the drop-down lists used in other sections. Simply enter new names for payment methods, expense categories, and responsible persons. Use the best monthly tracker template, exclusively on our website.

Free Template

Download Free Template

Choose your platform and start editing right away

PLATFORM

Google Sheets

Opens in browser

Microsoft Excel

.xlsx

PAPER SIZE

A4 Landscape

Google Sheets – A4 Landscape

No account required • Attribution required

Add to Collection

Facebook

Twitter

Copy link

WHAT’S INCLUDED

Fully automated income and expense tracking

Monthly and annual summary charts

Editable Google Sheets and Excel formats

Pre-made formulas for quick insights

Tracker Tips

Update logs regularly to ensure accuracy.

Customize categories to fit your business needs.

Use charts for quick financial overviews.

Review summaries monthly to track business health.

FAQ

Is this template compatible with both Excel and Google Sheets? Yes, it supports both formats seamlessly.

Is it easy to use for beginners? Absolutely, it's designed for easy navigation and use.

Can I customize the categories? Yes, you can easily edit categories to suit your needs.

Is the template free? Yes, you can download it for free.

Does it include automated calculations? Yes, it has built-in formulas for automatic calculations.

How to Use and Edit This Template

Get Your Document

Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel

Customize Everything

Easily change colors, fonts, and layouts to match your unique style or brand identity

Add Your Content

Fill in your data, upload images, and replace the placeholder text with your own information

Print, Export, or Share

Print, export as PDF, or share instantly