Professional Expense Tracking Template for Businesses
Use this free template with Google Sheets and Microsoft Excel
Template Specification
Key Features of This Template
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 personal finance Excel 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 Google Sheets templates for free, exclusively on our website.
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