Find more suggested budget categories here.Įach transaction can only go in one category. Examples of common expense categories are mortgage/rent, utilities, kids, pets, health, groceries, restaurants, cars, clothing, travel, insurance, and debt repayment. The next step is sorting your expenses in a meaningful way. Learn more → Suggestions for categorizing expenses in your template It’s completely free to try for 30 days, and you keep all data imported during your trial. Read: Getting your financial data into your spreadsheetsĪutomated workflow: Tiller can automatically update your spreadsheets with your daily spending, account balances, and other account balances from banks, credit cards, brokerages, and 21,000 other financial sources.Then you can either cut and paste your transactions into your spreadsheet, or export a CSV file that you can then either import directly into your sheets or again cut and paste data. Manual workflow: Log into your bank website. There are a couple of ways to get your bank and credit card transactions into your spreadsheets: How to get transactions from your bank into your expense template But first, we have a few suggestions about getting your transactions into your template and keeping up with categorization. You can even review your expenses on the go with free mobile apps for Microsoft Excel or Google Sheets.īelow are eight free expense tracking templates. Plus, with hundreds of free, pre-built templates, it’s easy to get started with tracking expenses in a spreadsheet. You can even enter all the respective amounts straight into the spreadsheet template before printing it out.Understanding (and improving) your financial situation starts with tracking your expenses.Īnd spreadsheets are one of the easiest tools for expense tracking. If you are an employee who was asked to merely save receipts for later reimbursement, you can download any of the business templates to record your spending. Using an Expense Sheet will normally be useful as printouts, so make sure you modify them to include the necessary details before printing them out. They are all available to download free of charge and are completely modifiable on your computer to suit your institution and your specific needs. These simple templates were created in Excel for Excel. An Expense Report will help both sides stay accountable on their spending.Īs references, these reports can also help you plan budgets for future trips.ĭownload Now How to Use These Expense Templates Keeping an Excel Budget is a good way to make sure you are not overspending, and part of this means you will need to have a record on what activities or commodities required necessary expenses on routine business or academic trips that you can’t work around. It is only reasonable that these expenses will have to be reimbursed by the company or institution that sent them on the trip, so you want to know what you’re paying for and whether this expense was necessary. The Expense Claim Form Template above can be used by a university’s students, staff, and other non-staff recruited by the institution. The Excel Business budget Expense Template is a good starting point if you want an idea of how this form is laid out for professional settings.
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