BUSINESS SPREADSHEETS
Business expense tracker template.
Download an expense tracker spreadsheet with dates, merchants, categories, receipt references and totals for personal and company-paid expenses.
See the completed example ↓WHEN TO USE IT
A clearer next step.
Use this to organize business costs before reporting or reconciling them. It is a tracker, not a bank feed or automatic tax calculation. Keep supporting receipts with your normal records.
SEE IT IN CONTEXT
A completed example.
EXAMPLE WORKBOOK · USD
| Date | Merchant | Category | Business purpose | Receipt | Paid by | Final amount |
|---|---|---|---|---|---|---|
| 2026-09-03 | Example Rail | Travel | Client workshop travel | R-001 | Personal | 80 |
| 2026-09-03 | Example Hotel | Accommodation | Workshop overnight stay | R-002 | Company | 140 |
| 2026-09-05 | Example Software | Software | Project design software | R-003 | Personal | 30 |
The download includes Instructions, Summary and Entries sheets, with 200 prepared rows. Green cells contain formulas; blue cells are for your entries.
Entry sheet
Date, merchant, category, business purpose, receipt reference, paid by and final amount.
Automatic totals
A summary separates all expenses, personally paid expenses and company-paid expenses.
Capacity and editing
Use the 200 prepared rows. Formulas use that fixed range; extend them if you add more rows. The Instructions sheet explains the editable cells.
KEEP YOUR WORK MOVING
The next step, in your browser.
Use the expense report generator alongside this template to prepare your next document or work through the numbers.
GOOD TO KNOW
A few useful answers.
How do I use this template?
Download the workbook and open Instructions first. Set the currency label on Summary, then enter records in the blue cells on Entries. The green formula cells calculate the results. The completed workbook demonstrates the formulas with fictional data.
Can I edit and reuse it?
Yes. Adapt it for your own work and keep a copy for future use. The workbook has 200 prepared entry rows; extend the formulas and summary ranges if you need more.
Are the completed example details real?
No. Names, dates, amounts and scenarios in the completed example are illustrative. They show how to organize the document; they are not recommended fees, actual payment instructions or records of a real transaction.
Keep a good thing going.
All business spreadsheets ↗Project budget template
An editable project budget spreadsheet with cost categories, planned and actual costs, variance formulas and an optional contingency calculation.
View template & exampleUnpaid-invoice tracker template
Track invoice totals, payments, credits, outstanding amounts and days overdue in a spreadsheet with an editable as-of date and working formulas.
View template & example