Simple Expense Report Template for Excel
Download Simple Expense Report Template
This expense report is a simple spreadsheet template for documenting the date, type, and total amount for each expense. You can customize the template by changing the column headings for categorizing expenses, or adding new columns if needed. Expenses are itemized, and the total reimbursement amount is calculated for you, minus any advance payments.
Monthly Income and Expense Template for Excel
Download Monthly Income and Expense Template
Use this template to track both income and expenses on a monthly basis. This Excel expense template provides a straightforward spreadsheet format and calculates totals for you. It can be adjusted to include whatever expenses you want to keep track of, and each month is a separate sheet, making it easy to track monthly and annual expenses.
Expense Sheet Template for Excel
Download Expense Sheet Template
This basic expense spreadsheet template is designed for tracking expenses, whether personal or business related. Keep track of purchases and other expenses by recording the payment method, type of transaction, amount of payment, and other details. You can refer to this expense sheet as an easy reference tool, create a monthly expense report, and quickly add up expenses over any time period.
Event Budget Template for Excel
Download Event Budget Template
This event budget template provides itemized lists of expenses and revenue sources, comparing projected and actual totals. It includes a pie chart showing a breakdown of expenses and the percentage of budget each category is using - this makes it easy to create a visual event expenses report to share with others. Compare profits and losses to inform your future event budget planning.
Weekly Expense Report Template for Excel
Download Weekly Expense Report Template
Some businesses require employees to submit a weekly expense report so that expenses are tracked and reimbursed at consistent intervals. This template provides a detailed record of expenses for each day of the week. You can edit the expense categories to match your needs, whether it’s travel costs, shipping charges, business meals, or other expenses. There is room for describing the business purpose for different expenses, the payment type, and subtotals.
Business Budget Template for Excel
Download Business Budget Template
If you need to track small business expenses and develop a balanced budget, this business budget template calculates costs for goods and services. Enter your operating expenses from marketing to payroll and office supplies, and weigh these against your income. The template shows projected income and expenses alongside actual amounts, which is helpful for future budget planning.
Personal Budget Template for Excel
Download Personal Budget Template
Creating a personal budget can be a great tool for financial management, and also help you identify and reach your monetary goals. This monthly expenses template compares your outgoing costs to income and savings, and includes a dashboard view for a quick visual reference. Income, savings and expenses are all itemized, so you can track different sources and get a comprehensive picture of your financial situation.
Balance Sheet Template for Excel
Download Balance Sheet Template
Use this balance sheet template to compare assets and liabilities, creating a quick report on your company’s current financial standing. A balance sheet can be a useful tool for communicating with investors and summarizing complicated financial data into a simple spreadsheet.
Travel Expense Report Template for Excel
Download Travel Expense Report Template
Use this detailed travel expense report template to keep track of business trip expenditures. The template includes mileage tracking, other transportation costs, lodging, meals, and more. There is also space to list miscellaneous expenses that may not fit in the other categories. You can include contact information for employer and employee, as well as info on the travel destination and purpose for the trip.
Business Mileage Tracking Sheet for Excel
Download Business Mileage Tracking Sheet
Many businesses and organizations reimburse employees for mileage costs. This mileage expense sheet can be used to record and calculate any miles accrued for business purposes. Enter the rate per mile and number of miles to calculate the total reimbursement amount. You can include odometer readings and any pertinent notes about the travel purpose or outcome.
Business Expense Reimbursement Form for Excel
Download Business Expense Reimbursement Form
Employees can use this expenses template to request reimbursement for business costs, and employers can use it to document that remuneration has been paid. This is a basic Excel expense report template for describing costs, listing amounts, and recording the dates of each transaction. It can also easily be modified to include more columns or additional information.
Money Manager Template for Excel
Download Money Manager Template
Use this money manager template as a combined expense tracker and budget planner. Record the details of each transaction, including the account type, category, and date.
Expense Report Templates for Word
Business Expense Template
Download Business Expense Template
If you need a business expenses template for Word, this report provides an itemized outline in table format. You can document various expenses, the dates they were accrued, total costs, and employee information. This is a simple form that can be modified to suit your business.
Credit Card Expense Report Template
Download Credit Card Expense Report Template
This template summarizes credit card expenses to track business purpose and amount spent. This expense report should be accompanied by receipts for each transaction listed. This can be used for tracking monthly credit card expenses and to support accounting practices.
Annual Expense Report Template
Download Annual Expense Report Template
Use this annual expense report to itemize monthly, quarterly, and yearly totals. This form provides a quick breakdown of costs for different business categories and creates a brief report. There is also room for notes if additional information needs to be included.
Discover a Better Way to Manage Expense Reporting and Finance Operations
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.