Monthly or Weekly Tracking: View total costs and expenditures by week, month, or year.Authorized By: Enter the name of the authorizing employee for any expenses incurred.Purpose of Expense: Beyond categorizing expenses, it can also be helpful to track the purpose of each expenditure.Expense Category: Organize your costs into typical categories, such as rent, taxes, utilities, legal, marketing, payroll, and inventory.business expense tracking spreadsheetFree monthly cash flow spreadsheet. Description: Add descriptions of costs and expenses for more detailed accounting. This free template helps you track business expenses using Schedule C tax categories.Date: Enter the date of the expenditure.You can make a copy of our Google docs template here. Most of the time, this will be an excel template because it is the simplest to use and easiest to customize based on your specific business. ![]() Manager: Enter the name of the manager responsible for the employee incurring expenses. To make tracking Schedule C expenses easier, the best option is to use a 1099 template (Schedule C template).Enter department details to assign expenses correctly. Department: Many businesses have separate budgets for each department.Statement: Organize expense reports with a statement number to allow for easy cross-referencing and document retrieval.Employee ID: Use employee identification numbers as an alternate way to track expenses.Name: Track expenses by employee or group name.Track costs and expenses on a weekly, monthly, or yearly basis, in as much detail as is required for your business.Ī small business expense tracking template typically includes the following features, many of which you can customize: Customize the categories in the templates on this page to fine-tune your tracking to meet your exact financial needs. It’s critical for small business owners to accurately track expenses, and using a template can simplify the process. A template can help you track all expenses for clear, organized accounting. You can add cost, administrative expenses, vendor payments, reimbursable employee costs, and more. ![]() Getting started with the Smartsheet APIĪ small business expense report template is a tool to track daily or weekly expenses.ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Customize an Excel template to suit your unique financial management needs, whether you're balancing the books of a small business or keeping track of your household budget. Community Explore user-generated content and stay updated on our latest product features. Keeping your finances in check is easy to start-and maintain- when you use an Excel budget planning template in your financial management routine. ![]()
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