Monthly expense report template excel free download

An expense report provides an accurate record of business costs, which is important for budget planning and tax reporting. Providing receipts for all expenses listed on a report helps prevent mistakes and prepares businesses for filing taxes and completing audits. Collecting expense reports from employees on a weekly or monthly basis can safeguard against budgeting errors and helps ensure that money is being well spent.

Depending on your business needs, an expense report may be lengthy and detailed or a simple form. It will typically include an itemized list of expenses along with a description for each item. Expenses may be separated into categories, such as mileage, meals, hotel costs, or employee training. If the report is specifically for travel, it may include information about the destination and reason for travel.

Any advance payment for costs should be listed and subtracted from the total cost of reimbursement. For accurate record-keeping, the time period in which the costs were accrued can be listed. A personal budget tracks your primary expenses and may reveal where you can cut costs and increase savings. To use these Word and Excel expense templates, click on the download button, save the file to your device, and customize or print the template as needed.

Excel Smartsheet. 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. Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet. Watch a free demo. 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.

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.

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.

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.

There is room for describing the business purpose for different expenses, the payment type, and subtotals. 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. 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. A balance sheet can be a useful tool for communicating with investors and summarizing complicated financial data into a simple spreadsheet.

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. 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. Now you can quit collecting all manner of scribbled receipts and whatnot because not every expense incurred during the trip can be billed.

An employee expense can be reimbursable or non-reimbursable. If you are running a company or working as an employee, take note of the following points: An employee company policy expenses provide an outline of how a work-related expense can be generated in an organization These expenses are categorized into two categories.

They are: a Expenses directly paid by the organization on behalf of the employees. And, b Expenses paid by the employees which are reimbursable. Having a clear expense policy for a company will help both the company and employees grow positively. The expenses include travel expenses made by employees.

They contain fees spent on accommodation, legal documents, transportation fares, medical expenses, local transportation, and other expenses such as meals and business materials. Expense Report Template Excel omextemplates. This report documents the necessary expenditure that someone an employee, student, etc. This will usually involve traveling, and so the most common types of expenses will include gas or fuel charges; meals; lodging fees; and public library fees, printing charges, etc.

The Excel Business Expense Template is a good starting point if you want an idea of how this form is laid out for professional settings.