Advertisement. For this example, we’re using Visa, Mastercard, Debit Card, Checking Account, and Cash as our methods. This is an accessible template. I'm very new to Google Sheets and spreadsheets in general so please excuse me if the answer is blindingly obvious. Share these files with the team members who will submit expenses and make as many copies as you need for additional staff. Our Google sheets budget tracking template – Create your own version Below is a walkthrough of how to use the spreadsheet. Your First Custom Function — This tutorial teaches you how to create custom spreadsheet functions which can be used as part of normal spreadsheet formulas. 1. 3. Download this expense report and add the categories of expenses you think are most important. When your “expense tracking system” consists of pocketsful of crumpled receipts and several more digital ones buried in your email inbox, it's time for a change. Have your employees submit their business and travel expenses with this expense report form template. Simple Budget Template. Email the form to yourself. In the Question Title field, type Payment Method. Try Smartsheet for Free An expense report is commonly used for recording business travel expenses such as transportation, food, lodging, and conference fees. 1. If you choose to use Google Docs, you can simply edit it online and share with a number of other people. How to make an expense report? PCWorld Beautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter. Freelance contributor, One of the many wonderful uses of a spreadsheet is being used to keep track of one’s expenses. Make sure the “Include form in email” box is checked. Read our, Learn more about PCWorld's Digital Editions. I'm very new to Google Sheets and spreadsheets in general so please excuse me if the answer is blindingly obvious. Keeping track of your business expenses is the foundation of a solid business. How to create an expense tracker with Google Forms and Sheets. But do what works for you! Click the button to authorize the … Here are some of the best expense report templates for manual data entry: Basic Expense Template . This Google Sheets template can save you the time of creating something from scratch and helps you make sure you've got the documentation you need to get reimbursed for your expenses. Google Sheets makes your data pop with colorful charts and graphs. When you open Google Sheets from a computer, look for the “Monthly Budget” spreadsheet located near the top of the screen. Many apps and services can help you track your expenses on the fly, but it’s just as easy to create a simple one that you can customize using Google tools. 4. It allows you to track your expenses for a single month. This expense report can be edited in a number of software such as Google Docs, Word and Pages. However, you will definitely need the monthly expense sheets in order to fill this annual expense report if you really want to show an accurate picture of your annual expenses. These kinds of expense report forms take into account all of construction related expenses where it lists down each one in specific detail. You'll see how to build reports, find the best add-ons, and learn step-by-step how to create your own custom apps without coding inside of Google Sheets. Go to your email client and open the message. Repeat the above steps, but this time in the Question Title field type Payee, then click Done. Your spreadsheet automatically updates as you enter transactions into your expense tracking form. The expense report: the expense report can be integrated into any company’s human resources workflow. Copyright © 2020 IDG Communications, Inc. Get a set of Smartsheet templates to capture expense submissions, receive automated expense approval requests, and track and share reimbursement status. Excel Expense Report Template. Space is provided for advances and typical business trip categories; totals are automatically calculated. Monthly Expense Report Template You should see a form that looks like this: The finished Expense form as it appears in your email. Yearly overview of expenses in every category: With the way this Google Sheet is set up, I have an immediate overview of my yearly incoming and outgoing money, up to the very cent. To create your own income and expense tracking spreadsheet in Google Sheets: In the top row of your spreadsheet, starting in column B, type the name of each month (ex. Open Expense Budget Report - Google Sheets. Built-in formulas, pivot tables and conditional formatting options save time and simplify common spreadsheet tasks. Expense Reimbursement spreadsheet report. Here’s how to do it. Basics and working with Google Sheets. But an expense report can also be used to document any business expense for which an employee needs to be reimbursed. Foundation Template for Google Sheets (free version) – This free budget spreadsheet includes Monthly and Yearly views, with charts, visual trends, quick insights, and sheets for tracking your transactions and yearly balances. Your First Script — This tutorial covers the basics of writing and executing a script, demonstrating how to create a Google Document and send an email. Google Sheets lets you manage money with effective expense tracking with templates. View template. The expense report templates +More are available in A4 and US letter sizes. Spreadsheets come in different file formats, like Word and PDF, but the most popular type is available in spreadsheet Excel files. Repeat those steps again, and type Amount in the Question Title field. We’ve also provided expense report templates in Smartsheet, a real-time work execution platform that empowers you to more easily track, share, and manage expense reports than in Excel.