Get Printable Expense Trends Sheet

Let's jump right into the step-by-step guide! Step 1: Download our free expense tracker template. ... Step 2: Set up header information. ... Step 3: Set up expense categories. ... Step 4: Fill the template with line items. ... Step 5: Total expenses by category. ... Step 6: Add receipts and relevant source documents.

Using the Expense Report Template in Excel: Use the dropdown menus to select payment type and category for each expense. For each expense, enter the total cost. Attach all necessary receipts to the document. Submit for review and approval!

Make a Copy of the Google Docs Simple Expense Tracker Template. Click the Google Docs Simple Expense Tracker template to open it. Click the File menu, then Make a Copy. Rename the Google Docs template with a unique title (e.g., “Miami Sales Convention Expense Report - 202x”) and designate a folder to save the template.

Those will become part of your budget. The 50-30-20 rule recommends putting 50% of your money toward needs, 30% toward wants, and 20% toward savings. The savings category also includes money you will need to realize your future goals.

How Do You Create an Expense Sheet? Choose a template or expense-tracking software. Edit the columns and categories (such as rent or mileage) as needed. Add itemized expenses with costs. Add up the total. Attach or save your corresponding receipts. Print or email the report.

How to create a budget spreadsheet Choose a spreadsheet program or template. Create categories for income and expense items. Set your budget period (weekly, monthly, etc.). Enter your numbers and use simple formulas to streamline calculations. Consider visual aids and other features.

In short, the steps to create an expense sheet are: Choose a template or expense-tracking software. Edit the columns and categories (such as rent or mileage) as needed. Add itemized expenses with costs. Add up the total. Attach or save your corresponding receipts. Print or email the report.