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It serves a much-needed purpose of clean categorization and consistency across all company-wide transactions. The drop-down lists within the expenses spreadsheet template aren’t included to gloss over Excel’s, how do we say it, “bare” aesthetics. Use sheet headers to give context and clarity to budget reviewers Step 3: Set up expense categories Simply open the download file to follow along with the steps below! Overwrite the dummy data with your business expenses while keeping the built-in formulas. It already contains the standard tracking fields for dates/vendors/amounts and pre-built formulas to automatically sum totals by category. Rather than building an expense tracker from scratch, use our free Excel expense report template as a head start. Let’s jump right into the step-by-step guide! Step 1: Download our free expense tracker template With your essentials gathered, we have all the ingredients to customize an expense report template in Excel. Expense categories: Define a list of expenditure types relevant to your operations.Expense receipts and documentation: All transaction records to input (Why not get a jumpstart on your next expense report?).
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Any Excel version: We’ll use universal spreadsheet functionality.Want to save even more time? Try ClickUp Brain free How to Create a Business Expense Report in Excelīefore we begin, let’s cover the core components needed:
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This brings us to the main event: Setting up expense management! We hope you achieve a healthy level of organized data so you’re not surprised by last-minute budget changes and have the most accurate financial picture.