Expense Sheet Template
Expense sheet template for tracking spending
Log what you actually spent: date, description, category and amount. Totals and the category and monthly charts build themselves, so the sheet is ready to hand over or file without extra formatting.
Business Suite
Expense Sheet
Record what was actually spent — dated line items by category with subtotals, tax and the final claimable total on a clean A4 sheet.
Use this templateOpens a fresh board — nothing to install and nothing to set up.
What you get
Dated line items
Every expense keeps its date, description, category and amount.
Automatic totals
Category and period totals add up as you type — no formulas to write.
Summary charts
A category breakdown donut and a monthly spending chart built from your rows.
Clean export
Export a tidy PDF instead of sending a raw spreadsheet.
How to track expenses on a sheet
- 1
Open the expense sheet
Start from the sheet above and set the period and who the expenses belong to.
- 2
Add line items
Enter each expense with its date, description, category and amount as it happens.
- 3
Check the summary
The category donut and monthly columns show where the money actually went.
- 4
Export for records
Export a clean PDF for the client, the accountant or your own files.
Common questions
Is the expense sheet free?
The expense sheet is part of the Plus template set. Free accounts get the starter templates including the CV, cover letter, invoice and planner.
Does it handle receipts?
It records the line items. Keep the receipt images in your workspace project alongside the sheet.
How is it different from the budget planner?
The expense sheet records what was actually spent; the budget planner sets what was planned and forecast.
Can I reuse it each month?
Yes. Duplicate the sheet for a new period rather than starting from a blank page.