Simple Expense Report Template
Download a Simple Expense Report Template for
Excel | Google Sheets | 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.
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Monthly Expense Report Template
Download a Monthly Expense Report Template for
Excel
| Google Sheets
Keep your expenses organized and under control with this versatile monthly expense report template. The template features month-over-month records, with each month listed on a separate sheet, as well as a year-to-date total. This printable template is perfect for individuals, small businesses, fundraisers, project managers, contractors, construction workers, consultancies, and event managers who need to track expenses. Use it to stay on top of your finances and make better budgeting decisions.
Try one of these free business budget templates for your organization’s budgeting needs.
Personal Expense Template by Month
Download a Personal Expense Template by Month for
Excel
| Google Sheets
Consider using this personal expense template to effectively track your personal expenses on a monthly basis. With its user-friendly spreadsheet format, this printable expense template automatically calculates totals for you. You can customize the template to include only the expenses you want to monitor. Each month has its own dedicated sheet, making it convenient to track both monthly and annual expenses.
Expense Sheet Template
Download an Expense Sheet Template for
Excel
| Google Sheets | Smartsheet
This basic, printable 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.
Weekly Expense Report Template
Download a Weekly Expense Report Template for
Excel
| Google Sheets | Smartsheet
Some businesses require employees to submit a weekly expense report so that expenses are tracked and reimbursed at consistent intervals. This printable template provides a detailed record of expenses for each day of the week. You can edit the expense categories to match your needs, whether it’s travel costs, shipping charges, business meals, or other expenses. There is room for describing the business purpose, the payment type, and subtotals.
Travel Expense Report Template
Download a Travel Expense Report Template for
Excel
| Google Sheets
Use this detailed, printable 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.
Expense Report With Mileage Tracking Template
Download an Expense Report With Mileage Tracking Template for
Excel
| Google Sheets
Many businesses and organizations reimburse employees for mileage costs. This printable mileage expense sheet can be used to record and calculate any miles accrued for business purposes. Enter the rate per mile and number of miles to calculate the total reimbursement amount. You can include odometer readings and any pertinent notes about the travel purpose or outcome.
Business Expense Reimbursement Form
Download a Business Expense Reimbursement Form for
Employees can use this expenses template to request reimbursement for business costs, and employers can use it to document that remuneration has been paid. This is a basic, printable expense report template for describing costs, listing amounts, and recording the dates of each transaction. It can also easily be modified to include more columns or additional information.
Explore these small business budget templates to find effective tools for managing the financial health of your company.
Printable Template to Fill Out Manually for Business Expenses
Download a Printable Template for Business Expenses
Microsoft Word
|
Adobe PDF
| Google Docs
If you need a printable business expenses template, this template provides an itemized outline in table format and is perfect for manually filling in your expenses. Use this easy-to-fill template to document various expenses, the dates they were accrued, total costs, and employee information. This is a simple form that can be modified to suit your business.
Download one of these free small business expense report templates to help ensure your small business’ expenditures and reimbursements are accurate.
Credit Card Expense Report Template
Download a Credit Card Expense Report Template for
Microsoft Word
|
Adobe PDF
| Google Docs
This template summarizes credit card expenses to track business purpose and amount spent. This printable expense report should be accompanied by receipts for each transaction listed. This can be used for tracking monthly credit card expenses and to support accounting practices.
Annual Expense Report Template
Download an Annual Expense Report Template for
Microsoft Word
|
Adobe PDF
| Google Docs
Use this annual expense report to itemize monthly, quarterly, and yearly totals. This printable form provides a quick breakdown of costs for different business categories and creates a brief report. There is also room for notes if additional information needs to be included.
Startup Expenses Template
Download a Startup Expenses Template for
Excel
| Google Sheets
This comprehensive expenses-tracking template is designed for startups to monitor all the expenditures related to launching a new business. The printable template consists of pre-built sections for specific expense categories, such as building and real estate, leasehold improvements, location and administrative expenses, opening inventory, capital equipment, advertising and promotional expenses, and miscellaneous expenses. It offers a ready-made report that can be shared with key stakeholders and investors to review your startup's expenses.
Daily Expense Report Template
Download a Daily Expense Report Template for
Excel
|
Adobe PDF
| Google Sheets
This printable daily expense report template is a versatile solution for various industries such as nonprofit, fundraising, construction, events, trucking, and more. It empowers you to track and monitor daily expenditures efficiently, ensuring timely and accurate reimbursements.
Petty Cash Expense Report Template
Download a Petty Cash Expense Report Template for
Excel
| Google Sheets
For organizations that keep petty cash on hand to pay for incidental expenses (e.g., paying for employees’ lunches, reimbursements, office supplies, etc.), this printable template is the perfect solution to track minor, one-off expenditures. The template provides Currency on Hand, Quantity, and Balance columns for each petty-cash expense. The template then allows you to reconcile these expenses with Total Reconciled Petty Cash and Total Approved Petty Cash cells, and the over-under difference between the two.
What Is an Expense Report?
An expense report is a document used to track business-related expenses, such as transportation, food, lodging, and conference fees. This report includes details about each expense and acts as an organized record for reimbursement or accounting purposes.
An expense report can be used in various scenarios, such as tracking mileage and gas expenses during work-related travel, documenting client meetings that involve meals or entertainment, or recording office supply purchases made by employees. Maintaining these reports is crucial for budgeting and tax purposes.
Requiring receipts for all listed expenses on a report is essential to minimize errors and facilitate tax filing and audits for businesses. Regularly collecting expense reports from employees, whether on a weekly or monthly basis, serves as a safeguard against budgeting inaccuracies and helps ensure responsible use of funds.
An expense report can vary in length and complexity depending on your business requirements. It can range from a simple form to a more detailed document. Typically, an expense report includes a comprehensive list of expenses, with each item accompanied by a corresponding description. Expenses are often categorized, such as mileage, meals, hotel costs, or employee training. In the case of a travel-specific report, additional details about the destination and purpose of travel may also be included.
When listing expenses for reimbursement, it is essential to include any advance payments, which should be deducted from the total reimbursement amount. Additionally, the expense report should feature a signature line for approval and provide contact information for the individual requesting reimbursement. To maintain accurate records, it is advisable to indicate the specific time period during which the expenses were incurred.
What Is an Expense Report Template?
An expense report template is a tool that allows businesses or individuals to track and manage their expenses. An expense report template helps you record and organize your expenses, making it easier to get reimbursed and keep accurate financial records.
Expense report templates are not only helpful for tracking business expenses but can also be useful in creating a personal budget. Whether you're managing your monthly income and household expenses, undertaking a remodeling project, or planning a special event like a wedding, a personal budget can help you keep track of your primary expenses. It enables you to identify areas where you can reduce costs and increase your savings.
While expense reports may vary, they typically include the following sections, which you can customize to suit your expense-tracking needs:
- Name: Enter the name of the individual to be reimbursed upon submission of the expense report.
- Department: Specify the department where the employee or individual works or the department responsible for reimbursement.
- Manager: Provide the name of the manager overseeing the individual who can authorize expense reimbursement.
- Date: Indicate the date(s) when the expenses were incurred.
- Description: Provide a brief description for each expense.
- Expense Category: Categorize expenses into specific categories such as transportation, lodging, food, or mileage.
- Subtotal: Calculate the total of all expenses.
- Advances: Record any advances given to the individual being reimbursed.
- Total Reimbursement: Calculate the final reimbursement amount by subtracting any advances from the subtotal.
- Authorized By: Enter the name of the person authorized to approve the expense reimbursement.
- Receipts: Attach all relevant receipts to the expense report for accurate and timely payment processing.
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