Owner Operator Expense Tracker
The books of a one-truck operation in one workbook: settlements from gross to net, every expense by category, fuel and miles by jurisdiction for IFTA, a cost-per-mile calculator with break-even rate, and a monthly profit and loss.
Checkout opens on Stripe. The download page appears the moment payment goes through, and your receipt email carries the link. Digital files only; nothing is shipped.
- Excel Owner-Operator-Settlement-Expense-IFTA-Tracker-US.xlsx
- Excel Owner-Operator-Settlement-Expense-IFTA-Tracker-Metric-CA.xlsx
- PDF Owner-Operator-Settlement-Expense-IFTA-Tracker-Quick-Start.pdf
Also sold on Etsy; buying here costs less and the files are the same.
The books of a one-truck operation in one workbook: settlements from gross to net, every expense by category, fuel and miles by jurisdiction for IFTA, a cost-per-mile calculator with break-even rate, and a monthly profit and loss.
WHAT YOU GET
- Settlements: dispatch and factoring fees calculate from your percentages, net pay calculates
- Expenses: 17 categories on a drop-down, deductible flag, month column
- Fuel & IFTA: purchases and odometer lines by state or province; IFTA summary by quarter with miles, gallons, cost and share per jurisdiction
- Cost per mile: fixed and variable costs, all-in cost per mile, minimum rate for your target margin
- P&L: monthly revenue, fees, expenses, net, net %, revenue per load, year totals, category totals and a chart
- Two files: US (miles, gallons, US$) and metric (km, litres, CA$)
- Quick-start PDF
48,722 formulas across the two workbooks, recalculated and checked for errors before listing. Sheets: Start here, P&L, Settlements, Expenses, Fuel & IFTA, IFTA summary, Cost per mile.
HOW TO USE
1. Buy, then download on the page that opens right after payment (your Stripe receipt email carries the same link).
2. Open the workbooks in Excel 2016 or later, Google Sheets or LibreOffice; the quick-start PDF opens in any PDF app.
3. Yellow cells are inputs, grey cells calculate. Replace the example rows with your own.
PLEASE NOTE
- Digital download only; nothing is shipped. Returns are not possible on digital files; if a file will not open, email [email protected] and it gets fixed.
- Works in Excel 2016 or later, Google Sheets and LibreOffice; drop-downs and charts included.
- Templates are not legal, tax or insurance advice. Have agreements reviewed by your own counsel and follow your own operating rules.
- For use in one business. Not for resale or redistribution.
Designed by A3E Studio (Ontario, Canada) and generated by our own software; every formula is recalculated and checked before listing.
