Business Expense Tracker Spreadsheet
Bookkeeping for a freelancer, contractor or small business without accounting software: log receipts, invoices and trips, and the tracker gives you income, expenses and net by month and by quarter, expenses by category with the deductible amount, sales tax collected and paid, invoices still outstanding, and a mileage deduction, ready for your return or your accountant.
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 Business-Expense-Tracker-US.xlsx
- Excel Business-Expense-Tracker-Canada.xlsx
- PDF Business-Expense-Tracker-Quick-Start.pdf
Also sold on Etsy; buying here costs less and the files are the same.
Bookkeeping for a freelancer, contractor or small business without accounting software: log receipts, invoices and trips, and the tracker gives you income, expenses and net by month and by quarter, expenses by category with the deductible amount, sales tax collected and paid, invoices still outstanding, and a mileage deduction, ready for your return or your accountant.
WHAT YOU GET
- Business Expense Tracker, US file (miles, sales tax) and Canadian file (km, HST/GST 13% set): Start here, Dashboard, Summary (by month, by quarter, by category, tax net to remit), Settings, Categories (19 to start, deductible share), Expenses (3,000 rows), Income (1,000 invoices with status), Mileage (1,000 trips)
- Quick-start PDF
36,616 formulas, recalculated and checked for errors before listing.
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. Categories and deductible shares are starting points; your accountant or tax authority decides what is deductible for you.
- 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.
