Free Small Business Expense Reports, Trackers, and Spreadsheets Templates

We’ve rounded up the essential collection of small business expense reports to simplify expense tracking for your organization. Accurately tracking expenses — whether with a report, spreadsheet, or tracker — can help keep your spending on budget.

Included on this page, you’ll find a small business expense template for monthly and daily tracking, a template for tracking startup expenses, and a spreadsheet for monitoring income and expenses. Plus, get tips on completing small business expense tracker templates.

Simple Small Business Expense Report Template

Download a Simple Small Business Expense Report Template for
Excel | Google Sheets

This printable small business expense report template offers an easy way to track company expenses. Use the existing category names or enter your own column headings to best track business expenses. Use this spreadsheet to track payments, itemize expenses, and more. Once you enter the amounts, the template automatically calculates total reimbursements. There is also a section where you can add detailed descriptions of expenditures.

Take a look at additional free expense report templates to ensure you accurately account for everything in your expense report.

Small Business Monthly Expenses Template

Download a Small Business Monthly Expenses Template for
Excel | Google Sheets

This monthly small business expenses template allows you to track expenditures in a detailed, organized way. The template includes a running year-to-date total (which enables you to see your expenses month over month), and allows you to edit the expense categories to match your company’s needs. The template lists each month on its own sheet to provide you with more detail into your monthly expenses.

Small Business Daily Expense Report Template

Download a Small Business Daily Expense Report Template for
Excel | Adobe PDF | Google Sheets

This daily expense report template is perfect for small business owners and employees to track expenditures. With this easy, clear format, you can organize your expenses to ensure that reimbursements are timely and accurate. Plus, use the daily expense report to track meeting, entertaining, lodging, and travel expenses, and customize the printable template to provide even more detailed financial information.

Small Business Expense Sheet Template

Download a Small Business Expense Sheet Template for
Excel | Adobe PDF | Google Sheets

Use this small business expense sheet template to track and categorize expense-related payments and payment methods. This template automatically calculates a running subtotal of payments, and allows you to track expenditures by date, method of payment, or payee. You’ll find space to add even more detailed expense information to ease accounting tasks and make tracking easier.

Take a look at more small business budget templates for additional tools to help manage the financial health of your company.

Small Business Start Up Expenses Template

Download a Small Business Start Up Expenses Template for
Excel | Google Sheets

Use this printable template to track the expenses and capital needed to launch your small business. Enter your capital resources and expenses to develop a complete picture of your fiscal requirements, and fill out the sections for administrative, marketing, and office costs, as well as for start-up funding and investments. This template is a great way to get a complete overview of your company’s initial fiscal health.

Take a look at these additional startup budget templates to find one that perfectly matches your small business needs

Small Business Spreadsheet for Income and Expenses Template

Download a Small Business Spreadsheet for Income and Expenses Template for
Excel | Google Sheets

This small business spreadsheet template helps you track income and expenses on a month-to-month basis. Add income categories specific to your business and organize expenses to align with your accounting needs. Use the monthly trackers on individual sheets to track your company’s financial health.

Take a look at more small business operating budget templates for additional trackers and spreadsheets to meet all of your budgeting needs.

What Is a Small Business Expense Report Template?

A small business expense report template is a tool to track daily or weekly expenses. You can add cost, administrative expenses, vendor payments, reimbursable employee costs, and more. A template can help you track all expenses for clear, organized accounting.

It’s critical for small business owners to accurately track expenses, and using a template can simplify the process. Customize the categories in the templates on this page to fine-tune your tracking to meet your exact financial needs. Track costs and expenses on a weekly, monthly, or yearly basis, in as much detail as is required for your business.

A small business expense tracking template typically includes the following features, many of which you can customize:

• Name: Track expenses by employee or group name.
• Employee ID: Use employee identification numbers as an alternate way to track expenses.
• Statement: Organize expense reports with a statement number to allow for easy cross-referencing and document retrieval.
• Department: Many businesses have separate budgets for each department. Enter department details to assign expenses correctly.
• Manager: Enter the name of the manager responsible for the employee incurring expenses.
• Date: Enter the date of the expenditure.
• Description: Add descriptions of costs and expenses for more detailed accounting.
• Expense Category: Organize your costs into typical categories, such as rent, taxes, utilities, legal, marketing, payroll, and inventory.
• Purpose of Expense: Beyond categorizing expenses, it can also be helpful to track the purpose of each expenditure.
• Authorized By: Enter the name of the authorizing employee for any expenses incurred.
• Total: View total expenditures.
• Monthly or Weekly Tracking: View total costs and expenditures by week, month, or year.

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