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Google Sheets Expense Tracker Template

4.5 (4 reviews)

Small business spreadsheet for income and expenses Google Sheets. Record your costs and get monthly reports. Dynamic dashboard included. Fully printable.


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TEMPLATE DESCRIPTION

All businesses have various types of expenses. Tracking them becomes a puzzling and burdensome job. For this reason, we developed this Google Sheets Expense Tracker Template for you to do spending analysis easily.

expense report template google sheets

This template is basically a cost analysis spreadsheet where you can record your targeted expenses and actual costs. It also makes a cost breakdown and compares estimated vs. actual costs and creates a visual dashboard for you to analyze the results.

Google Sheets Expense Tracker Template Features

Business Expense Tracker Template has three main elements.

Estimated

In the Estimated sheet, you need to list all your monthly targets regarding the expenditures of your company.

There are three main parts, which you need to fill, in the sheet: Expense Category, Expense Type, and Month columns.

Estimated costs tracking

Write the category of the cost, specify the type, and simply determine your estimations by month. After that, you can go to the page Actual in the Expense Tracker Template.

Actual

Subsequently, you will see the Actual tab in the expenditure tracker. In this part, you will enter your actual expense data. The Expense Category and Expense Type columns will be filled automatically. You don’t need to refill the information on those columns.

Actual vs estimated cost analysis

Again, write all your total expenses month by month. Then, you can continue on the Dashboard section.

Dashboard

Dashboard of the Google Sheets Expense Tracker Template contains expense reports and graphs with dynamic filters.

expense report graphs and charts

All the info in the Dashboard will be generated according to the data you entered into Estimated and Actual sheets concurrently.

You can also change the settings of Start Year, Start Month, and Currency from the dashboard.

start year for the monthly spending analysis

Additionally, you will find the cost breakdown analysis in the dashboard. You will reach the significant info such as the Actual Estimated ratio here.

printable cost breakdown

Google Sheets Expense Tracker Template Summary

  • Expense Report Template in Google Sheets
  • Monthly expense tracker with visual dashboard
  • Dynamic cost breakdown analysis
  • Fully printable
  • Informational notes included
  • Works on both Mac and Windows
  • Suitable for all devices (mobile, desktop, tablet)

Expense Tracker is a ready-to-use Google Sheets Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our Custom Services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

4 reviews for Google Sheets Expense Tracker Template

  1. David D

    I just want to miscellaneous category on the dashboard. How?

    • Someka

      Hi David,

      After you input your miscellaneous category and its data on the Estimated and Actual sheets, please go to the dashboard and choose the related category from the dropdown menu on the top of the graphs.
      categories in expense tracker

  2. Mark Sanester

    I used it in Excel what is the difference?

    • Someka

      Hi Mark,

      Expense Tracker has the same structure as a template both in Excel and Google Sheets. However, the features of Excel and Google Sheets vary. For example, Google Sheets is an online spreadsheet program, you can use it without any installation, and you can edit the file simultaneously with your team members.

  3. Shane B.

    Thank you great

  4. Sara

    WOW FINE LOOKING

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