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The title slide and first slides of the Business Expense Tracker template

Business Expense Tracker

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
3
Difficulty
Beginner
Updated
November 6, 2026

Every slide (3)

Overview

The Business Expense Tracker template is for small businesses and sole traders who need a clear record of their costs. The Expenses tab holds each receipt with its vendor, category, sales tax, whether it is tax-deductible and whether the receipt is kept. The dashboard totals spending by category and by month, and counts the receipts still missing.

It comes with sample data. Make a copy, replace the sample rows with your own, and the formulas, dropdowns and charts update on their own.

Useful for

  • Keeping records ready for a year-end accounts review
  • Checking which receipts are still missing before filing
  • Working out sales tax paid and tax-deductible spending

What's included

  • 3 tabs: Dashboard, Expenses, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Expenses: a table
  • 2 charts that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Expenses tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Business Expense Tracker template free?

Yes. The template is free to copy. Make a copy in Google Sheets, or download the Excel file and use it as you like.

Does it work in Excel?

Yes. Download the .xlsx file from this page and open it in Excel. The formulas, dropdowns, checkboxes and charts work the same way as in Google Sheets.

Is the 8 percent sales tax rate fixed?

No. The rate is written into the Sales tax formula on the Expenses tab. Change it there and the tax and totals update for every row.

  • #expense-tracker
  • #business-expense-tracker
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

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