
Annual Report
Docs + Word6 pages
Free
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.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Expenses tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. The template is free to copy. Make a copy in Google Sheets, or download the Excel file and use it as you like.
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.
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.

Docs + Word6 pages
Free
Excel
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Sheets + Excel4 slides
FreeSheets + Excel3 slides
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Sheets + Excel3 slides
Free
Sheets + Excel3 slides
Free