Free CSV template
Small-business expense tracker template for monthly control
Record every business expense in one consistent table, preserve receipt references, reconcile bank and card activity, and prepare reliable category totals for a monthly review.
Download the CSV templateWhat the template includes
How to use it
- 1Open the CSV in Excel, Google Sheets, or Numbers and replace the example transactions.
- 2Record one row for every bank, card, cash, or reimbursement expense.
- 3Use consistent categories and keep the receipt or invoice reference with each entry.
- 4Reconcile the tracker with each account, then review category totals every month.
Useful for
Frequently asked questions
Can I use this expense tracker in Excel or Google Sheets?
Yes. Download the CSV and open or import it in Excel, Google Sheets, Numbers, or another spreadsheet application.
What business expenses should I enter?
Record every business outflow from bank accounts, cards, cash, payment platforms, and employee reimbursements. Identify transfers separately so they are not counted twice.
Does this replace accounting software?
No. This tracker is a practical recording and management-review tool. Use accounting software and a qualified adviser for bookkeeping, tax, payroll, and statutory reporting requirements.
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