How to use this template pack
Give owners a layout they can copy into any spreadsheet or notebook. It solves a real recurring problem and makes their year-end records easier for you to work with.
What is inside
- The logDate
- The category listSoftware
- Mixed spendingSometimes a payment is partly personal, or you paid a business cost from a personal account.
- Recurring costsList every cost that repeats, so none of them surprises you.
- The monthly summaryAt the end of each month, total each category.
- The monthly reviewEvery cost has a category.
- Receipts and file namesName every receipt file the same way, so you can find it in seconds.
- A note for your accountantBlank: Hi [name], I have attached my expense log for [period].
Three title ideas for your own version
- The monthly expense log
- A simple expense tracker template
- Track your costs in ten minutes
Where to promote it
- client emails
- small business communities
What should an expense log template include?
A date, supplier, short description, category, amount and a receipt tick. This sample adds a category list and a monthly review step.
Make this template pack your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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