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Bookkeeping and RecordsTrackerGoogle Sheets

Monthly Expense Tracker

Log and categorise business expenses month by month. Keep clear records for your accounts.

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What it's for

This spreadsheet helps you record and categorise all business expenses throughout the year. It automatically totals each category and gives you a clear picture of your spending.

Who it's for

Self employed individuals, landlords, and small business owners who need to track expenses for tax purposes.

How to use

  1. 1Make a copy of the Google Sheet or download the Excel version.
  2. 2Enter each expense with date, supplier, amount, and category.
  3. 3Attach or link to receipts where possible.
  4. 4Review category totals at month end.
  5. 5Use the summary for your year end accounts.
  6. 6Keep a backup with your tax records.

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