Monthly expense tracker free printable how to#
Monthly expense tracker free printable download#

Submit Your Expense Report: Submit your completed report, including all receipts, to your manager or other authorizer so they can complete the authorization section and quickly issue reimbursement.Most templates will calculate this amount automatically. Calculate the Total Reimbursement: Subtract any advances from your total expenses.Enter Any Advances: Include any money that was advanced to the employee requesting reimbursement.Calculate the Total Expenses: Once you’ve entered each individual expense, calculate the subtotal of all expenses paid.Entertainment: Record the cost of any reimbursable entertainment purchases.Meals: Record the cost of any business meals.Now, enter the following things in the datasheet. It will navigate you to the data entry sheet. From your main template sheet, click on the Data button.

Monthly expense tracker free printable how to#

Fuel and Mileage Cost: Record the amount spent on gas or the total mileage at the beginning and end of expensed car trips. Please follow me to learn how to use this template to track your expenses: 1.Lodging Cost: List any costs related to accommodations.Air and Transportation Cost: List the amount of any travel-related expenses.Description: Briefly describe the expense.Date: List the date the expense was paid.Fill in Expenditure Information: For each reimbursable expenditure, provide relevant details for each of the following categories:.

Pay Period: Select a date range for the expenses.

Statement Number: Assign a statement number to the report.

Purpose: Provide the purpose of the expenses.

Department: Identify the department issuing the reimbursement.

Manager: Enter the name of the approving manager.

Employee ID: Enter that employee’s unique ID number.

Employee Name: Enter the name of the person requesting reimbursement.

Fill in Identifying Information: Fill in the following fields so that anyone can identify the report at a glance:.

Open the Document: Open your expense report template in Excel.

Once you have selected and downloaded your template, follow these steps to create your expense report: Next, save a copy of the template using your organization’s file naming conventions.

Monthly expense tracker free printable download#

To get started with your claim for reimbursement for your travel or other business expenses, download an Excel expense report from this page. Select an Excel expense report template from this page, and plug in your expenses for timely reimbursement from your employer.

The most effective way to create an expense report in Excel is to use a preexisting expense report template.

Getting started with the Smartsheet API.

ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.

Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.

Partners Learn about the Smartsheet partner program and access our partner directory.

Community Explore user-generated content and stay updated on our latest product features.

Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.

Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.