XXLFormula AI
Pro TemplateFinanceBeginner

Expense Tracker & Reports

4.7· Updated Apr 2026

Log expenses on a clean form, and let the workbook take care of categorisation, monthly summaries, and end-of-year reports. Built for freelancers, small teams, and anyone submitting expense claims.

Excel compatibleGoogle Sheets compatible
Expense Tracker & Reports — XLFormula AIHomeInsertFormulasDataViewfx =SUM(B2:B13)ABCDEFGHI12345678910111213141516Expenses by CategoryTotal$22,140DateVendorCategoryAmountJul 02Whole FoodsGroceries$142.30Jul 03ShellFuel$54.10Jul 05NetflixSubs$15.99Jul 06UberTransport$22.40Jul 08AmazonShopping$88.75Jul 09Electric Co.Utilities$118.00Jul 10CafeDining$18.20DashboardDataSettings+

Screenshots

Key features

  • Simple entry form with drop-down categories
  • Monthly, quarterly, and yearly summary tabs
  • Reimbursable vs. company-paid split
  • Attachment / receipt-link column
  • Auto pivot-ready structure

What's included

  • Excel .xlsx workbook
  • Google Sheets version
  • Category taxonomy examples
Included with Pro

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Frequently asked questions

Can multiple people submit expenses?
Yes — use the Google Sheets copy with edit access and the Person column separates submissions.

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