Finance template

Business Expense Tracker Template

Log spend, auto-categorise it, and see totals by category and month — a clean expense tracker without a single SUMIF.

Use this template free →
Opens in your browser with sample data · export to Excel any time · your data stays yours

Prefer the spreadsheet? Business Expense Tracker Template · Payroll Cost Model Template — free with an account, 3 free downloads.

See inside before you download: Business Expense Tracker Template · Payroll Cost Model Template

expense-tracker · sample dataLive
CategoryThis monthYTD
Software£4,200£38,600
Travel£1,850£15,400
Payroll£52,000£468,000
Marketing£9,800£84,200
Totals update as you add rows — no formulas.

What's inside this template

Auto-categoriesSpend grouped by category automatically.
Monthly & YTD totalsSee both at a glance.
Top-spend surfacingBiggest categories float to the top.
Export to ExcelHand it to your accountant.

How it works

Open the template

It loads with realistic sample data so you see a finished result immediately — nothing to set up.

Swap in your data

Type over the sample values, or upload your own file and map the columns in a couple of clicks.

Read, export, share

The tracker recalculates instantly. Export to Excel or send a live link.

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Common questions

What categories should I track expenses under?

Enough to make decisions, few enough to stay consistent — typically payroll, software, marketing, premises, professional fees and travel. Twenty categories that get filled in inconsistently are worse than six that don't.

Can I import expenses from my bank or card?

Yes. Export a CSV from your bank or card provider, upload it, and map the columns once. The categorisation and monthly totals compute from there.

Does this handle VAT?

You can hold gross, net and VAT as separate columns and total each. It's a management tracker rather than a VAT return, so it summarises rather than files.

Start from the Expense tracker template

Open it with sample data, swap in your own, and export in seconds — no formulas, no blank page.

Use this template free →
No card required · works in your browser · export any time