Small Business Expense Tracker

What it does

• Expenses: date, vendor, description, category, payment method, total paid and the sales tax on the receipt, plus a column for the receipt's file name or link
• Before-tax amount and deductible amount calculate for every expense, using the deductible share you set for each category (for example 50% for meals)
• Categories: 16 starter categories you can rename, room for 20, each with its own deductible share
• Mileage log: date, from, to, purpose and distance, valued at your rate per km or mile
• Monthly summary: before-tax totals for every category in every month of the year, the year total, the deductible amount and the sales tax paid, plus a mileage line
• Dashboard: total spent, sales tax paid, deductible amount, average per month, number of expenses, biggest category, a table by category and by month, and two charts
• No monthly copying: one list for the whole year. Change the year on the Settings tab to see another year
• Room for 2,000 expenses and 500 trips. Works in any currency and with any sales tax name (GST, HST, VAT, sales tax)

What you get

• XLSXSmall-Business-Expense-Tracker.xlsx (blank)
• XLSXSmall-Business-Expense-Tracker-with-Sample-Data.xlsx (a filled-in example: 62 expenses and 18 trips)
• PDFQuick-start guide (PDF)

Good for

Freelancers, self-employed people and small businesses who want every expense, receipt and business trip in one place, ready for tax time.