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TemplateFree template

Expense Report Template

Free Excel template for small businesses and contractors tracking reimbursable expenses.

Reimbursable expenses that aren’t tracked consistently either get forgotten (costing the employee or contractor money) or disputed later (costing everyone time). A simple, consistent format fixes both.

This spreadsheet tracks date, category, vendor, and amount per expense, with receipts flagged and a running total calculated automatically.

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Questions

What expense categories should I use?

Common categories include travel, meals, software/subscriptions, supplies, and client-related costs, adjust the Category column to match what your business actually has.

Do I need receipts for every expense?

Policies vary, but most businesses require a receipt above a small threshold (e.g. $25). The "Receipt attached" column makes it easy for whoever approves the report to spot gaps quickly.

Documents

Keep every client document in one place.

startbuddi keeps your documents next to the client, the project and the invoice, so nothing lives in a stray folder.

Start with the one thing you need. The rest is there when you're ready.