if you run an international business or manage a large sales team, for example, travel and hospitality expenses can quickly add up. it’s more efficient to have all of that information centralized in one place, online. sheetgo’s spreadsheet-based workflow template is a pre-built system for automated expense tracking that can be used by any business. if you work in a very small team and you’re happy to manage your expenses in the same file, check out our basic expenses template. you will find that the spreadsheets contain sample data to demonstrate how the template works. click on one of the individual expense tracker files to open it inside sheetgo. when a member of staff pays for something that they need to put on their expenses, they should record it in the expenses tab in their personal spreadsheet.
that’s just to remind you that this is a connected tab, pulling data from the other files — so don’t try to edit this tab. the next time you update the workflow, this data will be sent to the individual expense tracker files. once your colleagues are regularly submitting their expenses into their spreadsheets, there is no need to run the workflow manually. select how frequently you want the data to be updated: from once an hour to once a month. this enables you to automate another step of the process. if you need a simple spreadsheet template to track expenses yourself, try our one-file template. sheetgo is a cloud-based software that allows you to create and automate workflows straight from your spreadsheet.
at the bottom of this page you will learn about these expense templates that allow you to select a “category” for each expense, as well as to view totals for each category. below in each section are instructions for each individual template, but here are general instructions that are relevant to all of the templates: first i will show you the templates that allow you to track expenses and your budget for a single month, or simply to track your expenses / budget on a single sheet. below are the 1-year versions of the expense and budget tracker templates, which allow you to track expenses / budget in for each month of the year. some versions allow you to track the entire year on a single sheet, where others allow you to track the expenses / budget for each month in an individual tab. in this template, you can track your expenses and your budget for up to one year on a single sheet, but this version will allow you to set a total monthly budget, for each month.
in this version, you can track your expenses for 1 year, where each month is tracked on an individual tab. below are two new versions of the expense tracker templates, which allow you to select a category for each expense. note that the tab in the single sheet version of the template is almost identical to the monthly tabs in the 1-year version. in this version you can track your monthly expenses and categories for each expense, on individual tabs (1 per month), and view the totals / trends for the entire year on the “dashboard” tab. on the “dashboard” tab of the 1-year version, you will also be able to view total for each category, for the entire year, displayed in the cells on the left side of the sheet, as well as in a column chart on the right.
use this automated expense tracker template in google sheets to submit expenses and monitor your team’s spending in live dashboards. 9 free budget and expense tracker templates for google sheets. a resource providing several spreadsheet templates/trackers for both expenses and budgeting in easily track your receipts and manage expenses on the go with expensify. just take a photo of your receipt and expensify automatically transcribes the, google sheets expense tracker, google sheets expense tracker, expense tracker template excel, google sheets expense tracker template free, google forms expense tracker.
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