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Expense Tracker and Budgeting   Excel template (XLSX)
$45.00

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Expense Tracker and Budgeting (Excel XLSX)

File Type: Excel template (XLSX)

#2 in Expense Tracker $45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
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DESCRIPTION

This product (Expense Tracker and Budgeting) is an Excel template (XLSX), which you can download immediately upon purchase.

Controlling expenses is important.

If you want to maximize the profits of a business, it is important to understand exactly where you stand on various cost categories. This simple tracker will make it easy to tighten up expense reporting and measurement against a defined expense budget per month.

If you don't control expenses, they will control your business. The first step in getting this part of the business under control, is looking at them and knowing what they should be every month.

This Accounting spreadsheet was designed to tighten up expense tracking and budgeting. It was made to be super easy for anyone to use. This sheet will work for up to 250 expense categories and you can enter well into 40 to 50 thousand line items before the sheet starts to get unstable.

The unique expense categories are defined in a single column and then that drives what you can select from the expense category column in the data entry tab. All you need to enter is the date, amount, category, and expense description.

The sheet will automatically calculate the total expenses by month and by categories. You can manually define a monthly expense budget and a visualizations will show how your actual expense compare to this budget over time. There is also annual tracking / visuals.

I did add an automated filter section where the user can report all the line items in a given expense category filtered by amount and a separate report that filters by most recent date.

NOTE: The download includes an Excel version and the Google Sheet link. The Google Sheet version just requires a free Gmail account to use. The Excel version will work fine except for the last two filter tabs. For those two work for you, you must have Office 365 as well as to be in the 'Office Insiders' program (free).

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Expense Tracker Excel: Expense Tracker and Budgeting Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping


$45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  

OVERVIEW

File Type: Excel xlsx (XLSX)
File Size: 162.8 KB

ABOUT THE AUTHOR

Additional documents from author: 161

I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork.

After over 400 jobs completed with a 100% success rate, I now run my own modeling/consulting practice and continue to build new financial models every few weeks. [read more]

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