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Overview

There’s a fine line between fancy and frugal. Especially when you start tallying your true spending. Your “Office Supplies” budget may be wafer thin, but if your “team lattes'' allowance is ballooning, your budget may not actually be so budget-friendly.

If you’re looking for a dynamic tool to help with this, look no further than Airtable’s expense tracking template. It can replace spreadsheets or Google Sheets and simplify the tracking of expenses large and small.

Sometimes you don’t need a complex budget calculator—just a better way to track, say, monthly personal expenses. Or maybe you need to tally expenses for a long-running project at work.

This template is flexible enough to streamline accounting for all sorts of costs, including:

  • Monthly business expenses
  • Travel expenses such as airfare, hotels, car rentals, food, and any expenses incurred while traveling for work
  • Personal expenses such as your rent or mortgage, utilities, insurance, and debt payments
  • Costs attached to an event or event series

What is an expense tracker?

An expense tracker is a tool that monitors and records everything from daily spending to vendor payments and departmental line-items.

While every company’s needs are different, most expense trackers share a few common features, like:

  • Formulas that help calculate expenses
  • Columns that specify details such as date, amount, methods of payment such as credit card or cash, expense categories, and more
  • Rows to record each expense item

Who is this expense tracker template for?

Whether you work in a large corporation, a small business, or you’re just tracking personal spending, this simple expense tracker template lets you see all your costs in one place.

For example, if your employees travel, this tracker is helpful for recording travel-related expenses including lodging, travel, and meals. On the personal front, you might use it to monitor costs tied to a wedding or a home remodel.

Benefits of using our expense tracking template

This expense-tracking tool can help you:

  • Make informed financial decisions by having clearer data around budget planning.
  • Better understand your own or your company’s financial situation by comparing budget estimates to actuals.
  • Create different views of your expenses, helping stakeholders visualize what’s being spent and on what.
  • Print this template with the click of a button
  • Save time and money by leveraging built-in formulas, so you can spend less time crunching numbers and more time on the fun stuff.

Explore more free templates: asset tracker, contractor time tracker, project tracker.

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