Receipt & Expense Tracker: every receipt and every job totalled, with spending by category in Excel

Receipt & Expense Tracker

CA$19
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Receipt & Expense Tracker: every receipt and every job totalled, with spending by category in Excel
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  • Receipt & Expense Tracker: every receipt and every job totalled, with spending by category in Excel
  • What's included: the tracker workbook in example and blank copies, and the Start Here guide
  • Enter each receipt once and see the spending by category, by job and by month
  • Close-up of the expense log: date, who you paid, amount before tax, tax and total for each receipt
  • Close-up of spending by category: before tax, total and share of the spending
  • Close-up of spending by job: before tax, tax and total for each job
  • How it works: download, open the workbook in Excel and enter your categories and jobs, then each receipt
  • Example and blank versions of the expense tracker workbook
  • Receipt & Expense Tracker: every receipt and every job totalled, with spending by category in Excel
  • What's included: the tracker workbook in example and blank copies, and the Start Here guide
  • Enter each receipt once and see the spending by category, by job and by month
  • Close-up of the expense log: date, who you paid, amount before tax, tax and total for each receipt
  • Close-up of spending by category: before tax, total and share of the spending
  • Close-up of spending by job: before tax, tax and total for each job
  • How it works: download, open the workbook in Excel and enter your categories and jobs, then each receipt
  • Example and blank versions of the expense tracker workbook
Receipt & Expense Tracker
Back-Office

Receipt & Expense Tracker

CA$19

Prices in Canadian dollars. Any tax that applies is shown at checkout.

An Excel expense log for receipts and business spending, with totals by category, by job and by month, the receipts still to find, and what you paid out of your own pocket.

Log each receipt as you go: the date, who you paid, the category, the job, how you paid, the amount before tax and the tax. Leave the job blank for overhead. Mark the receipt kept and note where it is filed.

The Summary totals spending by category, by job and by month across your business year, and checks each table against the log. Rename a category or a job and the rows still using the old name are flagged, with a warning on the Summary until you fix them. This workbook is a record-keeping tool, not tax or accounting advice: ask your own accountant what you can claim.

  • Workbook Expense log and summary, example and blank
  • Start Here 4-page PDF guide
  • Page size Letter, 8.5 × 11 in

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Expense tracker, Excel (.xlsx), four sheets, in two versions. Up to 300 expense rows, 20 categories, 30 jobs and 8 payment methods. Summary by category, by job (with overhead) and by month, each checked against the log; receipts not kept; and money owed back for anything paid personally.

Start Here guide, 4-page PDF. What is included, the sheets, keeping the log, the worked example totals, protection in Excel and your licence. A record-keeping tool, not tax advice.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: desktop Excel 2016 or later for Windows or Mac, and Excel for the web.
  • PDF, letter size: the Start Here guide (4 pages).
  • Fonts: the PDF guide uses Cormorant Garamond and Inter, built into the file. The workbook uses Georgia and Arial, which come with Windows and macOS.
  • Not included: tax or accounting advice, receipt scanning or bank feeds, PowerPoint or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.16 MB) holding all three files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the workbook isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

Is this tax advice?

No. It is a record-keeping tool. Ask your own accountant which expenses you can claim and how long to keep receipts.

What if I rename a category?

Rows that still use the old name are flagged in the Check column, and the Summary shows a warning until the totals match again.

Can I set my own year?

Yes. Enter any date in the first month of your business or tax year; the Summary shows that month and the 11 after it.
A note on tax and records

The categories, the tax label and the sample receipts are editable examples, not recommendations. Which expenses you can claim, how tax paid is reported and how long to keep receipts depend on where you work and on your business, so confirm them with your own accountant or tax adviser before you rely on the totals. The workbook is a record-keeping tool; it is not accounting software and does not file anything. Not tax or accounting advice.