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10+ Expense Analysis Templates in PDF

Expense analysis in a business is a very technical work and is beyond the scope of most bookkeepers. Usually, the task is given to the CFO of a company. If he is a good one, then he should probably be doing it without being explicitly told to do so. More time spent on the analysis does not equate to better results. What really matters are the answers.

5 Steps to Create an Expense Analysis in MS Word

Step 1: Create a New Document

Open MS Office and create a new document. You might use any other spreadsheet software that you feel comfortable with. If you have some other software you can use that as well. Write ‘Expense Analysis’ as the title of the document. Change the font size to around 20pts make it look like a title.

Step 2: Income Section

One of the benefits of using a spreadsheet is that you won’t be having to create tables separately. Write the headings as ‘income source,’ ‘estimated,’ ‘actual’ and ‘difference’ for the four columns that we are going to be using. We are going to make an assumption of how much we will be making and write that in the cell adjacent to the actual amount. This is because we might be having some passive income sources which might not always earn you the same amount.

Step 3: Expenditure Section

In the expenditure section, we are going to use create columns as well. The first one would be the ‘expenditure sources’ column and the second one would contain the amount you had specifically allocated for that purpose. The third one would be containing the actual amount that was getting used. The last table should contain the difference between the previous two.

Step 4: Balance

In this section, the balance needs to be calculated. This is the difference between the amount of money that you have earned and that you have spent. If you use the functional programming feature in Google Sheets, you can check the change in realtime. You don’t have to calculate everything yourself. This way you can adjust your expenses when you have over-spent on something.

Step 5: Graph

It’s harder to get something sensible from just a bunch of numbers. That is why it is suggested that you make use of graphs. When the data gets visually represented it makes easier to figure out where you need to cut corners. Use the type of chart that is best suited for the data that is being recorded here. We would recommend that you use a bar graph.

10+ Expense Analysis Templates

1. Expense Analysis Template in PDF

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  • PDF

Size: 1.1 MB

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Finding an expense analysis and allocation template might be hard but not when you are looking in the right place. Check out our site. We have some of the best sales analysis templates available on the internet. We have even picked one for you so that you don’t have to spend time trying to look for one. You can just download it and give it a read, whereby you would be able to make your own in no time.

2. Retirement Expense Analysis Worksheet

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  • PDF

Size: 327.2 KB

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After retirement, there is a noticeable stagnation in the cashflow. That is why it is necessary to do a retirement expense analysis. We can help you with that. All you are required to do is download the one given here and start putting the right data in the right places. If you would like to prepare the analysis in Excel we have templates that can help you out in that regard.

3. Income and Expense Analysis Template

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  • PDF

Size: 571.2 KB

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If you would like to be better organized, then here is a template that is perfect for your requirements. If you were planning to write the analysis in Google Docs you can easily do that by using this as a reference. Better still, if you have a PDF editor installed on your machine, you can directly make changes to this template. That would save you even more time.

4. Simple Expense Analysis Template

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Size: 114.4 KB

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If for some college project you need to do some research on expense analysis, you might be looking for resources. We can provide you with some. Take a look at this sample document to know more. If you need templates that would help you to perform any other type of data analysis, then you can check out the other templates on our site. They are all professional and maintain high quality.

5. Office Income and Expense Analysis

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  • PDF

Size: 96.3 KB

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Office income and expense analysis is a relevant document that every business should maintain. So if you are not using one yet, you should do so immediately. If you are thinking that would involve a lot of research and time spent on creating a new document altogether, you are wrong. Our templates like the one provided here would ensure that it is never the case.

6. Personal Income and Expense Analysis Template

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  • PDF

Size: 172.2 KB

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If you do not take note of your spending habits you might find it increasingly difficult to pay for the basic things that you need every day. That is why a budget analysis is important. If you are not familiar with creating one, you should consider downloading this personal income expense analysis that we have prepared for you. Download it and start using it regularly to see a positive change in your finances.

7. Retail Expense Analysis Template

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  • PDF

Size: 238.7 KB

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Preparing a cost analysis can prove to be quite a tedious task if you are planning to create one from scratch. If you want to increase your efficiency and spend less time on it, using a template might be the best option. The good news is we have prepared several of them and handpicked this one so that you don’t have to go looking for them. So download this now and start using it.

8. Housing Expense Analysis Template

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Size: 58.5 KB

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Maintaining a house is not easy. There are a number of costs associated with it and if you are not aware of the expenses you might end up incurring extra charges. To prevent such mishaps using a housing expense analysis is mandatory. If you like to create one we have analysis templates that can make the task easier for you. So try out the one that we have already selected for you or choose one from our site.

9. Annual Expense Analysis Example

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Size: 276.7 KB

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Depending on the size of your company there might be a number of expenses that you incur on a regular basis that you need to make a note of. You might find out that you are spending a huge amount of money on something that you no longer require whereas something that can quadruple your profits is not getting enough funds. To help you with such a situation we have created this operating budget expense analysis example that you can just download and start using.

10. Non-Residential Expense Analysis Template

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Size: 74.7 KB

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If you are looking to create a non-residential expense analysis but are not that familiar with the format that is usually used in such cases, you might consider using a template like the one we have put here. This would take only the fraction of the time to complete that you would have otherwise needed and is thus extremely effective. If you need to prepare other types of data analysis report templates, we have them as well.

11. Sample Personal Expense Analysis Template

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Size: 177.8 KB

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It might so happen that the free analysis templates that you are coming across on the different sites are neither meeting your standards nor your requirements. If that is the case, it is obvious that you need to look for them somewhere where the collection is better. Check out our site. We have one of the largest collections of templates available on the internet. The templates are professional and of high quality. Check this one out for example.

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