How to Create an Expense Report [10+ Templates to Download]

When running a business, it is very important that you have a good idea as to what its funds are being used on. That is why you will need to learn about expense reports and its uses. This article will provide you with all of the information you need in order to know how to make one.

4 Steps for Creating an Expense Report

Step 1: Know the Purpose of the Expense Report

Other than the fact that you need to know where your money is going to, you must realize the reason as to why you would need an expense report. Are you trying to see if whether or not your business can survive longer in the industry? Are you trying to find out what kind of expenses your business no longer needs to spend on? It’s best that you can answer questions such as those.

Step 2: Make a List of All the Expenses

No expense report document can be complete without a list of all the things that need to be spent on. Make sure that there are proper descriptions for each and every expense that is to be listed down into the document. Also, check to make sure that you did not forget to leave anything out.

Step 3: Put in the Figures

When you’re done listing down all of the things that need to be spent on, then the next thing to do is to put in the numbers. Take note of the exact amount of each item and place it into the report. Again, it is important that you check the accuracy of the price number for every item on the list.

Step 4: Come Up With the Total Amount

The last thing that your expense report needs is the total amount. When tallying the total amount, you should take note of things that could affect it. This would include the amount of tax that has to be considered, any loans or debts that need to be paid, how much money the business has lost and so on.

10+ Expense Report Templates

1. Daily Expense Report Template

restaurant daily expense report
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Restaurants have expenses that they need to pay for on a daily basis. It is important to know exactly what those expenses are as the information is crucial for any restaurant’s survival. With the help of this template, you can create a report which covers each and every one of these expenses.

2. Expense Report Form Template

expense report form 2
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 inches + Bleed

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If you want to keep track of all your expenses, then you will definitely need an expense report form. With the help of this template, you can come up with a document that covers everything from the total amount of expenses to what these different expenses are.

3. Travel Expense Report Template

travel expense report 2
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Those who are tasked with conducting business travels will also be required to come up with a report concerning the expenses made during the trip. Use this template so that you can make a report that should cover every expense that is related to whatever business trip you were tasked to go on.

4. Employee Travel Expense Report

employee travel expense report 2
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4 inches + Bleed

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Employees who are given the tasks of traveling for business related purposes are also going to be given the task of taking down every expense made during the trip. Use this template to provide them with a document where they can easily list down all of these expenses.

5. Restaurant Annual Expense Report

restaurant annual expense report1
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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A restaurant has so many expenses to make within a year’s time that it’s very important to be able to keep track of all of them if it wants to continue operations. Use this restaurant annual expense report template to show exactly how much the restaurant you’re in charge of spends annually and to help you make important financial decisions.

6. Annual Expense Report Template

free annual expense report template 44001
Details
File Format
  • Illustrator
  • MS Excel
  • MS Word
  • Numbers
  • Pages
  • PDF
  • Publisher

Size: A4, US

Download

Whether you’re taking note of your personal expenses or for a business, it best that you are able to cover all of the ones made within a year’s time. With the help of this template, you should be able to make a document which will show exactly what kind and how many expenses were made within a particular year.

7. Monthly Business Expense Report

free monthly business expense report template
Details
File Format
  • Illustrator
  • MS Excel
  • MS Word
  • Numbers
  • Pages PDF
  • Publisher

Size: A4, US

Download

A business that knows how much it needs to spend on a monthly basis is one that is best prepared. Use this monthly expense report template so that you can figure out just what kind of expenses your business makes on a monthly basis, as well as knowing what actions need to be done that can better improve the business’ financial situation.

8. Annual Sales Expense Report Template

free annual expense report template 440x570 11
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages
  • PDF

Size: A4, US

Download

A business that focuses on sales will also want to focus on its expenses as well. If you want to make a document that allows you to report the kind of expenses that a business is required to make within a year, then it is best that you make use of this template.

9. Simple Project Expense Report Template

free project expense report template 440x570 1
Details
File Format
  • Google Docs
  • Google Sheets
  • MS Excel
  • MS Word
  • Numbers
  • Pages
  • PDF

Size: A4, US

Download

No matter what kind of project you end up doing or are in charge of, then you must realize that it cannot compete unless certain expenses are made. With the help of this template, you can make a report which shows exactly what these expenses are, the amount that they accumulate to and more.

10. Auto Expense Travel Report Template

auto expense travel report
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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If you are going to travel to different areas, then you will obviously be spending on transportation and other travel-related expenses. If you are required to make a report in regards to the expenses you have made during the trip, then use this template to help you make it.

11. Simple Expense Report Template

Details
File Format
  • PDF

Size: 179 KB

Download

If you are looking to make an expense report in the quickest and simplest manner possible, then consider using this template. Use either Microsoft Word, Google Docs, or Apple Pages so that you can access and make changes to whatever expense report you need to make.

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