22 Free Expense Sheet Templates

Spending is already part of a daily routine. Expenses pile up and will continue to do so whether you’re sustaining for yourself, for a company, and even for another individual’s expenses. It usually includes the cost of living, cost of operational procedures, and definitely an endless list of anything that one can possible spend on.

It is important that one should learn to track expenses. Consider keeping your own default sheet on which you could list your expenses a good start. Once you’re used to such practice, this will be your crib sheet to guide you on how you spend.

Company Expense Sheet

Daily Expense Sheet

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  • PDF

Size: 85 KB

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Monthly Company Expense

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  • PDF

Size: 18 KB

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Company Expense Sheet in PDF

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  • PDF

Size: 25 KB

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Travel Expense Sheet

Business Travel

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  • PDF

Size: 453 KB

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Employee Travel

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  • PDF

Size: 689 KB

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Travel Expense Log Sheet

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  • PDF

Size: 39 KB

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How to Create a Retirement Expense Sheet

The road leading to retirement may be unfavorable to some but to those who have prepared a retirement expense sheet, retirement is possibly enjoyable. When expenses are already mapped out, it would then be easy to spend on anything of one’s preference.

When the time comes, consider creating a retirement expense sheet templates with these steps:

  • List of Basic Needs – Anything essential to your daily living forms part of your basic needs. Daily essentials include food,  clothing, and shelter. These needs constitute fixed expenses that should be reflected in any retirement expense sheet sample you could be using.
  • Emergency Funds – Always secure a budget for possible emergencies. Health emergencies could be possible and a separate budget should be allotted as well. The usage of budget sheet templates or an expense sheet template in PDF helps one look into the importance of having emergency funds.
  • Summation of Expenses – By adding up all your expenses through fixed and flex expenses, you are reminded of how much you have to spend and on which particular need. Monthly expense sheets could help you with your total expenses for the possibility of needing annual retirement expense sheets.

Income Expense Sheet

Monthly Income and Expenses

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  • PDF

Size: 18 KB

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Personal Income

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  • PDF

Size: 14 KB

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Rental Income

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  • PDF

Size: 29 KB

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Business Expense Sheet

Expense Sheet for Small Business

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  • PDF

Size: 582 KB

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Expense Sheet for Business Budget

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  • PDF

Size: 20 KB

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Start-Up and Annual Expense

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  • PDF

Size: 65 KB

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Tips on How to Track One’s Personal Budget Expense Sheet

Of all the budget expense sheets that you are capable of tracking, it is one’s personal budget that is difficult to track and be accurate with. Most individuals deal with this difficulty simply because of lack of discipline and poorly crafted budget expense sheets.

Don’t waste precious time and heed these tips so you could track your personal expenses better.

  • Daily Expenses – What could be commonly listed in your personal expense sheet are your day-to-days expenses. By downloading an expense sheet template that is suitable for you, you are provided with a separate breakdown of daily expenses. This should help you figure out how much you’ve spent and how you spent it.
  • Sources of Income – Filling out your personal budget expense sheet should be balanced. You do not only input expenses but also sources of income. In return, your income becomes relevant information you input on reference sheet templates for further and accurate tracking.
  • Budget Adjustments – There may be certain adjustments you need to make from time to time if you think your expenses exceed your income. Adjustments could range from minimizing variable expenses or those expenses that aren’t spent on your daily essentials.
  • Daily Update – Do yourself a favor and avoid being late with every update you have for your expense sheet. This way, you maintain accuracy with what you are tracking. Daily expense sheet updates also ensure that all the expenses you’ve spent on are listed and your money on hand still coincides with the total amount you have left that’s reflected in your expense sheets.
  • Expense Description – It pays to provide a good description of what you’ve spent on. On days where you spend a lot on your essentials, it would be difficult to track whether or not you’ve spent reasonably.

Real Estate Expense Sheet

Real Estate Tax

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  • PDF

Size: 141 KB

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Real Estate Investment

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  • PDF

Size: 633 KB

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Real Estate Agent Small Business

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  • PDF

Size: 84 KB

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Accounting Expense Sheet

Accounting Expense Balance Sheet

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  • PDF

Size: 375 KB

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How to Customize a Non-Employee Expense Sheet

Different businesses as well as organizations may need to deal with a lot of non-employee documents for specific needs and purposes. They may also need to allocate funds for activities that do not involve employees. Among the different non-employee expense sheets are documents such as the event sign in sheet templates that keep track of the attendees of certain events.

Although not directly connected with a certain company, non-employees like stockholders and customers may need a breakdown of expenses to see how the company is doing.

Here are a few steps on how to customize a non-employee expense sheet:

  • Identification Details  For recording and security purposes, identification of non-employees are still needed. An expense sheet designated for non-employees must initially have a name and contact information that should take responsibility for the expenses reflected right below it.
  • List of Expenses – Depending on the tasks that have resulted to specific expenses, every item on the expense sheet should be filled accordingly. If the services needed require spending and other specifications, term sheet templates could accommodate relevant information.
  • Total Amount Spent – A non-employee should be able to submit expense sheets that include the total amount spent. Anyone concerned would ask for such information to address what is stated in the expense sheet.

Event Expense Sheet

Event Planning

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  • PDF

Size: 82 KB

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Event Management Expense Sheet

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  • PDF

Size: 87 KB

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Household Expense Sheet

Household Blank Expense Sheet

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  • PDF

Size: 172 KB

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Monthly Household

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  • PDF

Size: 654 KB

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Standard of Living WorkSheet

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  • PDF

Size: 454 KB

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Tax Expense Sheet

Expense Sheet for Payroll Tax

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  • PDF

Size: 122 KB

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Do’s and Don’ts When Using Expense Sheet Templates

There is expressed convenience when making good use of expense sheet templates. Although purposes may differ, the main goal of expense sheet template usage is to generate the same effect from that of using balance sheet templates. It is used to perfectly balance between expenses and get a comprehensive report from it.

Here are some do’s and don’ts to remember when using expense sheet templates:

  • Do fill up accordingly. Fill the template only according to what is asked. Should there be additional information, put a note to avoid inaccuracy.
  • Do not tweak sheet format. The results and interpretation of your sheet template could be different if you tweak its format. Choosing the right template is already enough for it to deliver what you expect out of it.
  • Do use specific variables. Specify the variables that you are using in order for readers to identify and comprehend the input better.
  • Do not forget to use labels. What could be effective guides for readers are the labels that you provide. Without labels, your expense sheet would be messy and difficult to analyze.

Following these do’s and don’ts will eliminate possible problems you could encounter when using ready made expense sheet templates.

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