Microsoft Excel Expense Tracker Template
                     Microsoft Excel Expense Tracker Template
Microsoft Excel Expense Tracker Template for Easy 
Budgeting
Effective financial management plays a vital role in both personal and 
business growth. While Excel has been a go-to tool for years when it 
comes to managing tax and business expenses, many users now prefer 
smarter, more flexible solutions that go beyond static spreadsheets.
Quick Read
Summary generated by AI, reviewed for accuracy.
Track & Categorize Expenses: Easily log daily expenses and organize 
them by category, project, or payment type.
Generate Reports & Insights: Create charts and summaries to monitor 
spending patterns and make informed financial decisions.
With Expense Tracker 365, businesses can achieve real-time visibility into 
spending, eliminate manual entry errors, and simplify compliance 
reporting. Instead of juggling
multiple Excel files, our platform centralizes expense tracking, making 
it easier to spot patterns, control budgets, and make confident 
financial decisions.
For those who enjoy the flexibility of spreadsheets, there are plenty of 
free Excel templates available online to track monthly expenses. But if 
you’re ready to take expense management to the next level, Expense 
Tracker 365 offers an intuitive, cloud-based alternative that integrates 
seamlessly with your Microsoft 365 environment.
In this article, we’ll highlight some of the best free Excel spreadsheets 
you can use for expense tracking—and show you how Expense Tracker 
365 delivers everything you love about spreadsheets, with the added 
power of automation and AI.
1. Excel Expense Report Template from Smartsheet
Monthly Expense Tracker Template
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Travel & Reimbursement Tracker Template
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Smartsheet offers a collection of ready-to-use expense report templates 
in Excel, tailored to handle different types of spending. With these sheets, 
employees can easily log expenses, categorize them, and submit reports 
for reimbursements or tax- related purposes.
Its straightforward layout and flexibility make it a reliable option for both 
professionals managing work expenses and individuals keeping personal 
costs in check.
2. Travel Expense Tracker Template from SpreadsheetPoint
SpreadsheetPoint features a wide range of Excel templates, from simple 
budgeting sheets to advanced business and travel-focused trackers. 
Among their most practical options is the travel expense tracker, ideal for 
keeping a detailed record of trip- related spending.
This template comes with built-in categories such as hotel stays, meals, 
and miscellaneous costs, along with a mileage log for business trips. It’s 
easy to set up— just download the file and save a copy to start organizing 
your travel expenses.
3. Expense Templates from Vertex42
Vertex42 has built a reputation for offering some of the most practical 
and user- friendly Excel templates available online, including a strong 
lineup of expense reports and trackers.
What makes this template stand out is the built-in budget summary at 
the top of the sheet. It provides a quick snapshot of total budget, amount 
spent, and what’s left— helping users stay on top of their financial limits 
while logging day-to-day expenses.
4. Monthly Expense Tracker from Part-Time Money
Part-Time Money offers a straightforward Excel template designed for 
keeping track of everyday spending throughout the month. In addition to 
recording daily costs, the sheet includes dedicated tabs for Income and 
Balance, making it easier to view cash flow alongside overall financial 
health.
For those wanting a simple yet effective monthly log that ties daily 
tracking with income insights, this template provides a balanced 
approach.
5. Expense Tracker 365 – Receipt Scanning Made Simple
For business owners who don’t want to spend time manually entering 
receipts into a spreadsheet, Expense Tracker 365 offers a convenient 
alternative. Their Magic Envelope service lets you mail in your paper 
receipts, which are then digitized and organized into expense reports for 
you.
This option is especially handy for busy professionals who prefer 
automation over manual data entry, giving them more time to focus on 
running their business.
Expense Tracker 365 – Your Smart Alternative to Manual Receipt Tracking
Expense Tracker 365 eliminates the hassle of manual data entry by giving 
you an intelligent, automated way to capture, organize, and analyse 
expenses in one place. Instead of juggling paper receipts and scattered 
Excel sheets, you get a cloud-based platform that integrates with 
Microsoft 365 to make financial tracking effortless. With features like AI-
powered receipt scanning, real-time expense categorization, and seamless 
approval workflows, Expense Tracker 365 helps businesses stay 
compliant, speed up reimbursements, and gain complete visibility into 
their spending—all while keeping employees productive and finance 
teams in control.
The Expense Tracker 365 Advantage
Instead of dealing with paper receipts, manual spreadsheets, or 
scattered digital files, Expense Tracker 365 helps you capture, 
categorize, and analyse expenses in one centralized system. Starting 
with affordable plans, it eliminates the hassle of manual entry while 
giving you real-time visibility into business spending.
With Expense Tracker 365, you can upload receipts directly, track 
mileage for business travel, and organize every transaction under 
predefined tax categories— saving hours each week and ensuring error-
free financial records.
Stop wasting time on manual data entry.
Switch to Expense Tracker 365 and focus on growing your business.
Key Features of Expense Tracker 365
1. Web app
Log expenses instantly using the mobile app by snapping a photo of your 
receipt. The web dashboard makes it easy to upload receipts, invoices, 
and bills directly from your desktop, keeping all your financial data in sync. 
AI automatically extracts vendor details, dates, and amounts to cut down 
on errors and manual entry. With everything stored securely in Microsoft 
365, you get real-time visibility and smarter control over your business 
spending.
2. Smart Email Receipt Capture
You can categorize and tag each expense instantly for better tracking and 
reporting. The platform also syncs with your accounting tools, giving you 
a complete view of your business spending in real time.
3. Expense Reports in One Click
You can also visualize your spending trends with intuitive charts and 
graphs, helping identify cost-saving opportunities. Automated alerts notify 
you of unusual or duplicate expenses, ensuring accuracy and control. Plus, 
all reports are securely stored in the cloud for easy access anytime, 
anywhere.
4. Advanced Search and Filters
Additionally, search results are displayed in a clear, organized format, 
so you can analyse data briefly. Integration with other business tools 
ensures that the information you find can be acted on immediately 
without switching platforms.
5. Accounting Software Integrations
Seamlessly connect with leading accounting tools like QuickBooks, Xero, 
and other platforms. This eliminates double data entry and keeps books 
updated in real-time.
6. Role-Based Access
Add unlimited team members, assign roles, and control permissions. 
Whether it’s employees submitting receipts or accountants reviewing 
expenses, collaboration is built in.
7. Mileage Tracking
Track business trips in seconds using the mobile app. Each trip logs 
miles, dates, and routes, then automatically generates IRS-compliant 
mileage receipts for tax purposes.
Building Smarter Expense Tracking in Excel with Expense Tracker 365
If you still prefer Excel for expense tracking, you can create a custom 
spreadsheet that mirrors some of the functionality of Expense Tracker 
365. Here’s how:
 Set up columns and rows
Use columns for date, description, category, amount, and 
payment method. Rows will hold individual transactions.
 Categorize your expenses
Create custom categories like Travel, Meals, Office Supplies, 
Marketing, or Client Meetings. This makes monthly and yearly 
expense analysis effortless.
 Compare against budget goals
Add a column for “Budgeted Amount” and one for “Actual Amount” 
to monitor variances and adjust spending habits accordingly.
 Use Excel functions
 =SUM(range) for totals
 =AVERAGE(range) for averages
 =MIN(range) and =MAX(range) for lowest and highest spends
 Add drop-down lists
Standardize data entry with dropdowns for expense categories or 
payment methods. This reduces errors and improves reporting.
 Leverage conditional formatting
Highlight overspending in red or use colour coding for different 
categories to spot trends instantly.
 Upgrade with pivot tables
Turn your raw expense data into dynamic summaries and 
charts, making reporting more visual and actionable.
Why Choose Expense Tracker 365?
While Excel offers flexibility, Expense Tracker 365 takes expense 
management to the next level by automating data capture, syncing with 
accounting software, and saving hours of manual work. It’s designed for 
individuals, freelancers, and businesses that want accuracy, efficiency, 
and control over their finances.