#EXPENSE TRACKER EXCEL SPREADSHEET DOWNLOAD#

If the current year, your tracking shows that you wrote off 35%, it could be a red flag. Let's say in the previous year's Schedule C, you wrote off 15% of your income for meals.

the expense types has too much variance or the numbers don't add up, you may need to make adjustments. It is important that you copy and paste your previous year's Schedule C as well to compare it with the current year or new Schedule C. Most of the time, this section of the excel template will be the easiest to use and adjust for your specific company. You may find you need to add other categories if you receive more than the typical expense types listed on our sheet. Our spreadsheet has the most common categories for your Schedule C Expense Categories. Enter the date you received the funds, the merchant who paid you, the expense amount, and the Schedule C category.

#EXPENSE TRACKER EXCEL SPREADSHEET DOWNLOAD#

So, download this Spend Analysis Template to gain insights into your financial landscape, aiding in the strategic planning and efficient management of resources and expenditures to achieve fiscal stability and success.The Schedule C tab on the sheet is pretty straightforward. This Excel file is printable and ready to be used in presentations and reports. It is highly important to have accurate information to see the overview of the analysis for your business. Actual:įinally, you can input the actual amount you spend or paid for a specific expense category. Whether assessing profit margins, determining your breakeven point, or scrutinizing the allocation of funds to various expenditures, this product provides a systematic approach to analyzing and optimizing your financial planning and spend. You can categorize capital expenditure (CapEx) and operational expenditure (OpEx) in Expense Type area, for precise differentiation and analysis of your direct and indirect costs incurred yearly. Once you put your company expenses and the category for each of them, you will be able to input monthly assumptions of the items. Estimated:įirstly, in the Estimated section, you may record the cost that your business may probably achieve beforehand. Also, you may use auto-filters to analyze different expense categories and types. Your expense breakdown will be narrowed down according to your analysis month selection on the filter. In addition, the expense analysis dashboard view provides you breakdown section. Also, you may write down your currency according to your needs. It also lets the user pull a specific expense category and see the sub details for it:Īfter you define the start month year and the month, the following months will be automatically sorted until it completes a year period. Also, selecting the category and month from the lists narrows your analysis. Once you put your monthly estimated and actual expenses to the other sections, you may carry on the Dashboard and see the Monthly Actual / Estimated Ratios by category so you can compare between Estimated and Actual expenses. With an intuitive tracker and calculator functionality, it simplifies the process of monitoring procurement activities and evaluating cost variance, serving as a dependable assistant in managing your bills and financial commitments.īasically, this tool consists of 3 main sections:Įxpense analysis dashboard of this Excel sheet displays your expense reporting with category and month filters. In the intricate world of finance where every penny counts, our template acts as a vigilant guard, helping you navigate through your expenses and investments with accuracy and confidence.

This Spend Analysis Template in Excel is an invaluable financial tool tailored to offer clarity on your expenditure patterns, providing a comprehensive view of investment allocation and distribution within your operations. This proficient worksheet aids in tracking and calculating various costs, including fees, tax, depreciation, overhead costs, and bad debt expense, supporting your budgeting and cost accounting processes. Here’s our Expense Analysis Excel Template for you to record monthly target and actual costs and make comparisons to see the target realization percentages.

Expense tracker excel spreadsheet