Free Small Business Expense Tracker Spreadsheet Template
Track small-business budget, actual spend, variance, and review status across a dashboard, expense log, and setup sheet.
Do this with AI
Make this small-business expense log yours.
Open the workbook and ask Griddy to adapt categories, review labels, or budget-versus-actual rows.
What is in this workbook?
This workbook has three sheets: Dashboard, Expense Log, and Setup. Dashboard is the quick-review surface, Expense Log is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Enter one date, vendor, category, budget, actual amount, review status, and note per row; keep categories consistent in Setup. Dashboard counts entries, sums actual spend and variance, and counts lines marked Review. Expense Log calculates Variance as Actual minus Budget.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use vendor labels and receipts, not card numbers or unrelated personal transactions. This is not accounting advice. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
Expense Tracker vs Expense Report: What's the Difference?
An expense tracker records ongoing spend. An expense report packages specific costs for review or reimbursement. Here's when to use each one.
Read guideExcelHow to Build an Expense Report in Excel
Build an expense report in Excel with the right columns, approval fields, receipt tracking, and formulas for clean reimbursement totals.
Read guideExcelHow to Categorize Expenses in Excel
Categorize expenses in Excel with clear rules, dropdowns, lookup tables, and review fields so spending reports stay consistent.
Read guideDo this with AI
Make this small-business expense log yours.
Open the workbook and ask Griddy to adapt categories, review labels, or budget-versus-actual rows.
