Excel Expenses Spreadsheet

gandalftheking

Hello all,

I'm just looking for a suitable template to record all of the various categories of business expenses; Parking, postage, telephone etc etc etc. I need to be able to number receipts then list them on the spreadsheet.

I have a book keeper but need to get much smarter at reducing my bill from her by recording things myself!

Can anyone suggest a simple excel sheet template?

Many Thanks,

Steve

Pennywise

Spreadsheets are prone to errors and often very difficult for others to follow. You may end up with higher charges if your book-keeper needs to correct it.

You'd be far better using proper accounting/book-keeping software - in fact you'd probably not need a book-keeper.

I recommend the free cash book from https://www.vtaccounts.co.uk for my clients as it's very easy to use and does exactly what you want it to do, i.e. record your transactions quickly and simply.

Alternatively, there are plenty of new apps available for your phone/ipad/ipod for recording expenses "on the move", such as train fares, coffees, etc., some of which actually scan your receipt, read it, and record it.

Suarez

Just create a table with the headings you need then add some simple sum formulas. There are also templates online if you google.

gandalftheking

Pennywise wrote: »

Spreadsheets are prone to errors and often very difficult for others to follow. You may end up with higher charges if your book-keeper needs to correct it.

You'd be far better using proper accounting/book-keeping software - in fact you'd probably not need a book-keeper.

I recommend the free cash book from https://www.vtaccounts.co.uk for my clients as it's very easy to use and does exactly what you want it to do, i.e. record your transactions quickly and simply.

Alternatively, there are plenty of new apps available for your phone/ipad/ipod for recording expenses "on the move", such as train fares, coffees, etc., some of which actually scan your receipt, read it, and record it.

That link is dead...sorry, possibly the wrong url? thanks for the advice

gandalftheking

Suarez wrote: »

Just create a table with the headings you need then add some simple sum formulas. There are also templates online if you google.

i have google... there were too many to choose from, and as for "sum formulas?!"... lol. I am mathematically challenged I'm afraid

Mistral001

This is very basic stuff for Excel. Just have the following columns

A Item No.
B Date
C Desription
D Car expenses
E Stationery expenses
F x expenses
G y expenses
H etc.
I etc..

Learn how to format the date enties and how to sum columns and you have a spreadsheet created by yourself.

If you have learned how to use a calculator you can learn how to do this.

PasturesNew

gandalftheking wrote: »

That link is dead...sorry, possibly the wrong url? thanks for the advice

No idea if it's any good, but the link to what was intended is at: http://www.vtsoftware.co.uk/vtaccounts/download.htm

gandalftheking

Mistral001 wrote: »

This is very basic stuff for Excel. Just have the following columns

A Item No.
B Date
C Desription
D Car expenses
E Stationery expenses
F x expenses
G y expenses
H etc.
I etc..

Learn how to format the date enties and how to sum columns and you have a spreadsheet created by yourself.

If you have learned how to use a calculator you can learn how to do this.

thanks - i nearly cracked a rib laughing so hard at the calculator quip

Savvy_Sue

gandalftheking wrote: »

i have google... there were too many to choose from, and as for "sum formulas?!"... lol. I am mathematically challenged I'm afraid

What are you good at, running your business, or recording your receipts? What are you passionate about?

Where would your time and energy be better spent?

Ask your bookkeeper for advice on how to make their life easier. If that doesn't reduce their bill, look around for a new one ...

Having said that, I used to be almost completely innumerate - had to phone a colleague to find out how to work out VAT at one stage! I can now not quite do double entry bookkeeping, but a functional equivalent which is easier to understand. These days I use VLookUp tables, not entirely sure how they work, but I can make them work. Point is, if I can do it, anyone can ... but I did it because I had to - if I could have got someone else to do it, I would have done!

Someone's posted this elsewhere

AP007 wrote: »

Excel

http://alison.com/search/result/?q=excel

you do it as you go along on the PC and you do not even have to have Excel installed.

Tests at the end and you get a score etc

No idea if it's any use, but it looks promising.