![]() Version 2.0 has a monthly overview ONLY with limited categories ( Tutorial on how I built it) Great for freelancers and those with multiple streams of income Has 2 forms, one for Expenses and one for Income Version 1.1 has a monthly AND weekly overviewĮxpense + Income Tracker Version 2.0 (Watch the Tiktok Video) Simpler version, with only one form for expenses and income Set your budget, and if you go over your month will go redĬalculates your gross savings based on your monthly income and expensesĮxpense Tracker Version 1.0 (Watch the Tiktok Video) Simple expense form that can be installed on your phone’s homescreen for easy access and input Track your expenses with customisable rainbow categories My Expense Tracker Youtube tutorials have totalled over 100k views. It has over 3 million views and the feedback has been immensely positive. I designed it for myself originally, and in 2020 made a video about it… which went viral. It uses Google Sheets combined with Google Forms, and is an accessible and readable tracker that anyone can use. ![]() Time-saving automation: Automatically send expense reimbursements to your finance team, expediting the approval process.Įffortless customization: Tailor the template to meet your specific needs by adding or removing columns, altering email recipients, or incorporating more Zaps for additional automation.The Expense Tracker is easiest way to keep track of your spending - simple, customisable, no app required. This expense tracking template offers numerous advantages:Ĭentralized expenses: Keep tabs on all your expenses in one spot, making it simple to monitor and analyze your spending patterns. It's particularly valuable for those looking to save time since getting this expense template up and running takes only minutes. This expense tracker template is ideal for small business owners, employees, and anyone responsible for managing and reporting expenses and is used to the spreadsheet-style format. Build a Zap that sends you a digest of daily expenses or monthly expenses to ensure you stay on budget.Build a Zap that notifies a specific Slack channel if travel expenses are submitted.Build a Zap that sends new starred Gmail messages into the expense tracker.There are many other ways to connect Zaps to further automate your expense tracking: Add new rows for things like links to receipts, notes for an expense, or what type of account the money is coming from. Expense categories can be customized (ideally based on the types of recurring expenses you expect to have). You can add business expenses manually by creating a new row and categorize expenses by choosing a category from the dropdown. The button also triggers another Zap to automatically update the status of the expense to "pending". The email action in the Zap contains the recipient's email address, subject, and body text which is customizable. The Table has columns for Date, Description, Amount, Category, Status, and a button to send an expense to your finance team for reimbursement.Ĭlicking the button prompts the Zap to send an email to your finance team, notifying them of the new expense. This template uses Zapier Tables to organize and manage your expense data. Tracking employee expenses has never been as easy or connected. ![]() ![]() You can even extend the template to use AI to automatically apply an expense category or automatically add expenses to your official expense report app through Zapier's 6,000+ integrations. The template's automation features guarantee your finance team stays in the loop with timely updates on new expenses, simplifying the approval process. You could easily save expenses in a Google Sheet or Notion template, but being able to quickly submit your expense for reimbursement from within the expense tracker can only be cleanly done using Zapier. Keep your expense tracking in one place with a button to send or submit the expense for reimbursement to save you time. This user-friendly Expenses Tracker Template allows you to quickly spin up an expense report.
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