Format
Excel
Price
Free
How to use this template
- 1Download and open in Excel or Google Sheets
- 2Enter your name, department, and reporting period
- 3Log each expense on a new row: date, category, description, amount, and receipt reference
- 4For mileage, enter the distance - the template calculates reimbursement at your entered rate
- 5Submit to your manager for approval signature
- 6Archive monthly and use the annual summary sheet for tax records
ExpensesAccess free template
Expense Report Template
Monthly expense tracker with category breakdown, mileage reimbursement, and manager approval section.
What's included
- 12-month expense tracking across categories
- Pre-built categories: Travel, Meals, Accommodation, Equipment, Software, Marketing, and Other
- Mileage reimbursement section with rate input
- Manager approval signature fields
- Monthly summary with category totals and charts
- Receipt reference column for audit purposes
- Excel format with protected formula cells
Who uses this template
- Employees submitting monthly expenses for reimbursement
- Business owners tracking deductible expenses for tax
- Sales teams logging travel and entertainment costs
- Remote teams tracking home office expenditure
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Try free for 7 daysFrequently asked questions
Can I change the expense categories?
Yes. The category column uses a dropdown list. Edit the dropdown source in Data Validation to add or remove categories.
What mileage rate should I use?
Use the current HMRC mileage rate (UK) or IRS standard mileage rate (US). The template has an editable rate cell - update it at the start of each tax year.
Is there a receipt attachment feature?
The template includes a receipt reference column where you can enter receipt numbers or file names for cross-reference with scanned documents.