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Keep Business Finances on Track with a Downloadable Expense Management Form

Use this expense management template to keep an eye on where your money is going.

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You need to keep an eye on where your money is going.

Some new business owners don’t appreciate it until they’re neck-deep in paperwork at tax time, but not having some sort of business expense management system in place is a massive problem.

Far too often, the process of expense management is throwing paper receipts in a folder and attempting to sort everything out at the beginning of April. That’s problematic for two main reasons:

  • Receipts get lost or thrown away
  • You have zero idea what your money is being spent on

What should an expense management form include?

Expense management forms can be cumulative, showing the total spend for a company or department over a period of time (e.g. monthly or quarterly). They can also be more targeted and record individual expenses for a specific employee or project.

The most common fields to include in an expense report are:

  • The date of the expense
  • Who the expense was paid to
  • If the expense should be tied to a specific project or client
  • The total amount paid, including taxes and fees
  • The category of expense (e.g., travel, meals, mileage, etc.)

Basic expense management can be easy to do with a simple form that can help you keep track of your business spend. Download our template today!

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