Operations guide

How to track business expenses in a spreadsheet

Build a weekly spreadsheet habit for categories, receipts, and reconciliation, then start with the expense tracker.

A spreadsheet does not need to be complicated to be useful. Its job is to give every business transaction a date, amount, category and supporting record, then reconcile that record to what actually left the bank. Consistency matters more than fancy formulas.

Open the expense tracker template Calculate your profit margin