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Excel Templates

Business expense tracker

A working CSV starter for recording costs and comparing actual spending with a budget.

Sample content

Who it is for

Small business owners and analysts organising monthly costs.

What you get

  • Date, category and supplier columns
  • Budget and actual cost fields
  • Example rows clearly marked as illustrative

How to use it

Download the CSV and open it in Excel. Remove the illustrative rows, add your transactions and use a PivotTable to summarise costs by month or category. This starter contains no formulas or macros.