Plantilla de informe de gastos simple para Excel
Descargar plantilla de informe de gastos simple
Este informe de gastos es una plantilla de hoja de cálculo sencilla que sirve para documentar la fecha, el tipo y el importe total de cada gasto. Puede personalizar la plantilla cambiando los títulos de las columnas para clasificar los gastos o agregando nuevas columnas si es necesario. Los gastos se detallan y se calcula el importe total del reembolso, menos los anticipos.
Monthly Expense Report Template
Download a Monthly Expense Report Template for
Excel
| Google Sheets
Keep your expenses organized and under control with this versatile monthly expense report template. The template features month-over-month records, with each month listed on a separate sheet, as well as a year-to-date total. This printable template is perfect for individuals, small businesses, fundraisers, project managers, contractors, construction workers, consultancies, and event managers who need to track expenses. Use it to stay on top of your finances and make better budgeting decisions.
Try one of these free business budget templates for your organization’s budgeting needs.
Plantilla de ingresos y gastos mensuales para Excel
Descargar plantilla de ingresos y gastos mensuales
Utilice esta plantilla para hacer un seguimiento mensual de los ingresos y los gastos. Esta plantilla de gastos de Excel ofrece un formato de hoja de cálculo sencillo y calcula los totales por usted. Puede ajustarse para incluir cualquier gasto que desee registrar, y cada mes es una hoja separada, lo que facilita el seguimiento de los gastos mensuales y anuales.
Plantilla de hoja de gastos para Excel
Descargar plantilla de hoja de gastos
Esta plantilla de hoja de cálculo de gastos básica está diseñada para el seguimiento de los gastos, ya sean personales o de negocios. Lleve un control de las compras y otros gastos registrando el método de pago, el tipo de transacción, el importe del pago y otros detalles. Puede consultar esta hoja de gastos como una herramienta de referencia sencilla, crear un informe de gastos mensual y sumar rápidamente los gastos de cualquier período de tiempo.
Plantilla de informe de gastos semanales para Excel
Descargar plantilla de informe de gastos semanales
Algunas empresas requieren que los empleados presenten un informe de gastos semanal para que los gastos sean rastreados y reembolsados a intervalos coherentes. Esta plantilla proporciona un registro detallado de los gastos de cada día de la semana. Puede editar las categorías de gastos para que se ajusten a sus necesidades, ya sean gastos de viaje, gastos de envío, comidas de negocios o de otro tipo. Hay espacio para describir el propósito comercial de los diferentes gastos, el tipo de pago y los subtotales.
Plantilla de informe de gastos de viaje para Excel
Descargar plantilla de informe de gastos de viaje
Utilice esta plantilla detallada de informe de gastos de viaje para hacer un seguimiento de los gastos de los viajes de negocios. La plantilla incluye el seguimiento del kilometraje, otros gastos de transporte, alojamiento, comidas y mucho más. También hay espacio para listar los gastos diversos que no encajan en las otras categorías. Puede incluir la información de contacto del empleador y del empleado, así como información sobre el destino del viaje y el propósito del mismo.
Hoja de seguimiento de kilometraje de negocios para Excel
Descargar hoja de seguimiento del kilometraje de negocios
Muchas empresas y organizaciones reembolsan a sus empleados los gastos de kilometraje. Esta hoja de gastos de kilometraje puede utilizarse para registrar y calcular los kilómetros acumulados por motivos de trabajo. Ingrese la tarifa por kilómetro y el número de kilómetros para calcular el importe total del reembolso. Puede incluir las lecturas del odómetro y cualquier nota pertinente sobre el propósito o el resultado del viaje.
Formulario de reembolso de gastos empresariales para Excel
Descargar formulario de reembolso de gastos empresariales
Los empleados pueden utilizar esta plantilla de gastos para solicitar el reembolso de los costos de la empresa, y los empleadores pueden utilizarla para documentar que se ha pagado la remuneración. Se trata de una plantilla básica de informe de gastos en Excel para describir los costos, listar los importes y registrar las fechas de cada transacción. También puede modificarse fácilmente para incluir más columnas o información adicional.
Printable Template to Fill Out Manually for Business Expenses
Download a Printable Template for Business Expenses
Microsoft Word
|
Adobe PDF
| Google Docs
If you need a printable business expenses template, this template provides an itemized outline in table format and is perfect for manually filling in your expenses. Use this easy-to-fill template to document various expenses, the dates they were accrued, total costs, and employee information. This is a simple form that can be modified to suit your business.
Download one of these free small business expense report templates to help ensure your small business’ expenditures and reimbursements are accurate.
Credit Card Expense Report Template
Download a Credit Card Expense Report Template for
Microsoft Word
|
Adobe PDF
| Google Docs
This template summarizes credit card expenses to track business purpose and amount spent. This printable expense report should be accompanied by receipts for each transaction listed. This can be used for tracking monthly credit card expenses and to support accounting practices.
Annual Expense Report Template
Download an Annual Expense Report Template for
Microsoft Word
|
Adobe PDF
| Google Docs
Use this annual expense report to itemize monthly, quarterly, and yearly totals. This printable form provides a quick breakdown of costs for different business categories and creates a brief report. There is also room for notes if additional information needs to be included.
Startup Expenses Template
Download a Startup Expenses Template for
Excel
| Google Sheets
This comprehensive expenses-tracking template is designed for startups to monitor all the expenditures related to launching a new business. The printable template consists of pre-built sections for specific expense categories, such as building and real estate, leasehold improvements, location and administrative expenses, opening inventory, capital equipment, advertising and promotional expenses, and miscellaneous expenses. It offers a ready-made report that can be shared with key stakeholders and investors to review your startup's expenses.
Daily Expense Report Template
Download a Daily Expense Report Template for
Excel
|
Adobe PDF
| Google Sheets
This printable daily expense report template is a versatile solution for various industries such as nonprofit, fundraising, construction, events, trucking, and more. It empowers you to track and monitor daily expenditures efficiently, ensuring timely and accurate reimbursements.
Petty Cash Expense Report Template
Download a Petty Cash Expense Report Template for
Excel
| Google Sheets
For organizations that keep petty cash on hand to pay for incidental expenses (e.g., paying for employees’ lunches, reimbursements, office supplies, etc.), this printable template is the perfect solution to track minor, one-off expenditures. The template provides Currency on Hand, Quantity, and Balance columns for each petty-cash expense. The template then allows you to reconcile these expenses with Total Reconciled Petty Cash and Total Approved Petty Cash cells, and the over-under difference between the two.
What Is an Expense Report?
An expense report is a document used to track business-related expenses, such as transportation, food, lodging, and conference fees. This report includes details about each expense and acts as an organized record for reimbursement or accounting purposes.
An expense report can be used in various scenarios, such as tracking mileage and gas expenses during work-related travel, documenting client meetings that involve meals or entertainment, or recording office supply purchases made by employees. Maintaining these reports is crucial for budgeting and tax purposes.
Requiring receipts for all listed expenses on a report is essential to minimize errors and facilitate tax filing and audits for businesses. Regularly collecting expense reports from employees, whether on a weekly or monthly basis, serves as a safeguard against budgeting inaccuracies and helps ensure responsible use of funds.
An expense report can vary in length and complexity depending on your business requirements. It can range from a simple form to a more detailed document. Typically, an expense report includes a comprehensive list of expenses, with each item accompanied by a corresponding description. Expenses are often categorized, such as mileage, meals, hotel costs, or employee training. In the case of a travel-specific report, additional details about the destination and purpose of travel may also be included.
When listing expenses for reimbursement, it is essential to include any advance payments, which should be deducted from the total reimbursement amount. Additionally, the expense report should feature a signature line for approval and provide contact information for the individual requesting reimbursement. To maintain accurate records, it is advisable to indicate the specific time period during which the expenses were incurred.
What Is an Expense Report Template?
An expense report template is a tool that allows businesses or individuals to track and manage their expenses. An expense report template helps you record and organize your expenses, making it easier to get reimbursed and keep accurate financial records.
Expense report templates are not only helpful for tracking business expenses but can also be useful in creating a personal budget. Whether you're managing your monthly income and household expenses, undertaking a remodeling project, or planning a special event like a wedding, a personal budget can help you keep track of your primary expenses. It enables you to identify areas where you can reduce costs and increase your savings.
While expense reports may vary, they typically include the following sections, which you can customize to suit your expense-tracking needs:
- Name: Enter the name of the individual to be reimbursed upon submission of the expense report.
- Department: Specify the department where the employee or individual works or the department responsible for reimbursement.
- Manager: Provide the name of the manager overseeing the individual who can authorize expense reimbursement.
- Date: Indicate the date(s) when the expenses were incurred.
- Description: Provide a brief description for each expense.
- Expense Category: Categorize expenses into specific categories such as transportation, lodging, food, or mileage.
- Subtotal: Calculate the total of all expenses.
- Advances: Record any advances given to the individual being reimbursed.
- Total Reimbursement: Calculate the final reimbursement amount by subtracting any advances from the subtotal.
- Authorized By: Enter the name of the person authorized to approve the expense reimbursement.
- Receipts: Attach all relevant receipts to the expense report for accurate and timely payment processing.
Descubra una mejor manera de gestionar los informes de gastos y las operaciones financieras
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