Expense Tracker, Business Expense Tracking, Overhead Expense Categories

Name: Expense Tracker, Business Expense Tracking, Overhead Expense Categories
Brand: TimeSavingTemplates
SKU: 262864476
Availability: InStock
Rating: 4.7 (697 reviews)

TimeSavingTemplates

Arrives soon! Get it by May 10 if you order today

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Handmade

Materials: PDF file, MS Excel Spreadsheet

This is a simple & effective template package that will help you track all your overhead business expenses within various categories. You will be able to add to a total of 55 categories depending on what you will need.

See a demo on how this template works: https://www.youtube.com/watch?v=AP4qeAZ4SEU

This package is a combination of 3 business templates:

-The Basic Business Expenses tracker – the basic template with 21 of your own expense categories.

-The Extra Expense categories upgrade – from 21 up to 55 of your own expense categories can be added on this template.

-A bonus sales tracking portion where you can manage your monthly income and see a summary report of totals and net profit, per month.

Upgrade Options New update!

-In the upgraded version you can manage your contractors and staff’s time and costs, per project, as well as a view of a multi-year dashboard, comparing your data year over year.

-The newly added charts, included as additional summary tabs, will update as you enter your data.

-The Contractors Details and Contractor List tabs are additional pages to manage up to 30 contractors/staff members’ work hours and costs. This can be useful to organize hourly labor costs and/or profitability of your clients.

Most of the templates come with the cells with formulas protected, to prevent someone from deleting or writing over the formulas, which could cause the template to not work as described. If you would like to make changes to the formulas, I can send a version with the formulas unprotected for a small fee- https://www.etsy.com/listing/485658671/make-my-template-formulas-editable?ref=shop_home_active_1

Get a discount code here, when you sign up for the Templates Tribe email list- https://timesavingtemplates.com/tribe/

You will receive an Excel Spreadsheet via email.

*All templates are for personal use only and come personalized with your name or business name; please do not distribute.

Order today to get by May 10
Returns & exchanges not accepted
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Ships from: Santa Fe, TX

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Yes, most of my templates are designed in Microsoft Excel and are compatible with all versions of Excel. If you have a mac with 'Excel for macs' it will work.

Open office versions are available upon request. Open office is a free program you can download. If you have Excel 2003 or earlier, you might need to request a 2003 version which I can also send.

Most of my templates come with the cells with formulas protected, to prevent someone from accidentally deleting or writing over a formula, which could cause the template to not work as described.

If you want to be able to make changes to the formulas, there is a small fee to upgrade to the unprotected version. Most of my templates come personalized with your name or company name and that remains protected, even in the unprotected versions.

https://www.etsy.com/listing/485658671/make-my-template-formulas-editable?ref=shop_home_active_21

I can also make changes or customizations for you. See custom options here - https://www.etsy.com/shop/TimeSavingTemplates?ref=l2-shopheader-name§ion_id=22720650

Most of my templates are personalized with your name or business name. If you have a preference, please enter the name you'd like in the 'notes to seller' at checkout. Otherwise I will use the name listed on the account/order.

The excel templates are meant for use by the individual or business who purchases them, and the name cell remains protected in most of the templates, even with the unprotected formulas version upgrade.

If you would like to use the template for other people, such as your own clients, they can be used with a license if they are part of a service you provide. See license details here for more information-

https://www.etsy.com/listing/568804865/commercial-client-license-for-property?ref=shop_home_active_11

These videos will guide you through which template will work best for your situation:

Sales & Expenses tracking:
https://www.youtube.com/watch?v=c1WhC86xkQw

Rental Property Management:
https://www.youtube.com/watch?v=iTKz2sYywkQ&t

Inventory Tracking:
https://www.youtube.com/watch?v=JKVcrSX2Gow&t

Subscribe to my YouTube channel for more template demos and excel spreadsheet tips and shortcuts!