Business Expense Tracker — Schedule-C-Style Categories & Monthly Totals

🔥 Business Expense Tracker: Instant Download

Log business expenses by category and see monthly and year-to-date totals.

A business expense tracker in one Excel workbook: 4 working tabs plus Start and Disclaimer, in one file that is yours to keep.

✨ What It Does for You

• Pick a category from a dropdown and the totals update for you
• See every month, January to December, plus year to date
• Get a year-to-date total for each of 24 plain-English categories
• Track receipts with a Yes / No / Digital column

📦 What's Inside

• Start and Disclaimer: tax year, a step-by-step how-to, and a plain-language disclaimer
• Expense Log: about 200 rows: date, month, vendor, description, category dropdown, amount, receipt (Yes / No / Digital), and notes
• Monthly Totals: January to December totals plus year to date, calculated from the log
• YTD Summary: a year-to-date total for each category
• Categories: 24 plain-English category labels inspired by common Schedule C buckets (these feed the dropdown)

💡 Who This Is For

• Freelancers and sole proprietors tracking deductible-type expenses
• Creators and side-business owners who want simple monthly totals
• Anyone who wants expenses categorized before tax time

🔄 Before and After

• Before: Receipts and card charges with no categories. After: Every expense tagged with one of 24 category labels from a dropdown
• Before: Adding up months by hand. After: Monthly Totals for January to December and year to date, calculated for you
• Before: Not knowing which expenses have receipts. After: A receipt column (Yes / No / Digital) on every row

⚡ Get Started in Minutes

• Download the .xlsx and open it in Excel or Google Sheets
• Enter your tax year on Start
• Log each expense with a category
• Check Monthly Totals and YTD Summary as you go
• Pick from the dropdowns as you fill it in

IMPORTANT: Organization tool only. NOT tax advice. Verify deductibility with a tax professional.

Sample data is fictional. Replace it with yours.

🔒 Instant Access

Once you purchase, you get immediate access to your file. It is yours to keep.

Next step: Business Tax Prep Workbook: https://payhip.com/b/b8vlD?utm_source=lJEhx_page

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder

✔️ Satisfaction Guarantee

If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.

💬 Need Help?

Message me anytime. I’m here to help you get the most out of your templates. Email herrickkyle87@outlook.com.

Start logging your business expenses today. Click Buy Now.