Description
Track every business expense by category, vendor, and payment method — with budgets, monthly trends, and a live dashboard. Includes a 10-sheet Excel workbook, PDF Companion Guide, and Notion template.
What’s included:
- 10-sheet Excel workbook: Expense Log, Expense by Category, Monthly Summary, Vendor Spending, Budget vs Actual, Payment Method Breakdown, Recurring Expenses, Expense Lookup, Dashboard
- Automatic category and vendor totals, budget-vs-actual tracking with over-budget alerts
- Built-in monthly trend chart
- PDF Companion Guide explaining every tab
- Notion import file for teams who manage finances in Notion
- Instant digital download — works in Excel, Google Sheets, and LibreOffice



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