Download expense sheet manager

Approval by project managersExpense sheet approval by financial usersLimited daily allowance for expensesEnable expense sheet approval processOnly approved expenses are used for financial calculations.When the Enable expense sheet approval process setting is enabled, users Expense Sheets are submitted for approval by a manager.If left unchecked, once the expense sheet is submitted by the user it will automatically be marked as approved.The default value is 'On'.Expense sheet approval by direct managersNote:Requires that the Enable expense sheet approval process setting be enabled in order for it to take affect.Enabling the Expense sheet approval by direct managers, gives the user's direct manager authorization to approve the user’s Expense Sheets.When this option is not checked (and approval is necessary), either the users' task manager, project manager, or financial user will need to approve the expense sheet. The default value is 'On'.Expense sheet approval by project managersNote:Requires that the Enable expense sheet approval process setting be enabled in order for it to take affect.In order to better manage a project, Clarizen allows Project Managers to approve expense sheets associated to their project, when submitted by users assigned to the project.Checking the Expense sheet approval by project managers setting enables project managers and managers associated to a project to approve Expense Sheets submitted by users assigned to their projects.The default value is 'On'.Expense sheet approval by financial usersNote:Requires that the Enable expense sheet approval process setting be enabled in order for it to take affect.Enabling the Expense sheet approval by financial users setting allows users with

The Expenses module enables your organization to track, submit, and approve expenses for all your projects. This guide covers how to use the Expenses Module in ClickTime's web application. For instructions on tracking expenses via the mobile application, please refer to this guide.Creating Expense SheetsCreating and Attaching Expense ItemsSubmitting for ApprovalUnsubmit an Expense SheetEditing an Existing Expense Sheet or Expense ItemExpense Entry Training VideoCreating Expense SheetsTo create an Expense Sheet, first go to the My Expenses tab. If you are a Manager or Administrator with additional tabs, navigate to Personal > My Expenses.Click on "+ New Expense Sheet" in the upper right corner to get started.This will bring you to the "Create New Expense Sheet" page. Think of an Expense Sheet as a "folder" that neatly organizes all your Expense Items, which are the individual expenses you've incurred. It's a handy way to keep everything together and ensure your expenses are well-documented and easily accessible.The Expense Sheet Title (e.g., "June Expenses") and the Expense Sheet Date (autofilled to the current date) are required fields and must be completed before saving. Additionally, you have the option to include a Tracking ID and a Description of the Expense Sheet if applicable and necessary.Once you have filled out all the fields, click "Save." Upon saving, you'll see an "Expense sheet successfully created" message, and a New Expense Item panel will open from the right side of the screen. This allows you to start adding your individual expense items right away.Creating and Attaching Expense

Each month.The popularity of Google Sheets expense trackers stems from their ability to simplify financial management without the need for complex software or accounting knowledge. They help users gain valuable insights into their spending habits and make informed financial decisions.‍Best Google Sheets Templates for Monthly Expense TrackingHere are some free, ready-to-use Google Sheets templates to help businesses efficiently track expenses, streamline financial reporting, and simplify reimbursements.1. Simple Expense Report TemplateThis easy-to-use template is ideal for employee reimbursements and general business expenses. Users can log expense details, including date, category (transportation, lodging, meals, etc.), and total amount. The automated reimbursement field helps finance teams quickly calculate totals and deductions. A built-in manager approval section ensures expenses are validated before processing.👉 [Download the Simple Expense Report Template]2. Business Expense Tracker TemplateDesigned for business-wide financial tracking, this template organises monthly and annual expenses into clear categories. The main dashboard provides an overview of monthly spending, while detailed tabs for each month allow finance teams to track trends over time. The Year-to-Date (YTD) Expense Summary automatically calculates cumulative spending, making tax filing and financial reporting seamless.👉 [Download the Business Expense Tracker Template]3. Weekly Expense Report TemplateFor businesses managing short-term expenses, this weekly tracking template allows employees to report business-related expenditures by category (e.g., meals, mileage, entertainment). It includes a separate section for company-paid expenses, helping businesses distinguish between reimbursable and non-reimbursable costs.👉 [Download the Weekly Expense Report Template]4. Google Sheet Budget & Transaction Tracking TemplateThis Google Sheet Budget & Transaction Tracking Template is perfect for businesses that want an easy-to-use financial tracking system with built-in visual insights. Unlike standard expense trackers, this template offers a clear dashboard summary that automatically updates as you log income and expenses, giving a quick overview of financial health.👉 [Download the Google Sheet Budget & Transaction Tracking Template]‍How to Set Up a Monthly Expense Tracker in Google SheetsSetting up a monthly expense tracker in Google Sheets is straightforward and can significantly enhance your financial management. Here's a step-by-step guide to help you get started:1. Open Google SheetsOpen Google Sheets and create a new spreadsheet.Name your document, for example, "Monthly Expense Tracker."2. Create CategoriesLabel your columns to include:Date: When the expense occurred.Description: Brief details about the expense.Amount: The cost of the expense.Payment Method: How the expense was paid (e.g., cash, credit card).Category: Type of expense (e.g., groceries, utilities).3. Enter ExpensesAs you incur expenses, input the details into the corresponding columns.For consistency, consider using dropdown lists for categories: Highlight the Category column.Go to Data > Data validation.Under "Criteria," select "List of items" and enter your categories separated by commas.Click "Save."4. Use FormulasTo calculate total expenses:Select the cell where you want the total.Enter =SUM(C2:C) (assuming your amounts start from cell C2).Press Enter.For

💸 expense-manager "If you can't measure it, you can't improve it." - Peter DruckerTake control back. Introducing Expense Manager, an app to track your daily spendings. It is made of two main components:Main application: Used to add expenses to the sheetExpense Sheet: This is where you can do all kinds of analysis/summarization of your expenses.Why? Because Google Sheets is really good with numbers, but entering data from the mobile app is not very convenient. The idea is to make adding expense as simple as it can be. You should add them at the same moment you make a transaction. Make it like a habit.Detailed analysis of the sheet can be deferred till you get an access to a computer. You can plot fancy charts at end of the month, set the budget for next week, etc. And I feel all of that need not necessarily be done on small screen.FeaturesBuilt for the web - works cross-platform (iOS, Android, Mac, Windows, Linux).Uses Google Sheet as a database to store expenses. Why?Privacy. It's your personal data. It should belong to you.Sheets is way better at handling numbers than me. You can do all kinds of analysis using graphs, formulas, etc.I didn't want to write backend 🤓Progressive Web App - Quick to load, can be installed as a standalone app on phone.Easier sharing. Sharing expenses with someone (wife, family)? Share the expense sheet and all of your combined data belongs to the single sheet.Backup. Didn't I tell you it uses Google Sheets to store expenses? Your data is always backed up on ⛅Mobile friendly layout.[NEW] Supports internal amount transfer enteries (things like withdrawing cash, investing to an retirement account, etc)How to get startedCopy this sheet to your Google Drive. After sign in, choose File -> Make a Copy....Don't rename it. It should be named Expense Sheet.Update categories, account names, initial values in Data sheet. Clear our sample expenses in the first sheet.That's it! You can start adding expenses now.PermissionsRead access to Google Drive to find Expense Sheet.Read and write access to Google Sheets to add expenses.Check it out 🚀

💰Expenses is a progressive web application on top of Google Sheets 📉 written in React ⚛️. It is only a static HTML that works great on mobile 📱 and can be deployed anywhere.Check out the demo but please be considerate and don't break it for others.It was inspired by the expense-manager by mitul45 and it uses the material web components and material icons.FeaturesMultiple accountsChecking, savings, joint, etc.CategoriesGoogle Sheet as a backendGreat privacy and access control.Don't share sensitive data with 3rd party.Unlimited analysis up to your sheet skill.Works great on mobileProgressive Web App. Loads quickly and works as a standalone app.Beautiful material designBetter than native ;)Recurring expensesTotally doable with Zapier.Monthly summaryThis month. Last month. You immediately know how you doing.Get startedYou will need a somewhat recent version of Node and a place to deploy static HTML under a custom domain (doesn't have to be top level). To get the full offline support with service workers you'll need HTTPS – CloudFlare works fine or you can use your own certificate.make a copy of Expense Sheet to your drive File -> Make a copy...note the id of your new sheet (it's part of the URL)clone, install dependencies and build the app: npm run build">npm i && REACT_APP_SHEET_ID= npm run buildcopy the content of build folder to your serverRecurring ExpensesZapier is a service for connecting apps and automating your workflows. And it can be used to add recurring expenses with the Google Sheets Integrations.Select a trigger – it could be every month, week, or based on anything else.Use the Create Spreadsheet Row integration and select your expense sheet and fill it with the desired values. Easy.SharingAdding another person (for example your partner) to the app is easy – you just give them access to the expense sheet in Google Sheets.After that, they have the

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