How can I set up a system for tracking business expenses in Excel?

[dannyzmom]

I am trying to set up a way for DH to keep track of all his business expenses...much like how we can keep track of income/expenses on PP...anyone know how I can set up something like that? Maybe in Excel?

 

[janetupnorth]

You could set up a simple spreadsheet for him to just enter in a list then add autofilters so you can search by category and summarize.If you know what you want to record, I could make you a sample.

 

[janetupnorth]

(You could get fancy and add boxes and macros but I usually don't bother to that level for most things).

 

[chefann]

It would be pretty easy in Excel. In fact, I think a clustermate of mine uses Excel to track her expenses instead of using PP. She has a sheet for each category, and enters a line item for each expense. Columns include date, reason (like a specific show), amount, and notes.

 

[janetupnorth]

It would be pretty easy in Excel. In fact, I think a clustermate of mine uses Excel to track her expenses instead of using PP. She has a sheet for each category, and enters a line item for each expense. Columns include date, reason (like a specific show), amount, and notes.

I do that with some things, but found having it on one sheet in order by date and making use of filters and subtotals works awesome too.

With a click or two I can bring up subtotals by month, category, cost, etc...

 

[dannyzmom]

I do that with some things, but found having it on one sheet in order by date and making use of filters and subtotals works awesome too.

With a click or two I can bring up subtotals by month, category, cost, etc...

This sounds like what I need - Janet, I PM'd ya

 

[janetupnorth]

I'll see what I can do for you Carolyn...

 

[PChefPEI]

I think I have one made up that I did for my DH's business. I will check when I get home and let you know. You can PM me to remind me if I forget.