Business Expense Tracker Spreadsheet with Mileage Log
$9.99
Business expense tracker spreadsheet for self-employed people, freelancers and small shop owners who file a Schedule C. It works with Excel and Google Sheets. Log each sale, expense and business trip once, and it sorts everything by Schedule C line, totals it by month, flags anything that looks off and builds a one-page Year-End Summary to hand your tax preparer.
Share
What's inside
- Business_Expense_Tracker.xlsx: the blank workbook for your own year
- Business_Expense_Tracker_EXAMPLE.xlsx: the same workbook filled with a made-up year for a sample business, flags included, so you can see a finished year before you start
- Business_Expense_Tracker_Guide.docx: a short plain-English guide to every tab
- START_HERE.txt: what to open first and how to open it in Google Sheets
- Start Here: your settings (business name, tax year, vehicle method, mileage rate, set-aside %) and the steps in order
- Dashboard: income, expenses and profit to date, business miles, mileage amount, set-aside target vs. saved, missing receipts and open flags, plus 5 charts
- Categories: your categories and the Schedule C line each one maps to (a reference to the current form; check it each year and edit as needed)
- Income Log: up to 500 sales, payouts and client payments, with the 1099 form you expect
- Expense Log: up to 1,000 expenses. Flags a missing receipt, possible duplicate, $0 amount, missing category, a date outside your tax year and expenses paid personally
- Mileage Log: up to 500 trips. Enter miles or odometer readings, mark round trips, see monthly totals at your own rate
- Home Office: a worksheet that shows the simplified and regular methods side by side for your preparer
- Quarterly Set-Aside: a savings tracker for the % you choose, times profit. Not a tax calculation
- Monthly P&L: income and expenses by month in Schedule C line order
- Year-End Summary: one printable page in line order, with home office, vehicle, set-aside and 1099 info and a short checklist before you hand it over
Who it's for
- Freelancers, side-business owners, home-based makers and online sellers who file a Schedule C and want their records organized before they meet their tax preparer
Before you buy
This template is an organizational tool only, not tax, legal, or accounting advice. It does not prepare a return, figure tax or tell you how to report anything. Schedule C line numbers are a reference; check them against the current year's form. Not tax or legal advice. Check with your tax preparer. Built by ReconciledBooksCo, a small shop run by an experienced accountant.
Excel and Google Sheets. No macros. Paid spreadsheet products include a blank file and a filled example, plus a Start Here tab in plain English.
Licensed for one organization per purchase.
