To create an expense sheet directly in Excel, simply open the app, click New, and type a keyword like "business expenses" or "travel expenses" into the search bar. Excel will show you several template options.

Keep in mind that Excel's built-in templates don’t always offer the advanced features, automation capabilities, and flexible visualizations that you get when combining Excel with a powerful platform like monday work management.

You’ve got a few options for creating a spreadsheet for your business expenses. You could build your own spreadsheet from scratch using Excel or Google Sheets, but why reinvent the wheel? Save yourself the headache by downloading a ready-to-use, customizable template from monday work management. You’ll skip the tedious formatting and formulas and jump right into simplified, organized expense tracking.

Tracking expenses in Excel starts with creating a clear and organized spreadsheet. Typically, you'll need columns for essential details like the date, description, category, amount, and payment method. Feel free to customize the spreadsheet further — maybe add specific columns like “client” or “project ID” to match your team's workflow.

For even greater efficiency, you can integrate your spreadsheet with monday work management to automate processes and gain richer insights.