Why track expenses?
It is a
How it works
The template consists of a master spreadsheet “Team expense tracker” to easily monitor all of your colleagues’ expenses. The information comes from separate input spreadsheets per individual (e.g. “Individual expenses 1”) and consolidates into one master file. The template has some sample data for you to overwrite with your
Let’s get you started
Step 1. Install the Expense tracker
Install the Expense Tracker Template by clicking the button above. Login using your Google account. Complete the authorization step and we simultaneously create your Sheetgo account. After doing so, click on the ‘Use Template’ button and install the template.
Sheetgo installs the system directly in your Google Drive. Find it in the “Sheetgo templates” folder. The individual expense tracker spreadsheets are stored in one folder called “Team expenses spreadsheets”. These consolidate into the master spreadsheet “Team expense tracker”. To illustrate, take a look at the Network view on the image below. If you need more individual expense spreadsheets, simply copy one of them and make sure to store them inside the same folder.
Step 2. Open all spreadsheets
Click on the spreadsheet and folder icons and open both the “Team expenses spreadsheets” folder and the “Team expense tracker” spreadsheet. Inside the folder, you find 3 Individual expenses spreadsheets. First, send these spreadsheets out to your team members who can rename their individual expense trackers.
Step 3. Fill out the information
Inside the input spreadsheets, “Individual expenses 1” for example, there are instructions on how to use the template. Each team member simply fills out their individual expenses in the “Expenses” tab and tracks their own expenses on a personal dashboard.
Step 4. Configure your Expense tracker
Once your team has filled out their individual expenses, update the consolidate connection. Go back to the
You are all set! 🙂
You successfully configured your Expense tracker template in Google Sheets. Feel free to customize according to your team’s needs. Go through our set of Finance templates and find exactly what your finance department needs to optimize it!