…especially if you want to use that report as part of a presentation. Simply input your website, and Venngage will automatically extract your brand logo and colors and add them to your account: It’s easy to apply your branding elements to your expense reports using My Brand Kit. Even if your expense report is for internal purposes only, creating branded documents makes you come across as more professional. ![]() The same concept applies if you work for a company. Maintaining a consistent design across all your documents conveys professionalism - which is especially key if you’re starting a business and want to build a name for yourself. Here are my top tips on how to create a visually appealing personal or monthly expense report: Use your brand fonts, colors and logoĮvery document you share is an opportunity to showcase your brand.Įven with something like an expense report, it’s worth adding your logo, colors and fonts. But there are a few more design principles that can help you create a stunning report. Understanding the common layout of an expense report is a good start. I’ll also share some tips for creating an easy-to-follow expense report later - so stay tuned for those! Tips for designing your personal or monthly expense report template Need some more inspiration? Let’s take a look at seven more expense report templates, including what you might use them for. You can use these templates to record and budget your expenses, to find trends and patterns in your spending, or to present to your clients or colleagues… it’s up to you! Make this template your own by modifying the color palette and the icons to suit your expense categories.īut as I mentioned earlier, expense reports are more than financial documents. Need to get your spending under control? A monthly expense report is a good way to view your spending by category. For example, in this expense report template, expenses are recorded by categories to understand spending trends across the business: EDIT THIS EXPENSE REPORT TEMPLATE Monthly expense report templates Keeping organized records with reports also cuts down on mistakes and makes audits a whole lot easier. ![]() If you’re trying to work out cost-cutting measures, resource allocation or a new budget strategy, here’s a template that might help: EDIT THIS EXPENSE REPORT TEMPLATE They help small business owners like you figure out spending trends and find out where expenses are sneaking past expectations. A personal expense report like this can help track and document certain business-related expenses for tax deductions: EDIT THIS EXPENSE REPORT TEMPLATE Small business expense report templatesĪs small business owners, knowing upcoming expenses helps with financial planning and ensures that you have sufficient funds to run the business.Įxpense reports offer a transparent view of where the business’s money goes. In some cases, personal expense reports can also be helpful for tax purposes, especially if you’re self-employed or run a home-based business. Whether you’re saving for a vacation, a down payment on a house or retirement, this personal expense report template can help you track your spending: EDIT THIS EXPENSE REPORT TEMPLATE That way, you can make sure that you’re putting money where it matters most – for essentials, saving up and a little fun too. Looking at your expense reports helps you make a budget that fits your income and spending habits. Personal expense reports, while not directly related to business finances, can still be pretty useful in everyday life. They can use that information to budget for future projects to make sure resources are allocated wisely. Looking at this expense report, the manager and the HR department can understand what an employee typically spends while at a conference. Here’s an example of what a visual expense report looks like: ![]() Businesses can use expense reports to track spending, approve reimbursements or record transactions. Tips for designing your personal or monthly expense report templateĪn expense report is a document that itemizes expenses from an individual or a company.What is the purpose of an expense report?.12 customizable expense report templates.I’ll also share some tips to help you create one. So, in this post I’ll show you a ton of beautifully designed expense report templates you can use for your business. There’s no need for these reports to be dull or dense. I bet you do too.īut - hear me out - if you want to see your spending patterns, send an expense report to HR or your manager for reimbursement, or even repurpose a report for a company presentation, spreadsheets are not the way.Ĭreating an expense report that’s meant for someone other than yourself (or the tax agency) should go beyond a regular ol’ Excel spreadsheet. When I think of an expense report, I picture a spreadsheet full of numbers and text.
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