Free Expense Tracker and Friday Checklist for Small Businesses
The 30-Second SIMEFF Answer:
This free SIMEFF Expense Tracker gives you a ready-to-use Excel workbook for recording expenses and maintaining them with a simple weekly routine.
What You'll Get
- A ready-to-use expense tracker
- A clear monthly overview
- The 15-minute Friday checklist
- A practical monthly expense review
- Simple starting expense categories
- Editable dropdown lists
- Step-by-step setup instructions
You can change the categories, payment methods, receipt statuses and checklist options to suit your business.
SIMEFF Expense Tracker & Checklist
Use It With the Tools You Already have.
Use the workbook as your main tracker if your finances are straightforward.
Already using Xero, QuickBooks, MYOB, Zoho Books or another accounting application? Use the Friday checklist and monthly review alongside your existing system.
Download the SIMEFF Expense Tracker & Checklist
The workbook is designed for Microsoft Excel. It may also open in Google Sheets, Apple Numbers and LibreOffice Calc, although some formatting or dropdown behaviour may vary.