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Expense tracker template

Submit, approve and reimburse expenses, and see each budget's spend as it happens.

Tables
Expenses, Budgets
Views
Grid, Kanban, Form, Chart
Expense tracker: All expenses

About this template

Every expense with its date, category, amount, who paid and how far it is through approval, linked to the budget it comes out of. Budgets add up what was spent and show what is left; people submit expenses through the form.

  • Sample records to see how it works; delete them when you start
  • Every field, view and link can be changed
  • No record limit, on any plan
Expenses 8 fields · 8 sample records
Description Date Budget Amount Paid by Payment Status Notes
All expenses Approvals Submit an expense
Budgets 6 fields · 5 sample records
Name Owner Budget Spent Remaining Expense count
Budgets Spend by budget
Expense tracker: Budgets

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