Record travel, mileage and out-of-pocket costs in a ledger spreadsheet with ease. Excel template.
Simple to use with a clean professional design. Common categories built in and ready to go:
‘Mileage’ – add Odometer readings or log your own distance figures and the sheet will calculate the value based on current vehicle and distance rates.
Travel – menu of options for business trips, travel, accomodation, sustenance included. Easy to amend or add to these to suit your requirements.
Other – scope to add your own additional expense types.
The categories feed into pull-down lists from which you can select as you add figures in the ledger, supporting you in fast and consistent record-keeping.
Summaries by expense type as well as monthly, quarterly and annual totals calculate automatically. All calculations are provided by the sheet.
Folder structure is provided to support you, with slots for a range of receipts and other supporting records.
‘Recur’ function included. This copies routine expenses (such as travelcards) and any routine expenses through all the months of the year in one action.
The categories and mileage rates included are current for the UK tax authority. These can easily be amended to reflect the requirements of your territory.
All figures are presented in a currency-neutral style so can be tailored to any territory.
Technical spec / Compatibility
The spreadsheet is supplied as a Microsoft Excel template. Digital product. No physical material will be supplied.
No skills with Excel formulae are required. Calculations are built into the spreadsheets and are made automatically as you populate the relevant sections with your figures.
The template is designed to be re-used year after year, assuming the supplied template is kept intact.