Free template
Free expense report template
An expense report in Excel with a category list, a billable column and totals, ready to send to a client or your accountant.
Free, no sign-up. Excel (.xlsx).
Expense report template
What’s in the template
- Date, merchant and category
- Description and client
- Amount and currency
- Billable and receipt attached
- Total and billable total
Tips for your expense report
Keep every receipt
Note on each line whether the receipt is attached.
Mark billable costs
So you can charge clients for the costs you incurred for them.
One currency per report
The totals add amounts as they are, so keep a report in one currency.
Scan receipts instead of typing them
Tristiks Grow reads receipts with AI, sorts expenses into categories and bills them back to clients.
See expense trackingFAQ
Questions, answered
Still have questions? Talk to our team.
What should an expense report include?
The date, merchant, category and amount of each expense, what it was for, which client it relates to, and whether a receipt is attached.
Which categories does it use?
Software, Travel, Meals & Entertainment, Equipment, Office Supplies, Advertising & Marketing, Professional Services, Contractors, Bank & Payment Fees, Education, Utilities and Other, the same as Tristiks Grow.
Is the expense report template free?
Yes. Download it and use it as often as you like, with no sign-up.
Let Tristiks Grow do the paperwork
Start a free 14-day trial with no credit card, or book a demo to see proposals, timesheets, expenses and invoices filled in for you.