{"id":59679,"date":"2022-06-28T20:18:16","date_gmt":"2022-06-29T00:18:16","guid":{"rendered":"https:\/\/venngage.com\/blog\/?p=59679"},"modified":"2025-11-07T08:07:09","modified_gmt":"2025-11-07T13:07:09","slug":"expense-report-template","status":"publish","type":"post","link":"https:\/\/venngage.com\/blog\/expense-report-template\/","title":{"rendered":"12+ Expense Report Examples with Editable Templates"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/venngage.com\/templates\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-Venngage.png\" alt=\"expense report template\" class=\"wp-image-59704\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-Venngage.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-Venngage-300x169.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-Venngage-768x432.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-Venngage-730x411.png 730w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n<p>When I think of an expense report, I picture a spreadsheet full of numbers and text. I bet you do too.<\/p>\n\n\n\n<p>But \u2014 hear me out \u2014 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.<\/p>\n\n\n\n<p><a href=\"https:\/\/venngage.com\/features\/report-maker\" target=\"_blank\" rel=\"noreferrer noopener\">Creating an expense report<\/a> that\u2019s meant for someone other than yourself (or the tax agency) should go beyond a regular ol\u2019 Excel spreadsheet. There\u2019s no need for these reports to be dull or dense. <\/p>\n\n\n\n<p>So, in this post I\u2019ll show you a ton of beautifully designed&nbsp;<a href=\"https:\/\/venngage.com\/templates\/reports\/expense\" target=\"_blank\" rel=\"noreferrer noopener\">expense report templates<\/a>&nbsp;you can use for your business. I\u2019ll also share some tips to help you create one. Let\u2019s get started.&nbsp;<\/p>\n\n\n\n<center><a href=\"https:\/\/infograph.venngage.com\/signup\" target=\"_blank\" rel=\"noopener nofollow\"><button class=\"btn-cta\"><b>START CREATING FOR FREE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p><strong>Click to jump ahead:<\/strong><\/p>\n\n\n\n<ul>\n<li><a href=\"#examples\">12 expense report examples with customizable templates<\/a><\/li>\n\n\n\n<li><a href=\"#what\">What is an expense report?<\/a><\/li>\n\n\n\n<li><a href=\"#purpose\">What is the purpose of an expense report?<\/a><\/li>\n\n\n\n<li><a href=\"#tips\">Tips for designing your personal or monthly expense report template<\/a><\/li>\n\n\n\n<li><a href=\"#FAQs\">Expense report FAQs<\/a><\/li>\n<\/ul>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"examples\"><strong>12 expense report examples with customizable templates<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Free expense report template<\/strong><\/h3>\n\n\n\n<p>This free quarterly expense report template breaks down business expenses recorded in Q2 (April, May, June). It\u2019s really simple and to the point, so if you want a minimalist design for your quarterly expense report, this is the template for you.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/free-expense-report-template-78372321-6d1c-473b-af7e-26318fa3e17b\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Free-Expense-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59692\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Free-Expense-Report-Template.png 1056w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Free-Expense-Report-Template-300x232.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Free-Expense-Report-Template-1024x791.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Free-Expense-Report-Template-768x593.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Free-Expense-Report-Template-730x564.png 730w\" sizes=\"(max-width: 1056px) 100vw, 1056px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/free-expense-report-template-78372321-6d1c-473b-af7e-26318fa3e17b\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Business expense report template<\/strong><\/h3>\n\n\n\n<p>Business expense reports provide a comprehensive picture of a company&#8217;s spending. This includes <a href=\"https:\/\/www.replicon.com\/ptt\/project-time-expense-tracker\/\" target=\"_blank\" rel=\"noreferrer noopener\">tracking time and expenses<\/a> by employee, department, project or any other relevant category.<\/p>\n\n\n\n<p>They&#8217;re also important for making smart decisions. As business owners, an accurate expense report can help you get better deals with vendors, resource management and making data-driven decisions for financial health.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/blue-business-marketing-quarterly-report-7fe74e56-00fe-435a-b23d-334a17fa2a06\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Blue-Business-Marketing-Quarterly-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59693\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Blue-Business-Marketing-Quarterly-Report-Template.png 1056w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Blue-Business-Marketing-Quarterly-Report-Template-300x232.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Blue-Business-Marketing-Quarterly-Report-Template-1024x791.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Blue-Business-Marketing-Quarterly-Report-Template-768x593.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Blue-Business-Marketing-Quarterly-Report-Template-730x564.png 730w\" sizes=\"(max-width: 1056px) 100vw, 1056px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/blue-business-marketing-quarterly-report-7fe74e56-00fe-435a-b23d-334a17fa2a06\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>This report template looks at both revenue sources and expenses, but of course, you can edit it as you see fit. If you don\u2019t need to report on revenue sources, just swap out the text to focus solely on expenses.&nbsp;<\/p>\n\n\n\n<p>This template is ideal when used in a presentation. If you need to report on business transactions recorded in a quarter and the spending pattern you spotted from that data, you\u2019ve found the right template.<\/p>\n\n\n\n<p>Notice the heavy use of data visualizations, like&nbsp;<a href=\"https:\/\/venngage.com\/blog\/donut-chart\/\" target=\"_blank\" rel=\"noreferrer noopener\">donut charts<\/a>&nbsp;or&nbsp;<a href=\"https:\/\/venngage.com\/blog\/bar-chart\/\" target=\"_blank\" rel=\"noreferrer noopener\">bar graphs<\/a>&nbsp;\u2014 you can use the existing graphs or switch them up, depending on your needs. If you\u2019re not sure which visualizations to use, check out this guide on&nbsp;<a href=\"https:\/\/venngage.com\/blog\/how-to-choose-the-best-charts-for-your-infographic\/\" target=\"_blank\" rel=\"noreferrer noopener\">how to pick the right charts for your data<\/a>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/BarLineChart-New2.gif\" alt=\"expense report template\" class=\"wp-image-59702\" width=\"700\"\/><\/figure><\/div>\n\n\n<p>Once you finish editing your report, you can export your template as a PPTX file. This makes it easy to add to a PowerPoint presentation:&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/expense-report-sample-template-1024x577.png\" alt=\"Download in PPTX with Venngage\" class=\"wp-image-84317\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/expense-report-sample-template-1024x577.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/expense-report-sample-template-300x169.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/expense-report-sample-template-768x433.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/expense-report-sample-template-1536x866.png 1536w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/expense-report-sample-template-2048x1155.png 2048w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/expense-report-sample-template-730x412.png 730w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>Employee expense report template<\/strong><\/h3>\n\n\n\n<p>Employee expense reports offer a window into how company funds are being utilized by employees. If you&#8217;re handling HR tasks, diving into employee expense reports is pretty useful.<\/p>\n\n\n\n<p>It helps with checking out spending habits and spotting any red flags, like maybe splurging a bit too much or on things you don&#8217;t really need. <\/p>\n\n\n\n<p>Here\u2019s an <a href=\"https:\/\/venngage.com\/blog\/how-to-write-a-report\/\">example of a report<\/a> that records what an employee spends while attending a conference:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/employee-expense-report-template-2afe1672-ebd8-4c01-ae89-b2bf2c9cf989\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Expense-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59689\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Expense-Report-Template.png 1056w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Expense-Report-Template-300x232.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Expense-Report-Template-1024x791.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Expense-Report-Template-768x593.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Employee-Expense-Report-Template-730x564.png 730w\" sizes=\"(max-width: 1056px) 100vw, 1056px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/employee-expense-report-template-2afe1672-ebd8-4c01-ae89-b2bf2c9cf989\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Looking at this expense report, the manager and the HR department can understand what an employee typically spends while at a conference. They can use that information to budget for future projects to make sure resources are allocated wisely.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Personal expense report template<\/strong>s<\/h3>\n\n\n\n<p>Personal expense reports, while not directly related to business finances, can still be pretty useful in everyday life.<\/p>\n\n\n\n<p>Looking at your expense reports is an essential step to knowing <a href=\"https:\/\/www.sofi.com\/learn\/content\/how-to-make-a-budget\/\" target=\"_blank\" rel=\"noreferrer noopener\">how to make a budget<\/a> that fits your income and spending habits. That way, you can make sure that you&#8217;re putting money where it matters most \u2013 for essentials, saving up and a little fun too.<\/p>\n\n\n\n<p>Whether you&#8217;re saving for a vacation, a down payment on a house or retirement, this personal expense report template can help you track your spending: <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/personal-expense-report-template-043d5499-80c3-4369-aa1b-7eb7bf756767\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-29-1024x791.png\" alt=\"Personal Expense Report Template\n\" class=\"wp-image-84189\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-29-1024x791.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-29-300x232.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-29-768x593.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-29-730x564.png 730w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-29.png 1056w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/personal-expense-report-template-043d5499-80c3-4369-aa1b-7eb7bf756767\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>In some cases, personal expense reports can also be helpful for tax purposes, especially if you&#8217;re self-employed or run a home-based business. A personal expense report like this can help track and document certain business-related expenses for tax deductions:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/colorful-shape-expense-report-ef0657ac-5338-4ee3-9b60-562d51984154\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-30.png\" alt=\"Colorful Shape Expense Report\n\" class=\"wp-image-84190\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-30.png 640w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-30-232x300.png 232w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/a><\/figure>\n\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/colorful-shape-expense-report-ef0657ac-5338-4ee3-9b60-562d51984154\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Small business expense report templates<\/strong><\/h3>\n\n\n\n<p>As small business owners, knowing upcoming expenses helps with financial planning and ensures that you have sufficient funds to run the business.<\/p>\n\n\n\n<p><a href=\"https:\/\/payhawk.com\/blog\/automated-expense-reporting-for-modern-businesses\" target=\"_blank\" rel=\"noreferrer noopener\">Expense reports offer a transparent view<\/a> of where the business&#8217;s money goes. They help small business owners like you figure out spending trends and find out where expenses are sneaking past expectations.<\/p>\n\n\n\n<p>If you&#8217;re trying to work out cost-cutting measures, resource allocation or a new budget strategy, here&#8217;s a template that might help:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/black-purple-and-blue-expenses-report-0829fc85-2241-484e-87c5-fd661ae757ce\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-31.png\" alt=\"Black Purple And Blue Expenses Report\n\" class=\"wp-image-84193\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-31.png 640w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-31-232x300.png 232w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/a><\/figure>\n\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/black-purple-and-blue-expenses-report-0829fc85-2241-484e-87c5-fd661ae757ce\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Keeping organized records with reports also cuts down on mistakes and makes audits a whole lot easier. For example, in this expense report template, expenses are recorded by categories to understand spending trends across the business:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/dark-grey-expenses-report-1d15a9fc-a8a9-4958-a141-752cdd6ecd97\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-33.png\" alt=\"Dark Grey Expenses Report\n\" class=\"wp-image-84195\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-33.png 640w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-33-232x300.png 232w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/dark-grey-expenses-report-1d15a9fc-a8a9-4958-a141-752cdd6ecd97\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-32.png\" alt=\"Dark Grey Expenses Report\n\" class=\"wp-image-84194\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-32.png 640w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/image-32-232x300.png 232w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/a><\/figure>\n\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/dark-grey-expenses-report-1d15a9fc-a8a9-4958-a141-752cdd6ecd97\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Monthly expense report templates<\/strong><\/h3>\n\n\n\n<p>Need to get your spending under control? A monthly expense report is a good way to view your spending by category. Make this template your own by modifying the color palette and the icons to suit your expense categories.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/monthly-expense-report-template-656e033b-2240-4c05-bafd-c41ee814276a\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-venngage.png\" alt=\"expense report template\" class=\"wp-image-59694\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-venngage.png 960w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-venngage-115x300.png 115w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-venngage-393x1024.png 393w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-venngage-768x2002.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-venngage-589x1536.png 589w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-venngage-785x2048.png 785w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-venngage-730x1903.png 730w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/monthly-expense-report-template-656e033b-2240-4c05-bafd-c41ee814276a\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Venngage offers 40,000+ icons and illustrations to help you visualize your design. To change an icon, you can just double click it and pick another from the pop-up icon library:&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/diverse-icons-new-nav-1024x569.png\" alt=\"Venngage dashboard - replace icons.\" class=\"wp-image-84318\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/diverse-icons-new-nav-1024x569.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/diverse-icons-new-nav-300x167.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/diverse-icons-new-nav-768x427.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/diverse-icons-new-nav-1536x853.png 1536w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/diverse-icons-new-nav-2048x1138.png 2048w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/diverse-icons-new-nav-730x406.png 730w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>With a little help from\u00a0<a href=\"https:\/\/venngage.com\/blog\/my-brand-kit\/\" target=\"_blank\" rel=\"noreferrer noopener\">My Brand Kit<\/a>, you can easily apply your company\u2019s logo and <a href=\"https:\/\/venngage.com\/blog\/brand-colors\/\">brand colors<\/a> to your expense report design:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1024x574.png\" alt=\"Venngage My Brand Kit\" class=\"wp-image-84319\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1024x574.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-300x168.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-768x431.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1536x862.png 1536w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-2048x1149.png 2048w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-730x409.png 730w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Here\u2019s a different take on the previous template:&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/expense-report-template-d70d42e9-6674-4c33-918e-145f71da4e9c\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59695\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template.png 960w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-115x300.png 115w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-393x1024.png 393w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-768x2002.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-589x1536.png 589w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-785x2048.png 785w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Expense-Report-Template-730x1903.png 730w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/expense-report-template-d70d42e9-6674-4c33-918e-145f71da4e9c\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Or, if you\u2019re looking for a simpler monthly expense report with a section on projected spending, this template is perfect for you:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/monthly-business-expense-template-9c47ed84-bce4-44e9-ac03-266776096ac4\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Business-Expense-Template.png\" alt=\"expense report template\" class=\"wp-image-59696\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Business-Expense-Template.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Business-Expense-Template-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Business-Expense-Template-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Business-Expense-Template-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Business-Expense-Template-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/monthly-business-expense-template-9c47ed84-bce4-44e9-ac03-266776096ac4\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>It also compares your <a href=\"https:\/\/accountsandlegal.co.uk\/accounting-advice\/how-to-read-a-company-balance-sheet\/\" target=\"_blank\" rel=\"noreferrer noopener\">spending against your budget<\/a>. This makes it easy to see at a glance whether you\u2019re <a href=\"https:\/\/www.wagedayadvance.co.uk\/budget-friendly-tips-to-reduce-impulse-buying\/\" target=\"_blank\" rel=\"noreferrer noopener\">staying within budget<\/a>\u2026 or blowing way past it!&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Annual budget projection templates<\/strong><\/h3>\n\n\n\n<p>Planning your finances for the year ahead? Well, then you&#8217;ll need an annual budget projection report. They provide a blueprint for the year ahead, outlining expected income and expenses.<\/p>\n\n\n\n<p>Using a budget projection template can help you set up financial goals for the year. You can keep track of how you&#8217;re doing compared to what you planned, making it easy to keep track and not overspend. <\/p>\n\n\n\n<p>If you\u2019re looking for a no-fuss, simple expense report template, this one\u2019s for you. You can edit this annual report template to include your company\u2019s projected funding sources and expenses. This can help you develop a realistic budget for the year.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/gradient-nonprofit-budget-annual-report-05e48c15-2466-40f1-b7b6-9365b49e136f\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Gradient-Nonprofit-Budget-Annual-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59697\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Gradient-Nonprofit-Budget-Annual-Report-Template.png 960w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Gradient-Nonprofit-Budget-Annual-Report-Template-115x300.png 115w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Gradient-Nonprofit-Budget-Annual-Report-Template-393x1024.png 393w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Gradient-Nonprofit-Budget-Annual-Report-Template-768x2002.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Gradient-Nonprofit-Budget-Annual-Report-Template-589x1536.png 589w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Gradient-Nonprofit-Budget-Annual-Report-Template-785x2048.png 785w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Gradient-Nonprofit-Budget-Annual-Report-Template-730x1903.png 730w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/gradient-nonprofit-budget-annual-report-05e48c15-2466-40f1-b7b6-9365b49e136f\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>Here\u2019s another option: this template shows the same information, just with a different design treatment:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/simple-nonprofit-budget-annual-report-4baff398-67e9-458e-b89a-a351f1938738\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Simple-Nonprofit-Budget-Annual-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59698\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Simple-Nonprofit-Budget-Annual-Report-Template.png 960w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Simple-Nonprofit-Budget-Annual-Report-Template-115x300.png 115w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Simple-Nonprofit-Budget-Annual-Report-Template-393x1024.png 393w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Simple-Nonprofit-Budget-Annual-Report-Template-768x2002.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Simple-Nonprofit-Budget-Annual-Report-Template-589x1536.png 589w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Simple-Nonprofit-Budget-Annual-Report-Template-785x2048.png 785w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Simple-Nonprofit-Budget-Annual-Report-Template-730x1903.png 730w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/simple-nonprofit-budget-annual-report-4baff398-67e9-458e-b89a-a351f1938738\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>If your company leans in a fun, creative visual direction, you can easily modify the subtle color palette to create a brighter, more vibrant report.&nbsp;<\/p>\n\n\n\n<p>Input your essential data, add your company logo and colors, and voil\u00e0! You\u2019ll have a professional, thoughtfully designed document to share with potential investors and company stakeholders.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what\"><strong>What is an expense report?<\/strong><\/h2>\n\n\n\n<p>An expense report is a document that itemizes expenses from an individual or a company. Businesses can use expense reports to track spending, approve reimbursements or <a href=\"https:\/\/www.shoeboxed.com\/blog\/simple-record-keeping-best-practices-for-small-businesses\/\" target=\"_blank\" rel=\"noreferrer noopener\">record transactions<\/a>.&nbsp;<\/p>\n\n\n\n<p>Here\u2019s an example of what a visual expense report looks like:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/monthly-expense-report-template-dd0ab271-62f6-48c7-af24-f54608765f6b\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59687\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template.png 1056w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-300x232.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-1024x791.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-768x593.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Monthly-Expense-Report-Template-730x564.png 730w\" sizes=\"(max-width: 1056px) 100vw, 1056px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/monthly-expense-report-template-dd0ab271-62f6-48c7-af24-f54608765f6b\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>From this monthly expense report template, you can see what the employee (Melanie Rodrigues) spent in the latter half of September 2024. This report itemizes her expenses by date, description, and category (Air\/Travel, Lodging, Fuel, Meals, Entertainment and Other).<\/p>\n\n\n\n<p>Of course, not all expense reports have to look like this. (I\u2019ll share more templates later!) But this is a good example of a visual expense report you could submit to be reimbursed for your business expenditures.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"purpose\"><strong>What is the purpose of an expense report?<\/strong><\/h2>\n\n\n\n<p>When employees pay for business expenses with their own money, a report like this is perfect for tracking expenditures. They can submit their report, along with receipts, for reimbursement or tax purposes.&nbsp;<\/p>\n\n\n\n<p>Of course, different departments will use <a href=\"https:\/\/ramp.com\/expense-management\" target=\"_blank\" rel=\"noreferrer noopener\">expense management<\/a> reports in different ways. HR reps need expense reports to document and keep track of a company&#8217;s finances:&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/small-business-expense-report-template-f8857db9-50aa-4533-80f2-0fe3905ec2b5\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Small-Business-Expense-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59688\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Small-Business-Expense-Report-Template.png 1056w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Small-Business-Expense-Report-Template-300x232.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Small-Business-Expense-Report-Template-1024x791.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Small-Business-Expense-Report-Template-768x593.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Small-Business-Expense-Report-Template-730x564.png 730w\" sizes=\"(max-width: 1056px) 100vw, 1056px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/small-business-expense-report-template-f8857db9-50aa-4533-80f2-0fe3905ec2b5\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>On the other hand, managers may use these reports to allocate a budget to their team members. <\/p>\n\n\n\n<p>Expense reporting and auditing go hand in hand, too. A company\u2019s financial department may look at expense reports to ensure reimbursements comply with company regulations. What\u2019s more, they can spot any \u201cbig spenders\u201d and look into the matter.&nbsp;<\/p>\n\n\n\n<p>Small business owners and freelancers are no strangers to expense reports either. This type of reporting is key for tracking income and expenses, which makes <a href=\"https:\/\/synder.com\/blog\/tax-season-2021-5-survival-tips-for-busy-accountants\/\" target=\"_blank\" rel=\"noreferrer noopener\">tax season<\/a> a lot easier.<\/p>\n\n\n\n<p>If you\u2019re a freelancer\/sole service provider, you can edit this quarterly expense report template to track your spending \u2014 for both budgeting and tax filing purposes:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/business-expense-report-template-bfb8d37b-3fb8-43b2-a6d8-9d9990f4fb32\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Business-Expense-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59690\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Business-Expense-Report-Template.png 1056w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Business-Expense-Report-Template-300x232.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Business-Expense-Report-Template-1024x791.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Business-Expense-Report-Template-768x593.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Business-Expense-Report-Template-730x564.png 730w\" sizes=\"(max-width: 1056px) 100vw, 1056px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/business-expense-report-template-bfb8d37b-3fb8-43b2-a6d8-9d9990f4fb32\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>If you want to record both your income and expenses, the template below is perfect for you. It also works if you just want to keep track of your personal spending:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/personal-expense-report-template-562517b2-1db7-46a6-becf-08910b43e0b0\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Personal-Expense-Report-Template.png\" alt=\"expense report template\" class=\"wp-image-59691\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Personal-Expense-Report-Template.png 1056w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Personal-Expense-Report-Template-300x232.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Personal-Expense-Report-Template-1024x791.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Personal-Expense-Report-Template-768x593.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Personal-Expense-Report-Template-730x564.png 730w\" sizes=\"(max-width: 1056px) 100vw, 1056px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/personal-expense-report-template-562517b2-1db7-46a6-becf-08910b43e0b0\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>But as I mentioned earlier, expense reports are&nbsp;<em>more<\/em>&nbsp;than financial documents. 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\u2026 it\u2019s up to you!&nbsp;<\/p>\n\n\n\n<p>Need some more inspiration? Let\u2019s take a look at seven more expense report templates, including what you might use them for. I\u2019ll also share some tips for creating an easy-to-follow expense report later \u2014 so stay tuned for those!<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"tips\"><strong>Tips for designing your personal or monthly expense report template<\/strong><\/h2>\n\n\n\n<p>Understanding the common layout of an expense report is a good start. But there are a few more design principles that can help you create a stunning report. <\/p>\n\n\n\n<p>Here are my top tips on how to create a visually appealing personal or monthly expense report:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Use your brand fonts, colors and logo<\/strong><\/h3>\n\n\n\n<p>Every document you share is an opportunity to showcase your brand.&nbsp;<\/p>\n\n\n\n<p>Even with something like an expense report, it\u2019s worth adding your logo, colors and fonts. Maintaining a consistent design across all your documents conveys professionalism \u2014 which is especially key if you\u2019re starting a business and want to build a name for yourself.&nbsp;<\/p>\n\n\n\n<p>The same concept applies if you work for a company. Even if your expense report is for internal purposes only, creating branded documents makes you come across as more professional.&nbsp;<\/p>\n\n\n\n<p>It\u2019s easy to apply your branding elements to your expense reports using My Brand Kit. Simply input your website, and Venngage will automatically extract your brand logo and colors and add them to your account:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" loading=\"lazy\" width=\"700\" height=\"418\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/autobrand-gif.gif\" alt=\"expense report template\" class=\"wp-image-59699\"\/><\/figure><\/div>\n\n\n<p>Once that\u2019s done, you can brand all your business reports with a single, magical click.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1-1024x574.png\" alt=\"Venngage My Brand Kit\" class=\"wp-image-84320\" width=\"700\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1-1024x574.png 1024w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1-300x168.png 300w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1-768x431.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1-1536x862.png 1536w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1-2048x1149.png 2048w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2024\/03\/brand-kit-2-1-730x409.png 730w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>Add data visualizations to your report\u2026&nbsp;<\/strong><\/h3>\n\n\n\n<p>\u2026especially if you want to use that report as part of a presentation. Charts, graphs and diagrams help turn raw numbers into meaningful insights. Plus, it\u2019s easier for readers to process visuals than text or numbers. (True fact:&nbsp;<a href=\"https:\/\/venngage.com\/blog\/visual-learning\/\" target=\"_blank\" rel=\"noreferrer noopener\">visuals improve learning outcomes<\/a>.)<\/p>\n\n\n\n<p>Charts and graphs are also helpful for showing patterns in your spending habits, like how much you spend on specific items throughout the month. This makes it easier for you to identify where you can cut back on expenses\u2026 or where you can make it rain.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"FAQs\"><strong>Expense report FAQs<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How do I create my own expense reports?<\/strong><\/h3>\n\n\n\n<p>Depending on your objective, you can create your own expense report in one of two ways:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Use a Venngage expense report template<\/strong><\/h4>\n\n\n\n<p>If you want an expense report that showcases your branding and is visually appealing,&nbsp;<a href=\"https:\/\/venngage.com\/templates\/reports\/expense\" target=\"_blank\" rel=\"noreferrer noopener\">choose a template from Venngage\u2019s library<\/a>. You can brand the report, add data visualizations, like charts, graphs and diagrams, add a visual touch with icons and much more.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/venngage.com\/templates\/reports\/modern-letter-fe82a0f5-b602-4613-bcbc-250af8692c42\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Modern-Report.png\" alt=\"expense report template\" class=\"wp-image-59700\" width=\"500\" srcset=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Modern-Report.png 816w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Modern-Report-232x300.png 232w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Modern-Report-791x1024.png 791w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Modern-Report-768x994.png 768w, https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2022\/06\/Modern-Report-730x945.png 730w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><\/a><\/figure><\/div>\n\n\n<center><a href=\"https:\/\/venngage.com\/templates\/reports\/modern-letter-fe82a0f5-b602-4613-bcbc-250af8692c42\" target=\"_blank\" rel=\"noopener\"><button class=\"btn-cta\"><b>EDIT THIS EXPENSE REPORT TEMPLATE\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<p>With the drag-and-drop editor, you can easily edit any templates \u2014 no design experience required. Give us a try: it\u2019s free to create an account. Note, many of our templates are available for free while some require a small monthly fee.<\/p>\n\n\n\n<center><a href=\"https:\/\/infograph.venngage.com\/signup\" target=\"_blank\" rel=\"noopener nofollow\"><button class=\"btn-cta\"><b>START CREATING FOR FREE<\/b><\/button><\/a><\/center>&nbsp;\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Use Excel or Google Sheets to create an expense report template<\/strong><\/h4>\n\n\n\n<p>Your other option is to create an expense report in a spreadsheet program, like <a href=\"https:\/\/www.shoeboxed.com\/blog\/excel-expense-spreadsheet\/\" target=\"_blank\" rel=\"noreferrer noopener\">Excel<\/a> or Google Sheets. These programs are useful because they allow you to quickly enter data, create basic charts and graphs to visualize your expenses, sort data by specific fields and use formulas to automatically calculate values.&nbsp;<\/p>\n\n\n\n<p>Of course, with Excel or Google Sheets, your expense report won\u2019t look professionally designed \u2014 these programs aren\u2019t built for that purpose.&nbsp;<\/p>\n\n\n\n<p>I recommend using Excel or Google Sheets to record your data, and then upload that data to one of Venngage\u2019s&nbsp;<a href=\"https:\/\/venngage.com\/templates\/reports\/expense\" target=\"_blank\" rel=\"noreferrer noopener\">expense report templates<\/a>. This way, you get the best of both worlds. Quick data entry&nbsp;<em>and<\/em>&nbsp;a beautiful, visualized report you can present or share with your clients and colleagues.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What should an expense report include?<\/strong><\/h3>\n\n\n\n<p>The exact contents of an expense report will vary depending on your needs. But in general, they all contain the following data:<\/p>\n\n\n\n<ul>\n<li>Type of receipt&nbsp;<\/li>\n\n\n\n<li>Description of payment or name of the payee&nbsp;<\/li>\n\n\n\n<li>Reason for payment&nbsp;<\/li>\n\n\n\n<li>Date of payment or date of reimbursement<\/li>\n\n\n\n<li>Amount paid or reimbursed<\/li>\n<\/ul>\n\n\n\n<p>Some expense reports may include the <a href=\"https:\/\/myhours.com\/time-tracking-library\/choosing-a-billing-approach\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><a href=\"https:\/\/myhours.com\/time-tracking-library\/choosing-a-billing-approach\" target=\"_blank\" rel=\"noreferrer noopener\">approaches to billing<\/a> used or require an employee to identify the expense category.&nbsp;<\/p>\n\n\n\n<p>Aside from the details listed, when submitting an expense report, you should also include receipts. Receipts are the proof that backs up your report, so you can get reimbursed by your employer for your expenses.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What is the difference between a business expense report and a personal expense report?<\/strong><\/h3>\n\n\n\n<p>A business expense report tracks costs incurred during business operations, such as travel, office supplies and client meetings, to ensure accurate accounting and reimbursement. <\/p>\n\n\n\n<p>A personal expense report, on the other hand, details an individual&#8217;s personal spending, helping to <a href=\"https:\/\/www.moneykey.com\/articles\/ultimate-budgeting-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\">manage budgets and track personal finances<\/a>. <\/p>\n\n\n\n<p>The key difference lies in the purpose: business reports are for company-related expenses, while personal reports focus on individual finances.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Design your expense reports with Venngage templates<\/strong><\/h2>\n\n\n\n<p>Have I won you over? Are you ready to ditch the <a href=\"https:\/\/www.shoeboxed.com\/blog\/excel-expense-spreadsheet\/\" target=\"_blank\" rel=\"noreferrer noopener\">Excel reports<\/a> forever?&nbsp;<\/p>\n\n\n\n<p>Okay, you don\u2019t actually have to ditch your Excel reports. But when it comes time to present your data, visualize spending patterns or submit your expenses for reimbursement, I hope you\u2019ll consider using a&nbsp;professionally designed report template.<\/p>\n\n\n\n<p>Thankfully, Venngage has plenty for you to choose from. Whether you\u2019re tracking your own spending habits, monitoring a departmental budget or forecasting future business expenses, do it in style.&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/infograph.venngage.com\/infographics\" target=\"_blank\" rel=\"noreferrer noopener\">Sign up for a free Venngage account<\/a>&nbsp;and show off your business savvy with the best expense report templates on the block.&nbsp;<\/p>\n\n\n\n<center><a href=\"https:\/\/infograph.venngage.com\/signup\" target=\"_blank\" rel=\"noopener nofollow\"><button class=\"btn-cta\"><b>START CREATING FOR FREE<\/b><\/button><\/a><\/center>&nbsp;\n","protected":false},"excerpt":{"rendered":"<p>When I think of an expense report, I picture a spreadsheet full of numbers and text. I bet you do too. But \u2014 hear me out \u2014 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, [&hellip;]<\/p>\n","protected":false},"author":78,"featured_media":59704,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false},"categories":[198,606],"tags":[215,241,268],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"Need to create an expense report for your business expenditures? 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