Share expense data with team members, assign tasks, and communicate within the template to ensure everyone is on the same page. On this page, you’ll find many bookkeeping templates, including a cash book template, a business expense spreadsheet, a statement of account template, and an income. Each template is free to download, printable, and fully customizable to meet your business needs. Collaborate and share: Whether you're working individually or as a team, Lark's expense tracking template allows for seamless collaboration. We’ve collected 23 of the top bookkeeping templates for small business owners. Customize the report format, filter expenses by category or date range, and export the data for further analysis.ĥ. Generate comprehensive reports: Need to analyze your expenses for tax purposes or financial reporting? Lark's expense tracking template allows you to generate detailed reports with just a few taps. Employees can easily submit expenses, and managers can review and approve them with just a few clicks.Ĥ. This will generate a report that summarizes your transaction details organized by type (Income, Expense, Transfer), Group, and then Category for a selected date range for all your transactions using categories tagged as Tax. Streamline expense approvals: If you're part of a team or have employees who need to submit expense reports, this template makes the process seamless. Run the Category Rollup report with the Only categories tagged Tax option. ![]() ![]() Identify areas where you can cut costs, set budgets, and make informed financial decisions.ģ. Gain financial insights: By tracking your expenses, you'll have a clear understanding of where your money is going. With Lark's expense tracking template, you can easily record expenses, categorize them, and view your spending trends in one place.Ģ. Simplify expense tracking: Say goodbye to manual spreadsheets and complicated accounting software. The reports are also reliable proof of business expenses that can be claimed when filing taxes.
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