Expense tracking: no matter what field, every business, organization, and individual has to do it. Not everyone is an excel expert, and it can be quite frustrating to manage numbers and budgets. However, with the right tools, it doesn't have to be!
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Working as a consultant is complex and full of details that I would never think to keep track of. I made this spreadsheet to simplify the process of planning, tracking, and managing your clients, work type, and hours— all at your fingertips!
This planner keeps track of clients, contacts, and time spent. The pivot table feature organizes your information so it's easy to see how much time you've spent on each work type and client!
Bonus: Save time and use the mobile app version instead!
The mobile app version includes views by date, work type, and client! It also allows you to add data on-the-go, a key requirement for consultants working in different spaces while traveling. Here are three reasons you should use the app instead:
Managing properties and all the expenses that come with them requires strong organizational skills best handled by technological tools. That leaves skills like creativity, hard work, and pure craftsmanship to people— right where they belong.
This sheet includes estimated price, actual price, and cost overrun. Items are organized by categories, such as cabinets/hardware.
Bonus: Simplify expense management and use the Mobile App Version!
Save time and turn this spreadsheet into a mobile app. The mobile app version not only makes it easier to input data, it gives you access to this information anytime, anywhere—without the need to lug your laptop around or write down information to add in your spreadsheet later. Here are my top three reasons for using the app:
Good organization of strategy and expense is the backbone of a well-planned event. Event planning can take months, and often the budget is the first thing that needs to pass. Luckily, I created an excel and google sheet to simplify your budget planning through the event planning process.
This excel form includes estimated - actual cost, a section to input each individual item and its category, and a table for a budget in each category.
Bonus: Turn this sheet into a mobile app for stronger organization!
The mobile app version lets you input budgets for categories and items on-the-go, making it that much easier to organize your expenses. Now you don't have to keep receipts and forget to input prices later—you can do it immediately! Each expense entry will be added to the total expense of that category. Knowing your budget and how much you've spent helps you keep within budget.
Expense tracking is tough, but with the right tools, can be exciting. I hope you are able to use these tools to simplify your life and make your expense tracking something to look forward to!
Not too long ago, the small business my mom worked at used paper expense ledgers and filing cabinets. While I see a lot of value in expense tracking with tangible tools such as spreadsheets, I feel lucky to live during a time where I can build my own apps on a no-code platform and digitally transform any manual process to a digital one. I am also grateful to work at a company like AppSheet where I can be a part of a team that builds a platform like this for others.
What are your thoughts on the transition from paper ledgers and filing cabinets to their digital equivalents? I want to hear what you think in the comments below!