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Natalie Logan
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December 27, 2018

Free Expense Tracker Apps and Spreadsheets for Consultants, Event Managers, and Contractors

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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As a young adult in the workforce, I understand the struggle that comes with data entry, managing expenses, and keeping track of spending. That's why I created free Excel, Google Sheet, and app templates to make this process easier and free up time for all the other tasks that come with consulting, contracting, and event planning.

Want quick access to your template? Jump ahead:


Expense Tracker for Consultants

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!

 consultant sheet

Image 12-21-18 at 12.14 PMCopy Google SheetDownload Excel Template

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:

  • A mobile app makes it far easier to see the data when you need to, especially on-the-go.
  • The app includes several data views so you can easily access what you need.
  • The app version empowers you to modernize your time keeping and track it in real-time!

Consultant app

Copy Consultant Expense App


Expense Tracker for Contractors

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.

expense contractor sheet
 
Copy Google Sheet TemplateDownload Excel Template

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, anywherewithout 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:

  • The app makes data entry way simpler.
  • The graph view clearly shows which items are more or less expensive.
  • You can clearly see the completion status of a job!

Expense contractors appCopy Expense App for Contractors

Expense Tracker for Events

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.

Expense event planning sheets
Download Excel Sheet
Copy Google Sheet

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 lateryou 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 tracker for events

Copy Event Expense App


Final thoughts

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!

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