Some of the most common categories for business expenses include: If you own a small business, you’ll have expenditures in different categories to record. Business expenses to consider for your monthly tracker By using the AutoSum feature, you can see how much you’ll be spending per month, or year, and tweak your budget to match your goals. Lastly, Excel makes it easy to tally up a total cost across columns. You can estimate how much you’ll pay per month for utilities, or if you know that you have a fixed rate for mortgages and loans, you can fill in the blanks ahead of time. Your rows can be tied to the months in this year where you’re anticipated to make monthly payments or save for major repairs. In an Excel template, you can create new sheets for each of these major categories, then break them down to specific expenses.įor example, create a new sheet, name it Housing, and then dedicate a column to the expenses that fall under this category (monthly mortgage payments, anticipated home repairs, etc.). Goals: Something you might be saving for in the long term, whether it’s a new car, an appliance upgrade, or sending a child to college.Emergency savings: Create an emergency savings fund and be prepared for anything.Entertainment: streaming subscriptions, video games, live shows, upcoming vacations and weekend getaways.Utilities: gas, water, heat, electricity, and Internet.Transportation: auto loans, public transit fare, car maintenance and repairs.Housing: mortgage payments, home repairs, homeowners’ insurance, and property taxes.
Important categories in your personal budgetįor the average household, expense trackers usually contain the following: The fundamental questions you want to be able to answer with a quick glimpse are, “What did I spend my money on, and how much did I spend?” Spreadsheet software like Excel is ideal for displaying this information in rows and columns. Concur: Cliqbook/Concur is an online system which allows you to make your travel arrangements, submit your travel expense reports, and update your purchasing card transactions.Manage your finances with this free expense tracker template Go to Excel.Ohio University Policy 03.015 Travel Advances: This policy provides for advances to be issued only when an employee is traveling with a group of students and a P-card or Controlled Value Card cannot meet the student's travel expenses or if an employee is traveling to a remote geographical area where a P-card or Controlled Value Card is not accepted.This policy outlines the procedures and authority for expenditures and reimbursement for official travel of University employees and students. Ohio University Policy 41.121 Reimbursement for Official Travel and Entertainment: Ohio Revised Code 126.31 enables employees of the University to be reimbursed for actual and necessary travel and other expenses incurred while on official business inside or outside the State of Ohio if authorized by the University.
Information regarding Graduate fee waivers may also be found in this document. Benefit Expense Rates Fringe Benefit rates include Group Health Insurance, Medicare, Workers' Compensation, and Retirement.National Science Foundation (NSF) Templates
National Institutes of Health (NIH) Templates NOTE: These templates were revised for FY 2016. If you have any questions, please contact the ORSP Service Center at or call 740.597.6777 (ORSP). These templates were prepared using Microsoft Excel and are provided to assist with budget creation for proposals at Ohio University.