Expenses Dashboard
Know exactly which department, category, and payment method is actually driving your expenses, without pulling reports from three different systems.
Built for finance teams and small business owners tracking company spend against budget. Add your expense records to the Data tab and refresh, and the dashboard automatically rolls up total expenses, budget allocated, budget remaining, transaction count, approval rate, and average expense per transaction, ranks spend by department and category, compares budget against actual spend by department, and tracks your monthly spending trend. Filter the entire dashboard by month and department with one click. Fully editable to match your own departments, categories, and payment methods, completely free.
Dashboard Features
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Executive KPI Bar: Track total expenses, budget allocated, budget remaining, transaction count, approval rate, and average expense per transaction at a glance
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Department & Category Breakdown: Rank spend by department and by expense category, from Consulting to Utilities
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Budget vs Actual: Compare actual spend against allocated budget across every department
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Monthly Trend & Payment Method: Track total spend month by month, and see the split of spend across every payment method, filterable by month and department
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- Executive KPI Bar: Total expenses, budget allocated, budget remaining, transaction count, approval rate, and average expense per transaction at a glance
- Month & Department Slicers: Two linked filters connected to every chart and KPI
- Expense by Department: Spend ranked across every department
- Expense by Category: Spend ranked across every expense category
- Budget vs Actual: Actual spend compared against allocated budget by department
- Monthly Trend: Total spend tracked month by month
- Payment Method: Spend split across every payment method
Package Details
- Expenses Dashboard (.xlsm)
- Sample Dataset (.xlsx)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
