Category : Spreadsheet.
Topic : Expense tracker template. Author : .
Posted : Sun, Jan 16th 2022 06:40 AM.
Format : jpg/jpeg.
Every small business needs to keep records of sales invoices and income received and purchase invoices in respect of expenses. It is not sufficient for accounting and taxation purposes for these receipts and payments to be left in the office or the back of a van in a carrier bag. At some stage these prime bookkeeping documents need to be processed. Processing the financial documents related to a business enterprise basically means they need to be listed. For taxation and financial control purposes the invoices also need to be added up and analyzed. The most basic method would be to simply make a list of the sales income and a second list of the purchase expenses. Using a manual method of listing the information falls short of the analysis required and is more time consuming that using a little technology to both ensure the summation is accurate and the analysis simplified. Listing the sales and expenses of a small business on spreadsheets is no more difficult then a manual paper system and has tremendous advantages in automating and ensuring accuracy.
Now that we have some test dummy data on our spreadsheet we can go ahead and reformat the column widths. You can add more data if you would like or even use an already existing spreadsheet. The choice is completely up to you; however the steps to reformat the column widths are all the same as you will soon see. The next step is to highlight the columns that you want to reformat. To reformat the columns we are using in our example, using the month names, you need to click on the column header labeled ”A”. Now hold down the ”shift” key and click the column header labeled ”L”. In other words you are clicking the first column and the last column. If you chose to use your own spreadsheet, your columns that you use may be different. You could also click on column header ”A” and holding down the left mouse button, drag the cursor over top of the final column, in this case ”L”, and let go of the mouse button. Either way is fine.