Q: What's the difference between the Expense Report and Expense Report 2 sheets?

Expense Report focuses on Company Name. Key fields: DATE, DESCRIPTION, EXPENSE TYPE, AMOUNT. Expense Report 2 covers Company Name. Key fields: DATE, DESCRIPTION, EXPENSE TYPE, TO BE REIMBURSED, AMOUNT, To Be Reimbursed. Use the sheet that matches your workflow, or both if you need separate views.

Question 1

What's the difference between the Expense Report and Expense Report 2 sheets?

Accepted Answer

Expense Report focuses on Company Name. Key fields: DATE, DESCRIPTION, EXPENSE TYPE, AMOUNT. Expense Report 2 covers Company Name. Key fields: DATE, DESCRIPTION, EXPENSE TYPE, TO BE REIMBURSED, AMOUNT, To Be Reimbursed. Use the sheet that matches your workflow, or both if you need separate views.

Question 2

Do I need advanced Excel skills to use this simple expense report template excel?

Accepted Answer

No. The layout uses familiar rows, columns, and pre-built formulas. Start with the Start Here sheet for a quick overview, then replace sample labels and type your numbers.

Question 3

Can I use this template in Google Sheets?

Accepted Answer

Yes. Upload the .xlsx file to Google Drive and open it in Google Sheets. Formulas and layout work the same across Start Here, Expense Report, Expense Report 2, Expense Types and the other sheets. Share the file with teammates for collaborative editing.

Question 4

Can I customize categories, rows, and labels?

Accepted Answer

Yes. Rename pre-labeled rows and headers to match your process, hide rows you do not use, and add new lines in open areas. Totals and summary rows continue to calculate from the cells above them.

Question 5

Will formulas break if I add rows?

Accepted Answer

Most totals reference labeled sections rather than fixed tiny ranges, but add rows inside the intended blocks. If you insert many lines, spot-check the summary row once to confirm it still captures your data.

Question 6

Is this a one-time purchase?

Accepted Answer

Yes — $3.9 USD one-time payment (regularly $6.9). No subscription or recurring fees. You get the complete .xlsx workbook with 5 sheets (Start Here, Expense Report, Expense Report 2, Expense Types, About). Instant download after checkout.

Simple Expense Report Template Excel | PlanoraNest Template

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Start Here

Expense Report sheet

Expense Report 2 sheet

Expense Types sheet

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Sheet	What it does
Start Here	Quick-start guide with worksheet overview, setup tips, and navigation to the main sheets.
Expense Report	Company Name. Key fields: DATE, DESCRIPTION, EXPENSE TYPE, AMOUNT.
Expense Report 2	Company Name. Key fields: DATE, DESCRIPTION, EXPENSE TYPE, TO BE REIMBURSED, AMOUNT, To Be Reimbursed.
Expense Types	EXPENSE TYPE. Sections include EXPENSE TYPE. Key fields: EXAMPLES:.
About	Template attribution, license notes, and PlanoraNest link.