Of course, with Excel or Google Sheets, your expense report won’t look professionally designed - these programs aren’t built for that purpose. These programs are useful because they allow you to quickly enter data, create basic charts and graphs to visualize your expenses, sort data by specific fields and use formulas to automatically calculate values. Your other option is to create an expense report in a spreadsheet program, like Excel or Google Sheets. START CREATING FOR FREE Use Excel or Google Sheets to create an expense report template Note, many of our templates are available for free while some require a small monthly fee. Give us a try: it’s free to create an account. With the drag-and-drop editor, you can easily edit any templates - no design experience required. You can brand the report, add data visualizations, like charts, graphs and diagrams, add a visual touch with icons and much more. If you want an expense report that showcases your branding and is visually appealing, choose a template from Venngage’s library. Return to Table of Contents Expense report FAQs How do I create my own expense reports?ĭepending on your objective, you can create your own expense report in one of two ways: Use a Venngage expense report template This makes it easier for you to identify where you can cut back on expenses… or where you can make it rain. (True fact: visuals improve learning outcomes.)Ĭharts and graphs are also helpful for showing patterns in your spending habits, like how much you spend on specific items throughout the month. Plus, it’s easier for readers to process visuals than text or numbers. Charts, graphs and diagrams help turn raw numbers into meaningful insights. …especially if you want to use that report as part of a presentation. Simply input your website, and Venngage will automatically extract your brand logo and colors and add them to your account: It’s easy to apply your branding elements to your expense reports using My Brand Kit. Even if your expense report is for internal purposes only, creating branded documents makes you come across as more professional. The same concept applies if you work for a company. Maintaining a consistent design across all your documents conveys professionalism - which is especially key if you’re starting a business and want to build a name for yourself. So without further ado, here are my top tips on how to create a visually appealing personal or monthly expense report (and wow stakeholders in your next presentation!): Use your brand fonts, colors and logoĮvery document you share is an opportunity to showcase your brand.Įven with something like an expense report, it’s worth adding your logo, colors and fonts. Don’t worry, they’re simple and easy to apply. But there are a few more design principles that can help you create a stunning report. Understanding the common layout of an expense report is a good start. Return to Table of Contents Tips for designing your personal or monthly expense report template Input your essential data, add your company logo and colors, and voilà! You’ll have a professional, thoughtfully designed document to share with potential investors and company stakeholders. If your company leans in a fun, creative visual direction, you can easily modify the subtle color palette to create a brighter, more vibrant report. Here’s an example of what a visual expense report looks like: Businesses can use expense reports to track spending, approve reimbursements or record transactions.
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