Small Business Expense Tracking: Methods That Scale
A practical guide to small business expense tracking — spreadsheets, accounting software, receipt capture, and bank-statement-driven workflows.
Expense Tracking
Articles about Expense Tracking.
Categorizing Bank Transactions: A Practical Workflow
A practical workflow for how to categorize bank transactions — build a scheme, apply rules, review the gaps, and stay consistent month to month.
How to Build and Use an Expense Tracking Spreadsheet
How to build and use an expense tracking spreadsheet from your bank statement rows — columns, categories, and totals by category explained step by step.
Expense Tracking in Google Sheets
Set up expense tracking in Google Sheets with categories, SUMIF, pivot tables, and QUERY, plus how to import a CSV of bank transactions.
Automating Expense Tracking in Excel
Set up automated expense tracking in Excel using categories, SUMIFS, PivotTables, and tables, then feed it with imported bank statement transactions.
How to Categorize Transactions in QuickBooks Online
A plain-English guide to how transaction categorization works in QuickBooks Online — the chart of accounts, the for-review queue, and bank rules.
How to Categorize Bank Transactions in Excel
Learn how to categorize bank transactions in Excel using a category list, keyword matching, and VLOOKUP or IF formulas to auto-sort your spending.