Excel Beginner

Trip Expense Tracker

Per-trip expense log with category, FX, and receipt status — ready for the expenses team.

When to use this

One row per expense, one column per fact. Includes a summary sheet that totals by category and a checklist for the post-trip submission.

The template

# Trip Expense Tracker — [Executive Name]
**Trip:** [Purpose]   **Dates:** [Start–End]   **Cost centre:** [Code]

| Date | Category | Description | Amount | Currency | FX rate | GBP equiv. | Receipt? | Notes |
|------|----------|-------------|--------|----------|---------|-------------|----------|-------|
|      |          |             |        |          |         |             |          |       |

## Category totals
- Flights
- Accommodation
- Ground transport
- Meals & subsistence
- Client entertainment
- Other

## Submission checklist
- [ ] Every receipt photographed and filed
- [ ] All amounts in original currency
- [ ] FX rates from [source] on date of spend
- [ ] Submitted within 7 days of return

Download Excel file