Expense Report Builder
Create, manage, and print professional expense reports for business reimbursements.
Expense Report
| Date | Category | Merchant | Description | Amount | |
|---|---|---|---|---|---|
| 2025-10-01 | Meals | Restaurant Name | Client dinner | $125.50 | |
| 2025-10-03 | Transportation | Uber | Airport transfer | $45.00 |
Summary
2
$170.50
By Category
By Payment Method
How the Expense Report Builder Works
The Expense Report Builder is a straightforward tool designed for employees, freelancers, and small business owners to quickly compile, categorize, and total their business-related expenses for reimbursement or tax purposes. It streamlines the often tedious process of creating an expense report by providing an interactive and printable template. All data entered is stored locally in your browser, ensuring your financial information remains private.
Here’s how to create your expense report:
- Fill Out Report Details: Start by entering the general information at the top, such as your name, department, the reporting period, and the purpose of the expenses.
- Add Individual Expenses: Click the "Add Expense" button to log each expense. Enter the date, select a category, specify the merchant, provide a brief description, and enter the amount.
- Track in Real-Time: As you add expenses, the "Total Amount" at the bottom of the table updates instantly.
- Review Summaries: The summary cards on the right provide a live breakdown of your spending by category and payment method. This helps you quickly analyze where the money went.
- Print or Save as PDF: Once you've entered all your expenses, click the "Print / Save PDF" button. This will generate a clean, professional-looking report that you can print for submission or save as a PDF to email to your accounting department.
Tips for Better Expense Reporting
1. Keep Receipts Organized
While this tool helps you log expenses, most companies still require original receipts for reimbursement. Keep your physical or digital receipts organized by date or category to easily match them to your expense report.
2. Be Clear in Your Descriptions
A clear description helps avoid questions from your accounting department. Instead of just "Lunch," write "Lunch with Client John Doe to discuss Q4 project." This provides context and justifies the business purpose of the expense.
3. Understand Your Company's Policy
Before submitting, make sure you are familiar with your company's expense and reimbursement policy. Know the limits for different categories (like meals), which expenses are reimbursable, and the required documentation.