11+ Monthly Expense Report Examples & Templates


Whether you own a company or are managing expenses for an organization or yourself, you will require a customized monthly expense report. All expense reports have a basic format but you can always edit them according to the expense headings and categories you have.

Here are some of the best monthly expense report examples and templates which are easy to understand and free to download right away.

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Monthly Expense Report Examples & Templates

1. Monthly Expense Report Template

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  • Google Docs
  • Word
  • Pages

Size: A4 & US

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Calculating expenses on a monthly basis can be more challenging as compared to calculating them on a daily or weekly basis. It takes less time and effort to calculate expenses on a monthly basis and compile a comprehensive report. If your organization needs a monthly expense report from you, you can download this template and edit the categories in a customized way.

2. Free Monthly Expense Report Template

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File Format
  • Google Docs
  • Google Sheets
  • Excel
  • Word
  • Numbers
  • Pages
  • PDF

Size: A4 & US

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Here is a free monthly expense report that you can download and fill in quickly for a quick overview of how much you have spent in a particular month. You can type in your address, name, department, month, fate, location, food travel and other categories that you have generated expenses in. Compile the report and present it to your management or file for records.

3. Free Monthly Business Expense Report Template

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File Format
  • Illustrator
  • Excel
  • Word
  • Numbers
  • Pages
  • PDF
  • Publisher

Size: A4 & US

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We really like this monthly business expense report that is especially geared towards keeping track of expenses for a new startup. It has very useful and relevant categories such as name, employer ID, manager, department, and purpose and expense headings such as transportation, lodging, description, and total expenses. You can give out this format to the head of each department and collect back at the end of every month.

4. Sample Monthly Expense Report Example

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  • PDF

Size: 113 KB

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Here is a sample monthly expense report that is very detailed and has a large space for you to add as many expense details as possible. This is used by the administration of a company to record the general expenses like stationery, and small kitchen expenses. The expenses can be compiled by the end of the month for a general overview.

5. Monthly Credit Card Expense Report

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File Format
  • PDF

Size: 11 KB

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It is important to keep a check on your monthly credit card usage so that you don’t exceed the allowed limit and become a defaulter with your bank. Here is a simple monthly credit card expense sheet that you can use to keep track of your monthly receipts and the amount you have spent. You can keep this report in your credit card record file.

6. Formal Monthly Expense Report Example

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  • PDF

Size: 64 KB

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If you have been given the task to present a formal monthly expense report to the senior management in your company then you can simply download and use this format right away. It is a comprehensive but very easy to understand monthly expense report with name, month, date, purpose and account code along with department name that has incurred the expense.

7. Monthly Income Expense Report Example

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  • PDF

Size: 24 KB

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If you want to create an income and expense report, then you can use this dual-purpose expense report format. In this format, you can calculate your income from your business including all the discounts you have given or the sales you have made in a month. Then there is space to add all your expenditures that went into making those sales.

8. Lobbyist Monthly Expense Report Example

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File Format
  • PDF

Size: 64 KB

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A lobbyist monthly expense report can be difficult to generate unless you download this really nice lobbyist monthly expense template. It is a detailed one with over 30 headings. You can download this format and customize it because it is editable in many applications. You can create a simple expense sheet or a more comprehensive one according to what is required.

9. Standard Monthly Expense Report Example

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  • PDF

Size: 209 KB

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A standard monthly expense report template such as this one can be very useful when it is time to compile your annual expense report and present it to the board of directors. Use this standard monthly expense report template to jot down and calculate all the small and large expenses your organization has incurred. You can also use this when you have to calculate your liable taxes.

10. Monthly Expense Report in PDF

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  • PDF

Size: 18 KB

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No time to create a monthly expense report? Simply download this monthly expense report in PDF format and fill in by customizing the headings and categories according to your business. If you own a restaurant, you would probably want to jot down everyday kitchen expenses, ingredients expenses and costs incurred from broken cutlery. It is editable in the PDF format.

11. Printable Monthly Expense Report Example

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File Format
  • PDF

Size: 90 KB

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Are you looking for a simple print and go monthly expense report? Here is the perfect format or template for you. You can ask the managers of all your departments to fill this template every month. Then you can ask your accountant to compile all the expense data in one place and amalgamate the sheets into one for the final review.

12. Monthly Expense Report Comparison Worksheet

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  • PDF

Size: 49 KB

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If you are curious to know whether living on your own is more expensive than living at Woldenberg Village, you can use this monthly expensive report comparison worksheet. You can calculate the monthly expenses incurred through rent, electricity, water, gas, meals, housekeeping, laundry and other categories to know exactly how much you spend. This will allow you to make a better living decision for yourself.

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