Expense Management Template

The Expense Management Board helps you stay on top of your business spending—both monthly and annually. It’s made for teams that want an easy way to track expenses, monitor budgets, and stay financially organized.

The setup includes two connected boards: one for annual budget tracking and one for detailed monthly expenses.

How it works:

• Annual overview: Use the Annual Expenses Board to see your monthly budget, actual spend, and any overages or savings at a glance.

• Monthly expense tracking: The Monthly Expenses Board shows each expense by date, amount, payment method, and status.

• Budget comparison: Actual spending is compared to your set budget in real-time, helping you quickly spot issues or underspending.

• Connected boards: Monthly expense data is linked to the annual overview for full visibility.

What’s included:

✔️ Annual Expenses Board
✔️ Monthly Expenses Board
✔️ Budget vs. actual spend comparison
✔️ Payment tracking and status updates
✔️ Connected boards and dashboards
✔️ Walkthrough video

Need help customizing the setup for your business? Contact us!