{"id":33879,"date":"2021-06-02T10:10:24","date_gmt":"2021-06-02T08:10:24","guid":{"rendered":"https:\/\/blog.sheetgo.com\/?p=33879"},"modified":"2025-11-18T21:43:13","modified_gmt":"2025-11-18T20:43:13","slug":"modelo-de-controle-de-despesas-em-excel","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/pt\/blog\/finance-templates\/expense-tracker-template-excel\/","title":{"rendered":"Modelo de controle de despesas no Excel"},"content":{"rendered":"\n[et_pb_section fb_built=&#8221;1&#8243; module_class=&#8221;sheetgo-post&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<p>Organizations have a lot to gain from keeping a tab on their employees\u2019 expenses. As such, it is generally better to keep track of expenses over time than waiting for the receipts to arrive at the end of the month. In companies with large sales teams that do a lot of traveling, incurred travel expenses can quickly pile up. Moreover, companies prevent unpleasant surprises by having a reliable tool in place to track expenses in real-time.<\/p>\n<p>In many SMEs, implementing a formal system for submitting and reimbursing expenses is not a top priority. Usually, employees simply submit their receipts at the end of the month, which often results in a lot of manual work for accountants or the person responsible for handling expenses.<\/p>\n<p>While there are a lot of software solutions available to track expenses, most of these come with a hefty price tag or steep learning curve. Instead, using an expense tracker template in Excel provides companies with an easy and reliable way to track expenses in real-time.<\/p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<h2>Why use Microsoft Excel to manage expenses?<\/h2>\n<ul>\n<li><b>Flexibility<\/b>: You can customize Excel spreadsheets to meet your company\u2019s specific needs and requirements. Indeed, online spreadsheets allow you to create a versatile expenses submission and tracking system. No coding skills are required to adapt and customize the expense tracker template in Excel.<\/li>\n<li><strong>Accessibility<\/strong>: Microsoft Excel is cloud-based, so your colleagues can submit expenses from their laptops or mobiles at any time, even when they\u2019re on the road.\u00a0Accordingly, administrators can process expenses quickly and easily.<\/li>\n<li><b>Compatibility<\/b>: Microsoft Excel is easily compatible with other software that your company might be using. Therefore, data is easily imported into Excel spreadsheets.<\/li>\n<li><b>Easy to use<\/b>: Many of your employees are probably familiar with spreadsheets, and if they are not, it is easy to train them. Indeed, using an Excel-based template is ideal for both beginners and advanced users.<\/li>\n<\/ul>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;3_5,2_5&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F6F8F9&#8243; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font_size=&#8221;30px&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; text_font_size_tablet=&#8221;17px&#8221; text_font_size_phone=&#8221;17px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; header_4_font_tablet=&#8221;&#8221; header_4_font_phone=&#8221;&#8221; header_4_font_last_edited=&#8221;on|tablet&#8221; text_orientation_tablet=&#8221;center&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<p><strong>Start tracking your team <span style=\"background-color: rgba(41,121,255,0.2);\">expenses<\/span><\/strong><\/p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_button button_url=&#8221;https:\/\/drive.google.com\/uc?export=download&#038;id=13ztl9-Qd7E84Pju96j6JYWE595bImnfq&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Get template&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px|true|true&#8221; custom_margin_tablet=&#8221;10px||||false|false&#8221; custom_margin_phone=&#8221;10px||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;15px|16px|15px|16px|true|true&#8221; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Artboard-\u2013-1.png&#8221; alt=&#8221;Expense Tracker Template Excel dashboard 1&#8243; title_text=&#8221;Artboard \u2013 1&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; sticky_enabled=&#8221;0&#8243;]<h2>What you get with this template<\/h2>\n<ul>\n<li>A sheet to log all the team expenses.<\/li>\n<li>An automated dashboard projects a visual overview of expenses per day, month, expense type, and individual.<\/li>\n<\/ul>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<h2>How to get the Expense Tracker template in Excel<\/h2>\n<p>Click the button below to get started.<\/p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/drive.google.com\/uc?export=download&#038;id=13ztl9-Qd7E84Pju96j6JYWE595bImnfq&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Get template&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;20px|0px|20px|0px|false|true&#8221; custom_margin_tablet=&#8221;10px||||false|false&#8221; custom_margin_phone=&#8221;10px||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;15px|16px|15px|16px|true|true&#8221; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<h2>How to use the Expense Tracker template in Excel<\/h2>\n<h3>Step 1: Record the team expenses<\/h3>\n<p>When a member of staff pays for something that they need to\u00a0<span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">include in their expenses, you or someone from your team should record it in the <strong>Expense inputs<\/strong> sheet of<\/span>\u00a0their personal spreadsheet.<\/p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Web-1920-\u2013-2-1.png&#8221; alt=&#8221;Expense Tracker Template Excel Step 2&#8243; title_text=&#8221;Web 1920 \u2013 2&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<h3>Step 2: Check reports in the dashboard<\/h3>\n<p>When you already have a set of expenses and want to generate a report, go to the Dashboard sheet and enter the number of past days you\u2019d like to include. The charts will update automatically based on the selected time period.<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=&#8221;on&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F6F8F9&#8243; custom_padding=&#8221;30px|30px|30px|30px|true|true&#8221; border_radii=&#8221;on|12px|12px|12px|12px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; custom_css_main_element=&#8221;margin:auto&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font_size=&#8221;30px&#8221; background_color=&#8221;RGBA(255,255,255,0)&#8221; text_orientation=&#8221;center&#8221; text_font_size_tablet=&#8221;17px&#8221; text_font_size_phone=&#8221;17px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; header_4_font_tablet=&#8221;&#8221; header_4_font_phone=&#8221;&#8221; header_4_font_last_edited=&#8221;on|tablet&#8221; text_orientation_tablet=&#8221;center&#8221; text_orientation_phone=&#8221;center&#8221; text_orientation_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<p><strong>Start tracking your team&#8217;s <span style=\"background-color: rgba(41,121,255,0.2);\">expenses<\/span><\/strong><\/p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/drive.google.com\/uc?export=download&#038;id=13ztl9-Qd7E84Pju96j6JYWE595bImnfq&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Get template&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#2979ff&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|700|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;25px|0px|5px|0px|false|true&#8221; custom_margin_tablet=&#8221;10px||||false|false&#8221; custom_margin_phone=&#8221;10px||||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; custom_padding=&#8221;15px|16px|15px|16px|true|true&#8221; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(41,121,255,0.7)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"<p>Organizations have a lot to gain from keeping a tab on their employees\u2019 expenses. As such, it is generally better to keep track of expenses over time than waiting for the receipts to arrive at the end of the month. In companies with large sales teams that do a lot of traveling, incurred travel expenses [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":33880,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[57],"tags":[50],"class_list":["post-33879","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance-templates","tag-finance"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/33879","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/40"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=33879"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/33879\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/33880"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=33879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=33879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=33879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}