WorkluneExpenses & budgeting
Business Expense Tracker
See where your business money is going, what costs repeat every month, and whether you are staying within budget.
Workflow: Expense → Category → Budget → Monthly Summary → Dashboard
Digital downloadExcel 365Google Sheets importSample data
What it helps you do
A focused system, not another complicated app.
- Clean expense ledger with vendor, category, payment method and notes
- Recurring-cost planner for subscriptions and repeat commitments
- Budget vs actual view by expense category
- Category summary with spend share and transaction counts
- Monthly spending and cash-reserve visibility
- Customizable vendors, categories and settings
Built for
Small businesses, freelancers and service providers that want a focused spending system without the complexity of full bookkeeping software.
Use the workbook as an operating and planning tool. It is not a replacement for professional accounting, tax, legal or specialist software where those are required.
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Guides related to this product
Practical articles built around the same problem this Worklune tool is designed to solve.
Worklune on Etsy
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