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KEEP Expense Organizer

Know Every Expense Precisely

$22.00
  • Description

This expense tracker helps you record, categorize, and analyze your small biz expenses. You can upload electronic receipt files directly to the tracker and keep all your expense records in one place. It's super handy for tax time.

 

Features

  • Record: Track expenses by category, store/vendor, and payment method
  • Store: Attach receipt images/pdfs directly to expense records. Add notes to yourself in the notes column
  • Analyze: The dashboard provides a monthly summary and analysis of your expenses

 

Interested in more than 1 finance tracker? Check out the Finances Trifecta Bundle

Works with an Airtable free account

Designed for desktop use
Some mobile features available

Instant access to tracker after purchase

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KEEP Expense Organizer

$22.00

Who this is for

Any solopreneur that needs a simple and easy way to manually track their expenses

Who this isn't for
Someone looking for automated expense tracking. This tracker does not automatically connect and pull transactions from other accounts. Everything is entered by you manually.

Time period

1 year for up to ~50 expenses/month
(*see more details in the FAQs)

Frequently Asked Questions
Do I have to buy this every year?

No! You would make a one-time purchase to use it for as many years as you like. When you purchase this, you get ongoing access to this tracker template and any future updates & upgrades to it. To track a new year, simply create a new copy of the template. Instructions are included on how to do this.

Do I have to use every feature of the tracker?

No, the tracker is flexible. You can use the core parts of the tracker and leave all optional sections blank if you like.

I'm not very tech-savvy, can you help me use this?

Yes! After you purchase the tracker, you will receive a Get Started pdf guide in your email with step-by-step instructions on how to access your tracker. Every tracker has a Start Here page that will guide you through the steps to set up and use your tracker.

And if you need more help, send us a message here!

How many expenses can I track exactly?

I estimate you can track 1 year if you have up to ~50 expenses/month. The exact number depends on the number of unique vendors, categories, and payment methods you have and the file size of your uploaded receipts. (Airtable's free plan allows up to 1,000 records and 1 GB per tracker.) If you run out of space however, you can simply create a new copy of tracker and continue tracking in there.

Suggestions:

  • If you have less than 50 expenses/month, I recommend creating a fresh new copy of the tracker every year to keep your expense records organized by year
  • If you have more than 50 expenses/month, you can start a new tracker every 6 months or every quarter (although you might prefer an automated expense tracking system by that point!)
More questions?

Send us a message and let us know what you need help with!