Using the Expenses tab

Each expense gets a row in the Expenses tab of your spreadsheet, under the month in which you spent the funds.

Because certain columns in this tab are Locked columns, you will not be able to create additional rows. If you run out of rows under one month heading, you can always enter an expense’s details further down the spreadsheet; as long as you enter the correct dates, those expense details will get included in the appropriate monthly summary.

Enter the date on which you incurred the expense.

The cells in this column are locked and cannot be modified.

This column is automatically populated from the data in the Date column in the Expenses tab.

The purpose of this column is to feed data into the Expenses column in the Summaries tab so that you can see what your allowable expenses are in each month.

Select the category under which the expense falls from the drop-down menu that appears when you click on a cell in this column.

The drop-down menu is populated from the expense categories list in the Quick Start & Data Validation tab.

Enter a short description of the expense.

For continuing professional development (CPD) expenses, enter a short description of the organization that is offering the professional development item.

For continuing professional development (CPD) expenses, enter the number of hours you spent on the professional development item.

For continuing professional development (CPD) expenses, enter the details of any certificate you received for completing the professional development item.

For continuing professional development (CPD) expenses, enter the details of whether the professional development item contributes to a specific professional status that you are working toward.

The cells in this column are locked and cannot be modified.

If you have filled in the Tax Paid column in the Expenses tab, this column shows the cost of the item before tax.

It is automatically populated from the data in the Tax Paid and Total Amount Paid columns in the Expenses tab.

This field only needs to be filled in if you require any of your clients to pay tax on your services.

Enter the tax you paid on the item. For items on which you paid no tax, you may enter “0” or leave the cell blank.

The data in this column feeds into the Pre-Tax Item Cost column in the Expenses tab.

Enter the total amount you paid, including the item cost plus any taxes and other surcharges.

The data in this column feeds into the Expenses column in the Monthly Summaries Table and the Total Amount Paid column in the Expense Category Summaries Table in the Summaries tab, and the Pre-Tax Item Cost column in the Expenses tab.

Enter the format of your receipt for the expense (e.g., printed receipt, email receipt, credit card statement).

Enter any notes you wish to record about the expense.