This makes it easier for you to identify where you can cut back on expenses… or where you can make it rain. (True fact: visuals improve learning outcomes.)Ĭharts and graphs are also helpful for showing patterns in your spending habits, like how much you spend on specific items throughout the month. Plus, it’s easier for readers to process visuals than text or numbers. Charts, graphs and diagrams help turn raw numbers into meaningful insights. …especially if you want to use that report as part of a presentation. Simply input your website, and Venngage will automatically extract your brand logo and colors and add them to your account: It’s easy to apply your branding elements to your expense reports using My Brand Kit. Even if your expense report is for internal purposes only, creating branded documents makes you come across as more professional. The same concept applies if you work for a company. Maintaining a consistent design across all your documents conveys professionalism - which is especially key if you’re starting a business and want to build a name for yourself. So without further ado, here are my top tips on how to create a visually appealing personal or monthly expense report (and wow stakeholders in your next presentation!): Use your brand fonts, colors and logoĮvery document you share is an opportunity to showcase your brand.Įven with something like an expense report, it’s worth adding your logo, colors and fonts. Don’t worry, they’re simple and easy to apply. But there are a few more design principles that can help you create a stunning report. Understanding the common layout of an expense report is a good start. Return to Table of Contents Tips for designing your personal or monthly expense report template Input your essential data, add your company logo and colors, and voilà! You’ll have a professional, thoughtfully designed document to share with potential investors and company stakeholders. If your company leans in a fun, creative visual direction, you can easily modify the subtle color palette to create a brighter, more vibrant report. Here’s an example of what a visual expense report looks like: Businesses can use expense reports to track spending, approve reimbursements or record transactions. Tips for designing your personal or monthly expense report templateĪn expense report is a document that itemizes expenses from an individual or a company.7 customizable expense report templates.What is the purpose of an expense report?.START CREATING FOR FREE Click to jump ahead: I’ll also share some tips to help you create one. So, in this post I’ll show you a ton of beautifully designed expense report templates you can use for your business. On the contrary, visuals and data visualizations can make them engaging and digestible. There’s no need for these reports to be dull or dense. I bet you do too.Īnd that’s okay if a report is just for you or for filing taxes with the government.īut - hear me out - if you want to see your spending patterns, send an expense report to HR or your manager for reimbursement, or even repurpose a report for a company presentation, spreadsheets are not the way.Īn expense report that’s meant for someone other than yourself (or the tax agency) should go beyond a regular ol’ Excel spreadsheet. When I think of an expense report, I picture a spreadsheet full of numbers and text. You know what’s wrong with today’s expense reports?
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