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Receipt tracker spreadsheet

A free editable Excel workbook for recording UK business receipts, VAT, categories and supporting evidence.

Last updated: 28 August 2026By Business Reward Toolkit Editorial TeamReviewed for UK small businesses
This workbook is a record-keeping aid, not a substitute for suitable accounting software or professional advice where your business needs it.
Short answer
Download the XLSX workbook, replace the example row, then record one receipt or purchase per row. Formula cells are protected; editable inputs include category, VAT rate, supplier and receipt link.

What the workbook includes

  • An Instructions tab, example row and version/review date.
  • Editable receipt records with category and VAT-rate drop-down lists.
  • Protected VAT and gross-cost formulas to reduce accidental changes.
  • An accessible Dashboard tab for gross spend by category and recorded VAT.
  • Fields for payment method and a receipt or cloud-document link.

For VAT treatment and record-keeping obligations, check the current HMRC VAT Notice 700 and obtain professional advice where appropriate.

BRT
Business Reward Toolkit Editorial Team
Editorial

Our editors research UK business banking, credit cards, expense tools and rewards schemes. We test products, read provider terms in full, and update guides as offers change.

  • 10+ years writing about UK small-business finance
  • Independently funded by clearly labelled affiliate links