Demonstration project — created to show my workflow and capability. No client work or business results are being claimed.
The task
Create an easy-to-maintain expense tracker for routine business spending, with clear categories and a monthly summary that can be reviewed quickly.
Tracker design
The sheet uses consistent categories, payment-method fields and notes so transactions are easy to scan and totals can be summarized without cleaning the data every month.
August expense summaryFictional sample data
Total recorded$4,860
Largest categorySoftware
Transactions23
| Date | Description | Category | Method | Amount |
|---|---|---|---|---|
| Aug 02 | Cloud software subscription | Software | Card | $420 |
| Aug 06 | Freelance design support | Contractors | Transfer | $850 |
| Aug 11 | Client meeting transport | Travel | Card | $78 |
| Aug 18 | Team collaboration tools | Software | Card | $195 |
Maintenance routine
- Record expenses consistently rather than reconstructing them at month-end.
- Use a fixed category list to prevent duplicate category names.
- Attach or reference receipts when the workflow requires them.
- Review missing descriptions, unusual amounts and uncategorized entries.
- Prepare a simple monthly summary for the person responsible for review.
What this demonstrates
Spreadsheet management, data entry accuracy, operational organization and the ability to turn routine records into a clean review process.