May 15th, 2018. 2 min read
Monthly and Annual Expense Tracking
This board allowed me to easily view all of my monthly and annual expenses, keep up to date on when payments were going out and in, and clearly understand our overhead in a simple form.
Quickbooks is a critical part of our business but sometimes I prefer this tool for seeing my companies costs quickly and knowing when large payments will hit for cash flow. Also, this is a great tool to have if you have a new credit card / account changes and need to ensure that all recurring payments are updated.
Getting started tips
We spent a few hours inputing all the data and once everything was in we just spend 1 day per month updating when all payments are made and make sure to add any new expenses when we take them onto the business. Simple and easy!
"Easily see recurring payments for small businesses"
Why we love this template
Quickbooks is a great tool for pulling information about your company but often as a small business owner I don't want to run reports, or have to recategorize everything to filter recurring payments verses all business expenses. It allows me to plan for cash flow each month and ensures that I never miss a payment!
Without this template I would
most likely lose track of my expenses and payments!
Hi I'm Ben Hamilton from and this was my story
Hi I'm Ben Hamilton from and this is my story, check it out