How an EA Tracks Your Expenses
Expenses get messy when receipts scatter and statements arrive late. A steady flow keeps books clean and month‑end short.
Share statements your way
Give delegated access to download statements, or send statements by email or a shared folder—whatever feels right. The key is consistency.
Organize transactions
Match each line to a receipt, code the proper category or project, and flag anything that looks odd early.
No tracker yet?
Start a simple sheet with date, vendor, amount, category, project/client, payment method, and a link to the receipt. Keep it shared.
Weekly and monthly flow
- Each week: file new receipts, add to the tracker, reconcile with the latest CSV.
- Month‑end: fix mismatches, summarize by category, and note renewals or unusual charges.
Relatable example
Instead of hunting receipts at tax time, everything is filed as you go. Month‑end takes minutes, not hours.
Make it stick
- Pick one place for receipts and statements.
- Use standard categories and review them quarterly.
- Lock each month after reconciliation.
Related reading
- How an Executive Assistant Saves Founders 10+ Hours/Week
- What to Delegate to Your EA First
- Your First 30 Days With a New Executive Assistant
Google Sheets: Personal & Business Expenses — Google Sheet • Budget Tracker — Google Sheet