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Google Forms Expense Report (How to Easily Create in 2024)

In this article, we will show you how to create a Google Forms expense report. Simply follow the process below. 

Google Forms Expense Report Template

Click here to make a copy of our Google Forms expense report template. 

google forms expense report

How to Create a Google Forms Expense Report

Follow the steps below to create a Google Forms Expense Report. 

1. Click "Blank" to Create a New Form

Click on the plus sign or "Blank" to create a new form. This will be the foundation of your expense report.

2. Enter Form Title and Description

Name your form, like "Monthly Expense Report", and add a brief description to guide the users on its purpose.

3. Add Questions for Each Expense Category

For various expenses, add questions using "Multiple choice" or "Dropdown" for fixed categories, and "Short answer" for entries like expense amounts.

4. Insert Date Question for Expense Tracking

Incorporate a "Date" question so users can indicate the date of each expense, essential for tracking.

5. Provide Option for Uploading Receipts

Use the "File upload" option for users to attach receipts. This step is vital for keeping accurate records.

6. Adjust Settings for Response Collection

Adjust your form's settings to refine how responses are collected, like limiting submissions per person for data integrity.

7. Test Form with Preview Feature

Before sharing, use the preview feature to test your form's functionality, ensuring there are no errors or areas needing adjustment.

8. Distribute Form Using "Send" Button

Distribute your form via email, a direct link, or embed it on a site by clicking "Send", selecting the method that suits your audience best.

9. Review and Analyze Submitted Responses

Regularly review the "Responses" tab to monitor and analyze submitted expense reports. Google Forms organizes this information for easy analysis.

10. Link Responses to Google Sheets

To automatically save and organize responses in a spreadsheet, click on the "Responses" tab at the top of your form. Then, click on the Google Sheets icon (it looks like a green spreadsheet) to create a new spreadsheet for this form’s responses. 

You can choose to create a new spreadsheet or link to an existing one. This allows for real-time tracking and analysis of the data as it comes in.

Once your responses are linked to Google Sheets, you can easily review and analyze the data.

We hope that you now have a better understanding of how to create a Google Forms expense report. If you enjoyed this article, you might also like our article on how to set up Google Forms and Asana integration or our article on how to create a Google Forms incident report template.

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