This template prints onto a 4 1/8″ x 9 1/2″ envelope (aka #10 size or “business” envelope). Top line allows entering of month/year/week.
6 x 35 table with columns for date, details, bank, debit or credit card, amount, and expense type.
Ideal for heavy plastic users who generate piles of receipts and dream about reconciling their bank statements and tracking their expenses.
Test print onto a piece of paper. You may need to set print setup to “landscape” for your envelope. Feed them in one at a time to avoid off-center printing. Text and margins reconfigurable with OpenOffice Writer.
I divide each month into 4-5 weeks and print one envelope per week.
For week 1, I put 2/1 in the top row and 2/7 in the bottom row. Then for week 2, 2/8 in the top row and 2/15 in the bottom row, and so on.
I put a “D” if a debit card, “C” if a credit card, “$” if I used cash.
For cash back during POS transactions, I use two lines for my entry, with the second line saying “W/D” in the “Details” column and “$” in the “Type” column.
For gas purchases, I enter in the Details column the vendor, price/gal and # gals.
If I need a receipt for tax, warranty or reimbursement purposes I put a “T” “W” or “R” on the left edge of a given row. I use different colored highlighers and zigzag over the corresponding receipts. You can try colored stickers.
You can always print on both sides for 70 rows if you love to itemize expense categories.
I designed this template with an emphasis on creating an envelope you could carry with you to collect receipts.
I use personal finance software so I do not worry if I have a receipt covering multiple types of expenses, I just write “MIXED.” I categorize when reconciling paper to digital. If you use paper I suggest you write “SNEAKERS” instead of “CLOTHING” at this stage. I find it’s easier for me to classify from specifics than to have to remember specifics from a category.
The #10 envelope is big enough to hold the stupidly long receipts you get if you fold them in half.