Business Expense Tracking Setup

Under the “Machmonyforme” initiative I’m streamlining the financial side of my business and the first priority is rock-solid expense tracking. I already handle basic bookkeeping, but I need a clear, automated workflow that captures every outgoing dollar, categorises it correctly and lets me pull meaningful reports without spending hours in spreadsheets.

Scope of work
• Review my current records and identify gaps in how business expenses are logged.
• Propose and implement an expense-tracking system (Excel, Google Sheets, QuickBooks, Xero or a comparable tool—whichever suits the volume and complexity you find).
• Set up categories, tags and data-validation rules so transactions stay consistent month after month.
• Build dashboards or summary reports that show totals by category, month-over-month trends and any red-flag spending patterns.
• Provide a brief hand-off guide so I can maintain the process myself once it’s running smoothly.

Acceptance criteria
1. Every expense posted in the last three months appears in the new system, properly categorised.
2. A one-click report delivers a current month vs previous month spend comparison.
3. Written instructions (max 2 pages) explain how to add new expenses, generate the standard reports and modify categories.

If you’re comfortable working directly with financial data, understand business-oriented expense categories and can demonstrate previous work setting up similar workflows, let’s get started—my books (and my peace of mind) will thank you.