Expense Tracker

Name: Expense Tracker
Brand: Private Practice Resource
Price: 34.0 USD
Availability: InStock

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$34.00

Instant digital download. Opens in Excel.

An expense system that works as hard as you do

Most therapists don't struggle with expenses. They struggle with keeping them organized consistently. A receipt here, a subscription charge there, and suddenly it's April and nothing is where it needs to be.

The Expense Tracker gives you one place to log every practice expense as you go, organized into categories built specifically for private practice and structured the way your accountant actually needs it at tax time. No year-end scramble. No guessing what you spent or where.

This tracker is built for the 2026 tax year. It is designed to be your go-to system from January through December, so everything is organized and ready when you file.

Starting mid-year? You will still get a clean, organized system for the rest of 2026. When the 2027 version is ready, past customers get notified first.

Key Features and Benefits

Automatic Expense Totals
Totals update instantly as you log expenses. Your year-to-date spend and monthly average are always current without any manual calculation.

Built-In Private Practice Categories
26 expense categories designed specifically for how therapy practices actually operate, covering everything from rent and EHR software to supervision fees, liability insurance, and CEUs. No generic categories that don't fit your work.

Tax-Ready Organization
Categories map directly to how business expenses are reported at tax time. When you hand this to your accountant, the work is already done.

See Where Your Money Is Going
A visual dashboard breaks your spending down by category and by month so you can spot patterns, catch costs that are adding up, and make decisions with real numbers in front of you.

Locked and Protected
Cells are locked and inputs use validated dropdowns. You can't accidentally overwrite a formula or break the calculations. It works the way it is supposed to, every time.

What’s Included

A ready-to-use Excel file covering the full 2026 tax year, with a built-in dashboard, automatic calculations, and private practice specific categories. Download it once, open it in Microsoft Excel, and start logging.

Software Requirements

Requires Microsoft Excel for desktop. Not compatible with Google Sheets or Apple Numbers.

Is This Tool Right for You?

This tool covers the 2026 tax year and is built for licensed clinicians in private practice who are tired of piecing together their expenses at tax time and want a simple system they will actually use consistently throughout the year. If your expenses currently live in a mix of emails, notes, and bank statements you have to sort through every spring, this tool was built for you.

Returns

All digital products are delivered immediately after purchase and are non-refundable. Please review our Refunds & Returns Policy for full details.