You are probably spending money every month on tools, subscriptions, and services you have never stopped to evaluate. This template changes that.

The Healthy Expense Review is a structured Google Sheets template that walks you through a complete 90-day review of your business spending. No bookkeeper required. No clean books needed. Just clarity on where your money is actually going and whether it is working for you.

What is inside:

  • A 22-column Expense Log that captures every detail that matters, from what you pay and how often, to whether it is actually being used and what purpose it serves
  • An auto-calculating Summary Dashboard that breaks down your spending by category, health status, and recurring costs
  • The Healthy Expense Framework, a four-status rating system (Healthy, Monitor, Evaluate, Simplify) to help you evaluate every expense with intention
  • A full How to Use guide built into the template so you are never guessing what to do next
  • A customizable category list you update once to match your own business

You will walk away knowing:

  • What your business actually costs to run each month and annually
  • Which expenses are locked in, flexible, or worth canceling
  • Where overlap, redundancy, or underused tools are quietly costing you
  • Which expenses deserve a closer look and which are earning their place

This works even if:

  • Your books are messy or incomplete
  • You use spreadsheets instead of accounting software
  • You have never done a financial review like this before
  • You do not have Excel or any paid software

How it works:​
After purchase you receive a copy link. Click it, save your own version to Google Drive, and it is yours to keep, edit, and reuse whenever you are ready for your next review.

Built for small business owners who are ready to reduce the chaos behind the scenes.

Terms:

Due to the instant-access nature of digital products, all sales are final. If you have a question about whether this template is right for you before purchasing, feel free to reach out at kati@simplyhealthybookkeeping.com and I am happy to help.

This template is for personal or single-business use only. It may not be resold, redistributed, or shared as your own product.