Excel Formula for Expense Reimbursement Tracking
2026-03-18
Total by Category
Sum expenses by category (e.g., "Travel" in column A, amount in column C):
=SUMIF(A:A, "Travel", C:C)Check Against Limit
Flag expenses that exceed the $500 per-item limit:
=IF(C2>500, "REQUIRES APPROVAL", "AUTO-APPROVE")Employee Total This Month
Sum all expenses for a specific employee in the current month:
=SUMIFS(C:C, B:B, "John Doe", D:D, ">="&DATE(YEAR(TODAY()),MONTH(TODAY()),1))Generate formulas instantly
Describe what you need in plain English. Get the formula for Excel, Google Sheets, or Airtable.
Try FormulaWiz Free