Small business expense tracking (minimal system)
If you mainly need tax-ready records, you can keep this simple: receipts + consistent exports.
The two things you need
- A place to store receipt images (monthly folders)
- A spreadsheet/CSV with the fields your accountant needs
Recommended CSV columns
Date · Vendor · Total · Tax · Category · Payment Method · Notes
The point is consistency. Exact categories can be adjusted later.
Common failure modes
- Keeping only photos with no structured export
- Mixing personal and business receipts without notes
- Waiting until tax season to start organizing
If you want CSV without ongoing software
ReceiptJar converts receipt photos into structured data you can export. One-time use, no accounts, auto-delete.
Try ReceiptJar