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Expense tracker template

Snap a receipt and it lands in the right category and report.

Q3 by category
£1,028
Q3 so far
  • Equipment63%
  • Travel21%
  • Meals7%
  • Software5%
  • Office4%
Expenses · Q3 2026Q3
A
B
C
D
E
F
G
H
I
J
K
L
M
N
1
Date
Merchant
Category
Amount
VAT
Billable
2
2 Jul
Corner Press Café
Meals
£13.60
£2.27
No
3
4 Jul
Pixelhaus Software
Software
£24.00
£4.00
No
4
9 Jul
Fieldline Hotels
Travel
£186.00
£31.00
Yes
5
15 Jul
Paperworks Supply
Office
£42.30
£7.05
No
6
22 Jul
Orbit Cars
Travel
£31.20
£5.20
Yes

Examples

A quarter of receipts, a claim, a team and a tax pack. All from the same log.

Expenses · Q3 2026
E2fx=D2/6
A
B
C
D
E
F
G
H
I
J
K
L
M
N
1
Date
Merchant
Category
Amount
VAT
Billable
2
2 Jul
Corner Press Café
Meals
£13.60
£2.27
No
3
4 Jul
Pixelhaus Software
Software
£24.00
£4.00
No
4
9 Jul
Fieldline Hotels
Travel
£186.00
£31.00
Yes
5
15 Jul
Paperworks Supply
Office
£42.30
£7.05
No
6
22 Jul
Orbit Cars
Travel
£31.20
£5.20
Yes
7
3 Aug
Lumen Cameras
Equipment
£648.00
£108.00
Yes
8
11 Aug
Pixelhaus Software
Software
£24.00
£4.00
No
9
19 Aug
Hollow Oak Bistro
Meals
£58.80
£9.80
Yes
10
Total
£1,027.90
£171.32
11
12
Q3 by category
£1,028
Q3 so far
  • Equipment63%
  • Travel21%
  • Meals7%
  • Software5%
  • Office4%
+

Every receipt read for merchant, amount and VAT, filed by category, billable flagged.

How it works

  1. Capture the expense

    Photograph a receipt, forward an email receipt, or import a CSV from your card. Chatly extracts merchant, date, amount, currency and tax.

  2. Let it categorise

    Each expense lands in a category with a confidence flag. Correct the ones it missed and it learns your rules, the same merchant files itself next time.

  3. Report and export

    Filter by date, project, client or category, then export a PDF report or a spreadsheet with receipt images attached.

Features

Who it’s for

  • Expenses · Q3 2026Tax year
    A
    B
    C
    D
    E
    F
    G
    H
    I
    J
    K
    L
    M
    1
    Category
    Q1
    Q2
    Q3
    YTD
    2
    Equipment
    £0
    £1,290
    £648
    £1,938
    3
    Travel
    £410
    £520
    £217
    £1,147
    4
    Meals
    £96
    £140
    £72
    £308
    5
    Training
    £250
    £0
    £0
    £250
    6
    Software
    £72
    £72
    £48
    £192
    Q2 against Q3
    Q2Q3
    Equip.TravelMealsSoftwareOffice
    Tax pack ready
    £3,979 deductible, receipts attached

    Freelancers at tax time

    A year of deductible expenses already categorised, with receipts attached, instead of a shoebox in March.

  • Expenses · Q3 2026Sep claim
    A
    B
    C
    D
    E
    F
    G
    H
    I
    J
    K
    L
    M
    N
    1
    Date
    Item
    Type
    Amount
    Running
    Approval
    2
    3 Sep
    Train to Leeds
    Travel
    £62.40
    £62.40
    Approved
    3
    3 Sep
    Client lunch
    Meals
    £48.00
    £110.40
    Approved
    4
    10 Sep
    Mileage · 84 mi
    Mileage
    £37.80
    £148.20
    Approved
    5
    17 Sep
    Hotel · 1 night
    Travel
    £119.00
    £267.20
    Pending
    6
    24 Sep
    Conference pass
    Training
    £250.00
    £517.20
    Pending
    7
    26 Sep
    Taxi
    Travel
    £18.60
    £535.80
    Query
    Claim submitted
    £535.80 in four minutes

    Employees claiming back

    Photograph receipts as you go and submit a formatted claim at month end in under five minutes.

  • Expenses · Q3 2026Team
    A
    B
    C
    D
    E
    F
    G
    H
    I
    J
    K
    L
    M
    N
    1
    Person
    Expenses
    Receipts
    Missing
    Total
    Status
    2
    Ada
    14
    14
    0
    £1,326
    Ready
    3
    Bram
    9
    7
    2
    £742
    Chasing
    4
    Chiara
    21
    21
    0
    £2,108
    Ready
    5
    Dev
    6
    3
    3
    £388
    Chasing
    Two people to chase
    5 receipts missing

    Small teams

    Everyone logs to the same tracker; a manager reviews by person, project or category and exports one consolidated report.

Start building

Frequently asked questions

Can it read a photo of a receipt?

Yes. Snap a photo and Chatly extracts merchant, date, total, currency and tax. If a field is unclear it flags it for you rather than guessing.

Does it connect to my bank?

You can import CSV statements from any bank or card. Direct connections are available on paid plans in supported regions.

Can I split an expense across projects?

Yes, split a single charge by percentage or amount across clients or categories, and each portion reports separately.

How do I get the data to my accountant?

Export a spreadsheet or PDF report, with receipt images attached per line and totals by category and tax rate.

Does it handle multiple currencies?

Yes. The original amount and the converted amount at the transaction date are both stored, so reports reconcile against your statements.

One prompt in.
Real work out.

Snap a receipt and it lands in the right category and report.

Open the expense trackerSee pricing

Chatly on your phone and your Mac

Chatly for iPhone

Ask for the tracker on the train, check the columns, and open it from your phone. Every sheet you make here is on your phone.

Download on the App Store

Chatly for Mac

Sheets on your desktop, with the exports and CSVs you already have to hand.

Download for macOS

Ready to get it done?

Download Chatly for free

Available for desktop, Appstore & Playstore