CSV Ledger Template

Build a cleaner expense ledger before accounting handoff.

This template helps small teams standardize receipt data after OCR. It matches the fields LedgerLens AI exports after parsing, duplicate checks, and currency conversion.

Create a clean ledger

Free template

Copy this checklist into a spreadsheet.

Start with this template in your spreadsheet, then move to LedgerLens AIwhen you want receipt OCR, duplicate checks, currency conversion, and cleaner exports.

Download CSV template Try with a receipt

"Field","Example","Review note"
"Recommended columns","Invoice number","Review before export"
"Recommended columns","Merchant or supplier","Review before export"
"Recommended columns","Invoice date","Review before export"
"Recommended columns","Original currency","Review before export"
"Recommended columns","Original amount","Review before export"
"Recommended columns","Base currency","Review before export"
"Recommended columns","Converted amount","Review before export"
"Recommended columns","Review status","Review before export"
"Review rules","Keep duplicate rows visible for audit review, but exclude them from clean exports.","Review before export"
"Review rules","Use one workspace base currency for the reporting period.","Review before export"
"Review rules","Mark low-confidence OCR records as needs review before bookkeeping.","Review before export"
"Generated with","LedgerLens AI","https://ledgerlensai.com/templates/csv-expense-ledger-template"

Recommended columns

Invoice number
Merchant or supplier
Invoice date
Original currency
Original amount
Base currency
Converted amount
Review status

Review rules

Keep duplicate rows visible for audit review, but exclude them from clean exports.
Use one workspace base currency for the reporting period.
Mark low-confidence OCR records as needs review before bookkeeping.

Questions

Can I use this template with Excel or Google Sheets?

Yes. LedgerLens AI exports spreadsheet-friendly CSV rows that can be opened in Excel, Google Sheets, or imported into accounting workflows.

Should duplicate receipts stay in the ledger?

Keep them visible for review, but exclude them from the final clean export unless your finance process needs a separate duplicate audit file.