Managing and tracking your finances can feel challenging and overwhelming, but having a clear, visual tool can make all the difference. In this article, I’ll show you how to create a quick and effective budget or financial tracker using Google Sheets. With this step-by-step guide, you’ll gain a better perspective on your finances and take control of your money management with ease. Whether you're just starting out or looking for a new method to stay organized, this tracker is designed to help simplify the process. Let’s get started!
Start by opening a new Google Sheet and creating two columns: one for your income and one for your expenses. This simple layout will serve as the foundation for your budget or financial tracker, allowing you to clearly organize and monitor your finances. With this straightforward setup, you’ll be on your way to managing your money more effectively in no time, add a few rows for both the income and expenses:
In the expenses columns add a category for each row, to add this right click on the left to cell and select the drop down menu and fill in the following information:
With your income and expenses added, it’s time to create three essential tables:
- one to calculate the total of your income and expenses
- one to set your financial objectives
- one to compare your actual spending against your goals
These tables will give you a clear picture of your progress and help you stay on track with your financial objectives.
The formula to get the total of each expense based on the criteria is the following:
=SUMIF(E7:E20;"Needs";D7:D20)
- E7:E20: the range to get the criteria from
- "Needs": The type to select
- D7:D20: the range that contains the values
I hope this budget tracker proves helpful in managing your finances and gives you the clarity you need to stay on top of your goals. If you found this guide useful, don’t forget to subscribe to my YouTube channel for more tips, tutorials, and helpful content!
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