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- Google Sheets makes it easy to set up a monthly or yearly budget with its templates. On the main page, select the Template Gallery at the top. You'll see both the Monthly Budget and Annual Budget options in the Personal section. Pick one and it'll open right up for you to get started.
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Jun 4, 2024 · Track your monthly budget by setting expected incomes and expenses. Log your income and spending to keep your budget accurate and up-to-date. Visualize your financial data with helpful charts...
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- Google Sheets Budget Template: Step-By-Step Guide
- Locate and Open The Google Sheets Monthly Budget Template
- Start with A Clean Slate
- Customize A Sample Monthly Budget
- Make A Copy of The Sample Budget and Plan Your Spending
- Track Your Expenses Throughout The Month
- Final Thought
This article and the video below will walk you step-by-step through the process of creating a budget with Google Sheets, including my best tips to customize the template.
The first step is to find the Google Sheets budget template. When youopen Google Sheets from a computer, look for the “Monthly Budget” spreadsheet located near the top of the screen. If you don’t see a thumbnail for it, click on “Template Gallery” and find it under “Personal.”
To start with a clean slate, you need to give the budget template a new name. In the upper-left corner, change the name of the spreadsheet from “Monthly budget” to “SAMPLE BUDGET TO COPY EVERY MONTH.” You’ll understand why that’s important later on in this article. Next, you want to delete sample amounts on the Summary and Transactions spreadsheets...
The third step is to customize your sample monthly budget. Before you adjust the expense categories on the Summary spreadsheet, I recommend that you add a third spreadsheet for Fixed Expenses. The purpose of this additional spreadsheet is to separate your fixed and variable expenses. Let me explain how I do it. In the lower-left corner, click to pl...
Now that you’ve customized the sample monthly budget, the fourth step is to make a copy of it to save the work that you’ve done so farand actually start budgeting for the upcoming month. Go to the File menu, select Make a Copy and rename the budget for the upcoming month. For example, January 2023 Budget. I go back to the sample budget every single...
The key to making this budget work is tracking your expenses throughout the month using the Transactions spreadsheet. The first transaction that I log every month is for my fixed expenses. I enter the total from the Fixed Expenses worksheet on the Transactions tab. This updates the Actual column for the Fixed Expenses category on the Summary spread...
There’s no one-size-fits-all approach to budgeting, but the Google Sheets budget template is a simple and powerful tool to take control of your money — and it’s 100% free. Here are the reasons why I really like it: 1. Google Sheets is free 2. Monthly Budget template can be customized 3. Track expenses on the go with the app 4. Share your spreadshee...
Sep 20, 2023 · Google Sheets does not have a prebuilt budget template. However, you can search thousands of budget templates on Google Marketplace, ready-made and available for budget and expense tracking from the word go! In this article, you will follow the steps to see how easy a budget template in Google Sheets is to create.
As you enter data in the 'Transactions' tab, this sheet will automatically update to show a summary of your spending for the month.
Dec 9, 2020 · Updated for 2021: Digital Household Booklet, with section for “Budget” per non-fixed category for each month, and a “Planned” savings section where you can write out how much you plan to save per...
- Gracia Kleijnen
Jul 25, 2023 · Learn how to make a budget in Google Sheets effortlessly, track your expenses, and achieve financial goals with step-by-step instructions.
Aug 1, 2022 · For a monthly budget, enter the months in a row at the top of the sheet. You can then use a section for income with the income types listed in the first column and a section for expenses with those types in the first column. At the bottom of each section, you can add totals.
