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May 6, 2024 · Monthly Budget Template for Google Sheets. Access Template. This monthly expenses spreadsheet is a simple template that’s divided into different categories. It comes pre-populated with common budget elements (e.g., income, rent), but it’s easy to customize them to suit your specific financial needs and priorities.
- 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.
May 30, 2018 · Completely open to download, a free Google Docs budget spreadsheet revised and made even better. This is the perfect budget tool to get you started! Also includes a full list of expenses for budgets, budget categories, and monthly transaction and income tracking in the post.
Jul 29, 2024 · These are the two default Google Sheets budgeting templates: Monthly budget – Log individual income and spending transactions. You can compare your planned and actual benefits by category. Annual budget tracker – List your monthly income and expenses by category to track your monthly progress.
1-Month Expense AND Budget Tracker (Budget for each expense) (Track 1 month expenses + budget on a single sheet, where you can set abudget for each expense) 1-Year Expense Tracker (Track 1 year of expenses, where each month has its own tab)
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Jul 25, 2024 · You’ll find Google Sheet budget templates for all your financial needs—whether you want monthly, annual, or other budget templates. Once you input your transactions into one of the templates, you’ll be able to see how each dollar you spend affects your personal finances or the growth of your business.
