Income and Expense Tracker - Annual Budget Spreadsheet - Google Sheets Template - Money Tracker

Plan your budget for all 12 months, add a transaction whenever you receive or spend money, and watch as summaries get created automatically. You don't need to start in January! Set the start month and the other 11 will update accordingly 😊👩🏻‍💻✨

15 tabs included:

* Tab 1: Customizations.
Set the start month and personalize drop-downs.

* Tab 2: Annual View.
Make a list of your Income Sources and Expense Categories. Plan your budget for each month.

* Tabs 3-14: Monthly tabs.
Register a monthly transaction whenever you receive or spend money. Monthly Summaries are created automatically.

* Tab 15: Dashboard.
12 Month Summaries are created automatically, pulling information from the rest of the template.

#budget #personalfinance #moneymanagement #googlesheets #spreadsheet #template

[alexsandracavalcanti]

Hi! I am a data analyst and I was going to reproduce this work myself, but then I thought it was so nice it deserved every penny and more. Congratulations! <3

[tmystar]

This is detailed and simple to use, its missing Saving, Debt & Goal sections in the summary. Do you have a template that has these and includes everything? Or any tutorial on how I can add sections to the summary?

[flamingo]

Hello your tutorials are so helpful and amazing! Could you please do more tutorials on how to make diffrent kind of google sheets? Start from nothing and then build the sheet? Your channel is the best

[shehabberam]

Amazing! Can you add savings and investments to this template like you did in the monthly tracker template?

[lauriem]

This is such a great Spreadsheet! Is there a way to change the currency after purchase?

[TheAzoozhashim]

This is really great video! very useful.
I have a question, is it better to have a separate sheet for expenses and income or having them in the same sheet for the monthly analytics?

[clairekoid]

Hi! Just found your content! Love what you have been doing so far! So what happens if i want past annual review of my income/expenses? Do i have to duplicate this whole book? Or is this only able to view the year only?

[saltedearthyoga]

I purchase this template and I love it!
I'm using it to manage my business finances.

The only thing I need changed is "Part 4- Payment Methods", I would like that to be in Income so I can keep track of how I'm receiving payments.
I've already edited the file, can you help with this?

[kollmats]

This is amazing! I also have the chores spreadsheet. I love how easy it is to translate the keywords into Swedish. The only thing I miss is the possibility to change the currency format. We don't use dollars and I would like it to say "2500 kr" instead of "$ 2500". Is anything messed up if I change the format everywhere (it would take a while) or is it OK to do that? Or is there an easier way that you know of? I'm just beginning with Google spreadsheet, I'm used to Excel...

[heathererickson]

I really like some of your other tutorials, do you have a tutorial that Im missing that is more advanced that goes over some of the things in this tracker?

[ferrisea]

Hey, this is absolutely amazing! I have two questions, can you organize the income and expense transactions by date? I have several fixed expenses that I would want to input in at the beginning of each month and not on the actual date they occur. Also, in the annual view, does it show what the actual monthly average for each expense category was for the year? Thanks for your help!

[SaskiaPalmer-dv]

Great job! I wanna know if I can change the Dollars to Euros ¿?

[genfitness]

It looks amazing, but there is no debt repayment sheet or savings or anything like that… bummer😢. But I just LOVE your work still

[trixieandreea]

Hello! Can we switch the currency into a different one e.g EUR, when we download the spreadsheet? All the automated tools sounds awesome

[SaskiaPalmer-dv]

Hi! I purchased this template already from Etsy and will need the version in €, but entered a lot of information already. Is it possible to change easily to €? Or will I have to enter the info again in the € version?



Responder

[sadathahmada]

Thank you so much for this amazing work. I have purchased this template and its wonderful. One thing that I need your help is changing the Currency. I am trying to change the currence but it tend to change even to percentages are read as currency. Would you help me to fix this?

[kimlim]

Hi! I love your spreadsheet cause my simple version is giving me a headache. Just wondering, is it possible to link this template with your monthly budget one? Like the main annual view remain the same but using the monthly budget in replace for your monthly one in this video, or are they the same?

[taliabasma]

Is it possible to upload bank statements to upload expenses faster?

[danielnicolas]

@thinklikeagirlboss when you can do please do a mini video of series breaking down all the tabs and such you have in this video. The highlight function etc, how it all connects. It's amazing to watch but overwhelming... My mind is lke ... How ? What is happening? So please when you can do a mini video of series breaking down what and how you did in this one video. Thank you

[InstaxCo]

Can I request a video of daily income and rental expenses and guest booking tracker for airbnb