How to Make a Budget in Google Sheets (pt 1)

This is part 1/4 in a series of step-by-step instructional videos aimed to help the viewer learn how to create a simple yet versatile family budget for home use, w/ an emphasis on getting-out & staying-out of debt. Comments, questions, and feedback are welcome and used to create additional content.

Support the Channel:

:::::FAQ:::::
Q -- "Why don't you just upload a template for us to download so we don't have to make the whole thing?"
A -- This is my most commonly received question. Let me answer it now. The reason I don't just upload a template is because I want users to be empowered. I want you to be educated and comfortable enough w/ Sheets/Excel that you can adapt the budget to your life and the needs of your family, as ever changing as those will be. I myself have adapted and changed my budget in dozens of ways since the initial production, and I want to make sure users have the skills to make personal adaptations based on their needs, goals, and personal tastes. If I just said, "Here, use this" then I would only be selecting a small minority of the population who just happen to have the same organizational and functional style as me, as well as those whose situation and expenses are similar to my own. I want to reach out to many more than that small percentage, and they additionally gain Sheets/Excel skills which can be useful in both personal and professional settings elsewhere in their life. Hopefully this helps explain why I have not and will not publish this sheet as a template.

Don't forget to Like, Subscribe, and Share this video with anyone else you feel could benefit from learning how to Control their Money.

The music is of my own make. It's available on my channel, free for use as creative commons.

[charlesault]

Just wanted to write you a thank you. I was unable to find a premade budget template that came anywhere close to doing what I wanted it to and to say I was a novice with a spreadsheet is being kind. With the use of your template and tutorials, I now have a custom spreadsheet that does exactly what I want it to and my skills with a spreadsheet are at least adequate. Thank you for taking the time to make these tutorials I'm sure I'm not the only one who appreciates them.

[mauriciotorres]

taking the time to help others could learn in an practical and easier way its just beautifiul... Great job here.... thanks

[stellarshores]

This video is going to save me more money than any other video I have ever or will ever watch

[sampost]

Thank you very much for creating this tutorial. It is exactly what I was looking for, and the only one of its kind on YouTube. I learned much about how to use Google Sheets and now I will be able to record all of my income and expenses properly. You did a great job of explaining everything as you went through the process as well. You did an excellent job!

[onyinbeauty]

I love that you train us to do this ourselves!! Thank You!! :)

[kellyt]

Great tutorial. Very thorough and to the point. I started creating one with excel but decided that google sheets is way better.

Your videos are so easy to follow. Thanks for taking the time to do these great videos!

[ILUHHHYOU]

Not exaggerating - this video and tutorial saved my life

[behzadbmc]

Hi,
I spent all my time last weekend on watching all your previous videos about creating budget in excel. that was amazing .
thank you for not uploading your sheets here . I didn't know anything about Excel but now i can design and build whatever I want.
thank you so much for this great feeling .
I have a few questions now which one you are using personally for budgeting? google sheet or Excel ? which one you prefer?
when you will show how to build mortgage and loan in google sheet ?

thank you

[biggfoot]

Ive been using microsoft money 2001 ...up to now...and starting to think its time is going to come..well for me it is..due to seeing some financial institutions no longer allow downloading OFX files. Im going to use your video and others to finally break out my own version of what I need my budget to do. Thanks for your video tutorials!

[ronreisdorf]

This is an excellent tutorial with clear explanations that taught me several formulas that I did not know. I watched all four videos but did not see a way to split transactions in the expense tracker. For instance, if I enter a transaction at Walmart, how can I split the amount between multiple categories (Groceries, Pets, Misc)?

[staceygonzalez]

I’m excited to try this out. Thank you

[phillipdelapas]

Thank you for your time! I appreciate you.. Onto the next vid

[ginabeans]

Thank you for the time you put into this :)

[Vee]

Thank you for these tutorials. I am pretty good with Excel but never really used Google Sheets to this extent. I really appreciate the time taken to create these tutorials. I have one question, the expenses (sinking funds) listed across the top, should this list include the categories for monthly bills? I am assuming I would need to create a category for every monthly bill and sinking fund in order to capture the full picture using the comprehensive expense tracker.

[Mrsimanater]

thank you for this insightful tutorial, I feel it would be less distracting if you were to not have the music in the background.

[juanraffles]

Thank you for taking the time to post these tutorials. The simplicity of your teaching has allowed me to learn a lot more than I expected. I couldn’t have found a better tutorial. I am close to begin using this sample.
All of our expenses but one (our mortgage) is monthly. With the mortgage being the largest expense, how can I incorporate a bi-weekly expense to this worksheet? I understand the concept of multiplying the bi-weekly amount by 2, however, the odd month will have 3 bi-weekly payments and that may bring some confusion to the numbers shown on the worksheet no? Any advice or suggestions?

[Jonson]

Great tutorial! i Love how you taught us to do it and didn't just make it for us. i have a question if you have time. i'm trying to make a formula to display data if cell A1;A20="x" then data in "B1;B20" is displayed in C1. Thanks again!

[Smokefrog-jbuz]

Hi, I added an average row under the balance left. How would I get the average of each month to display ? And thank you so much. I started to use the sheet last year and I feel more in control of my finances than ever before.

[thebibleproof]

Thank you for a brilliant tutorial. Mine is in French so the $ currency toolbar does not change to €, so I to G Suite support about that.
Subscribed.

[herelisten]

This is great! Thank you. Question, I made one and entered my data then shared it. My question is if I edit mine will the shared copy change too?