Personal Finances/Budget Spreadsheet with Template - Apple Numbers and Google Sheets

This Personal Finance Template is designed for non-financial experts. This spreadsheet allows you to easily understand and track your income, savings, and how your money is being spent.

**Timestamps**
0:00 Intro
0:34 Summary
3:34 Income
4:12 Savings
5:01 Expenses
7:27 Debts
7:56 Investments
8:19 Back to Summary
8:59 Outro

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How to Double Your Savings

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[Character-jr]

Very nice professional looking spreadsheet

[JoeOberster]

Hello! I purchased your spreadsheet, I really appreciate the thought and work that went into this. I do seem to be having an issue. It seems that when I input an annual expense, it will change the total expenses on the Expense sheet, but it does NOT change the total amount of the Monthly Surplus on the Summary sheet.

My current workaround is taking that annual expense and performing a "divide by 12" function in the monthly column.

I'm using it in Apple Numbers. Thank you!

[RHM_MusicMinistry]

Hi Shawn,

I am wanting to get this possibly- but one thing I was trying to do with the Numbers app was get a budgeted versus actual difference in the expense columns. Is that something that’s included in this spreadsheet? Or something that could be added?

I’m not sure if you do custom spreadsheets in that way.

Thank you!

[Alex_Freire]

Hey Shawn! I bought this spreadsheet and I'm loving it! Quick question, how can I make I use the expenses tab on a monthly basis for example groceries vary every month

[HtheUtheGthH]

Income can change month to month. Also, expenses change month to month. You said we can copy the expenses tab for each month. But that would be very tedious. Likewise, what about the income tab? Do we need a separate income tab for each month or can we copy the income block of cells and paste them in the same tab allowing us to have one tab with 12 income sections - one for each month.

[phoenix]

I purchased your template and it’s honestly incredible. However, I have expenses that I pay every other month, or even quarterly… or every other year even… how can I show this on your Personal Finance Template?

[Gemimastone]

Hello,
just a quick question 😢 I’m not able to somehow keep it open on my Numbers application I have to go to file every time to just re-open it, to be able to use it, as soon as I leave the app it doesn’t show anymore on my recent on the application itself (Numbers).

Hope you can help

[jredtegel]

can I use this for my small business? or do you have one for Business finances?

[Character-jr]

Can you create one with Googlesheets?

[metrawhub]

What does it mean Bi-Weekly? If someone earns 3000 monthly, how much should he then fill in bi-weekly?