Budget Tracker | Manage your money automatically

Learn how to automatically track your monthly and annual budgets. This tracker is perfect to analyse and understand your monthly and annual spending/earning behaviours through versatile tables and charts. The tutorial explains how to access the tracker, how to build it from scratch, and how to migrate your old data to this tracker.

Please let me know if you have any questions or feedback. This is always appreciated and I will try my best to answer as soon as possible.

Thanks so much for watching!

Cheers,
PF

Resources:

🚩Chapters:
00:00 Demo
02:16 How To Access
02:57 Phone Shortcut
03:19 Transactions Form
06:52 Connecting to Spreadsheet
09:08 Data
12:44 Enter Info
14:36 Monthly Analysis
22:44 Category Analysis
26:34 Dashboard
33:27 Final Test
34:22 Data Migration

#BudgetTracker #Expenses #Income

[gremlinsunite]

Wow! I found you on TikTok and really like the presentation for everything and now I'm here. Even though I don't have that much experience with formulas in Google Sheets, you made everything so clear and easy even though I need to play the video 0.25x most of the time lol. Thank you for this, Planet Finance!

[malikastar]

That was awsome, thank you, I've never used google sheets, but with this tutorial and the formulas list, it seems easy, thank you !

[RedROX]

Best! I was searching for this from long time. ❤😊

[ArtisanTacticalCustomerService]

Would love to see a version of this that incorporates credit card transactions. Pairing this with the ability to upload csv's with a zapier would be amazing.

[MoneywithDan]

Great use of Google sheets! Nice video!

[patricia__alves_]

This was extremely cool! Learned something new today, thanks!

[financialorderofoperations]

This is the standard Financial Order of Operations priority list for budgeting:
Necessities
Starter Emergency Fund (1 month of necessities)
High Interest Debt
Full Emergency Fund (3-6 months of expenses)
Retirement Accounts (20% of gross income)
Optional Spending

[musabizimana]

are you able to add a debt category to the budget tracker once we get it?

[ibyaed]

Awesome content man. Im going to subscribe but I also like the idea of building this on my own. Thank you for this. I am a real estate buy and hold investor and would like to integrate this into my portfolio for each rental

[alexandergarcia]

Hi, thank you for putting this budget out. It is remarkable! Thank you. I will try the groceries form next. I am having a major issue with the Category Analysis tab. My formulas are ok but are not loading the information. Any thoughts on what it may be?

[njangblik]

love your videos and tutorials. quick question i save in foreign currency (other then what i earn and spend) how would i be able to track that. my savings skews my expenses as i currently book that as an expense. thanks again great tutorial

[andrewaldea]

Hi, this budget tracker is really good, are the categories easily changeable? and is it possible to have sub-categories?

[malikastar]

I'm Back again, to learn more from this great tutorial, I have a question : is there a way to add or modify categories in the google form, not by the owner, but by someone using it as a shared link, thank you again

[abdullahquhtani]

Is it possible to get a full copy of this sheet and form as well? I’ll pay for it if it is not free.
Please REPLY

[natekidd]

Does the phillipine peso currency work with your budget trackers?

[RSG]

Hi! Are the formulas applicable also in excel? This budget tracker is awesome! Kudos on your google sheet skills! More power to you, mate! Hoping for more informative videos from you

[AlexC-smlm]

Great job! However, I can't understand how you format the cells to display "$ - " in Category Analysis (expenses and income breakdown tables). Can you please explain that? Thanks!

[Knittedbaby]

Trank you for your amazing work to make a Wohle Video with every step

[saracur]

I'm so confused at 13:13 If i add ='Enter Info'!C17 in column M on the Data page I can not manually put in my starting balance. This is only the beginning of me not understanding Step 1 on 'Entering info'

[akkintouch]

Hey buddy,
How's it going with the new budget tracker? I don't find any new updates.. u had promised around and if April😉