Expense Tracker - Desktop Download Tutorial + Fixing data errors | Debbbag

This is how you download the Expense Tracker on desktop! + Why data isn't being collected
0:00 How to download Expense Tracker on your desktop
3:52 Why your data isn't getting transferred over
Download the Expense Tracker here: deborahho.com/productivity/ex...
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[@quyen1855]

Thank you so much for giving us access to this user-friendly expense tracker. My question is if I want to add another expense e.g. school expenses how would I change the formulas to accommodate this and the chart. Thank you again

[@babushkaferenczi3754]

Thank you for sharing those documents and the great tutorials! Super generous of you. All the best!

[@PriyaSharma.761]

Thank you Deborah for giving the public access to this fantastic and user-friendly expense tracker. I stumbled upon this on Pinterest and tracked you down on KZbin. It has helped me manage my expenses for the first time since I started earning. Thank you. :)

[@onnaquest]

Thank you for making this! I thought I'd create on myself, but found this to be exactly what I need. I just changed the categories to "Schedule C" terms, added a few, easily updated your formulas, and it's perfect so far. A big improvement to the sheets (without a form) I've been using. Liked. Commented. Subscribed. Thanks again.

[@AL-wb2pu]

Thank you so much for doing this and sharing this! This is much appreciated. For anyone not getting the preview option (as I have) change to list view for your G drive documents and the preview option appears.

[@Chetbaker46]

Best expense tracker I found so far. Thanks for sharing everything and free.

[@paulinaesquivel9]

Thank you so much for giving us access to this for free!! It has helped me a lot to administrate my expenses :)

[@adrianavazquez2028]

I cannot thank you enough for this!! Honestly is lifechanging

[@michaelweyers7729]

This such an incredible help I hope this video blows up!!!! thank you so much

[@ErinBooth]

Thank you! You've changed my spreadsheet-loving life. Love your website, too!

[@massiel03]

Thank you sooo much for sharing this template. It was just what i need it. Thanks also for the tutorials on how to use it. You are a life saver.

[@moudychewy1855]

Thank you , I’m going to uni next year and this will help me a lot

[@Tbigtweety24]

thank you so much for getting my life together!!!

[@monterobrian]

Yo thank you for creating this - this is awesome

[@vid.2275]

This is helpful, thank you for sharing your creation.

[@natva89]

This is a dream come true!! Thank you!!

[@EduYCompany]

I absolutely loved it! Thanks :)

[@helenadib9379]

Thank you for that! Hope I'll come back in one year with the best results

[@saekuto]

Thanks, I'll be using this from now on!!

[@tati9810]

thank you for actually providing the template and also in so many different languages!!!!!!

[@debbbag]

The people who have reached out to send me the translated versions are the best!!!

[@geminae2154]

I found you on Pinterest your amazing I cant wait to start using this in daily life

[@apriluno7210]

thank you so much for giving us access to this :)

[@nataliestraveldiaries]

This is perfect! Thank you soo much!!

[@marianacsinlove]

Thank you thank you so much! You've helped me so much

[@kesiaolitoquit6512]

thank you so much! you're so generous!

[@joankanyago2501]

i love you. thanks for changing my life.

[@withlove_shenoa]

This is great, thank you for sharing! I couldn't, however, get the Form to copy. I copied the Excel spreadsheet, and the Income Tracker Form came across automatically, but the Expense Form didn't :( Any suggestions anyone?

[@zelbiee3678]

So I think I figured it out: You need to make a copy of the forms you don't have & open them in your drive. There will be a pop up saying that files need to be restored, hit "Restore." Then go to the "responses" tab in the form, and on the right hand side there should be the google sheets logo next to a hyperlink that says something like "no sheets linked." click that & hit "link sheet" & select your copy of the spreadsheet. it will make a new sheet with the purple forms logo at the bottom of the page in your spreadsheet, and you'll need to find the "expenses" or "income" sheet (whichever form you're trying to link) and delete it & rename your new sheet the same name. On the overview & income dashboard tabs there are errors now. to get around this, on the Monthly Overview select the first cell with data (B2), and copy the formula from the formula (fx) bar at the top. then delete the formula, and paste it back in. It should now show "$ -" in the cell. To apply to the rest of the cells hover over the bottom left corner of cell B2 until the cursor turns into a cross & click + drag to cell M2. while those cells are highlighted repeat the click+drag to row 13. Repeat for the weekly overview page for example: the expenses form did not link to the spreadsheet. I delete the existing expenses tab & link the copied expenses form to my copy of the spreadsheet. I rename the new tab that's appeared at the bottom of my spreadsheet "Expenses". To fix the errors that are on my weekly and monthly expenses now, I copy the formula from cell B2 then delete the formula, then I paste the formula back. Click+drag from B2 to the rest of the categories to apply the formula to the top row, then click+drag to apply to the rest of the table. I do the same to cell C2 on the weekly overview.

[@jaesunlee8715]

@@zelbiee3678 What would one need to do if the error is not going away with the copy paste method? Thank youu

[@marianabranco1710]

Hi Deborah! Thanks so much for your tutorial! I have a doubt: if I want to change the category's names should I do it in the form or in the sheet? Thanks!

[@NatallyNikolova]

Thank you. Very helpful!

[@janjoeyjrzabala4608]

Thank you so much for your help!

[@noshymohamed.275]

this is very helpful thank you so much

[@CGMOMG]

Thankyou for your work! :)

[@DalarrianFeatherston]

Thanks again for 2023!

[@lindsaymccourt6524]

OMG so amazing thank you!

[@paolapernia]

Thank you for sharing!

[@apriluno7210]

thanks so much for this again! just a quick question, how would you extend the tracker for the new year? would you just use a new template or make new tabs or extend it on the sheet itself?

[@Aruuuh]

Thank you so much for this! Just a question, when I made a copy of the expense tracker, the form was not found alongside the copy of the expense tracker on my drive. Is there any way I can have the supposed 'automatic' form to be with, with my expense tracker copy? Thank you!

Same here! In this case, should we copy the form too?

[@zelbiee3678]

So I think I figured it out: You need to make a copy of the forms you don't have & open them in your drive. There will be a pop up saying that files need to be restored, hit "Restore." Then go to the "responses" tab in the form, and on the right hand side there should be the google sheets logo next to a hyperlink that says something like "no sheets linked." click that & hit "link sheet" & select your copy of the spreadsheet. it will make a new sheet with the purple forms logo at the bottom of the page in your spreadsheet, and you'll need to find the "expenses" or "income" sheet (whichever form you're trying to link) and delete it & rename your new sheet the same name. On the overview & income dashboard tabs there are errors now. to get around this, on the Monthly Overview select the first cell with data (B2), and copy the formula from the formula (fx) bar at the top. then delete the formula, and paste it back in. It should now show "$ -" in the cell. To apply to the rest of the cells hover over the bottom left corner of cell B2 until the cursor turns into a cross & click + drag to cell M2. while those cells are highlighted repeat the click+drag to row 13. Repeat for the weekly overview page for example: the expenses form did not link to the spreadsheet. I delete the existing expenses tab & link the copied expenses form to my copy of the spreadsheet. I rename the new tab that's appeared at the bottom of my spreadsheet "Expenses". To fix the errors that are on my weekly and monthly expenses now, I copy the formula from cell B2 then delete the formula, then I paste the formula back. Click+drag from B2 to the rest of the categories to apply the formula to the top row, then click+drag to apply to the rest of the table. I do the same to cell C2 on the weekly overview.

[@jaesunlee8715]

@@zelbiee3678 Hello thanks for the advice!!! I see the errors now but when i copy delete and repaste, I still get the error. Anything I could do to override this?

[@nelsonsze4599]

Thank you for sharing ❤

[@RezaqqiMulki]

Thank you Mrs. Ho

[@veronikanass]

that's amazing thank you ! but how can i change the dollar to other coin?

[@vanessacosta_interiores]

Thank you. Thank you. Thank you!

[@ashleyyyfaye]

Thank you so much!

[@stoofke]

What a great file! Thank you. Question: When I add a a new category and change it in the graphs below it won't have the same colour as above. Any idea what I am doing wrong?

[@welcomesamz]

Thank you!

[@carlosumana9723]

the forms are not copying for me. idk what to do

[@zelbiee3678]

So I think I figured it out: You need to make a copy of the forms you don't have & open them in your drive. There will be a pop up saying that files need to be restored, hit "Restore." Then go to the "responses" tab in the form, and on the right hand side there should be the google sheets logo next to a hyperlink that says something like "no sheets linked." click that & hit "link sheet" & select your copy of the spreadsheet. it will make a new sheet with the purple forms logo at the bottom of the page in your spreadsheet, and you'll need to find the "expenses" or "income" sheet (whichever form you're trying to link) and delete it & rename your new sheet the same name. On the overview & income dashboard tabs there are errors now. to get around this, on the Monthly Overview select the first cell with data (B2), and copy the formula from the formula (fx) bar at the top. then delete the formula, and paste it back in. It should now show "$ -" in the cell. To apply to the rest of the cells hover over the bottom left corner of cell B2 until the cursor turns into a cross & click + drag to cell M2. while those cells are highlighted repeat the click+drag to row 13. Repeat for the weekly overview page for example: the expenses form did not link to the spreadsheet. I delete the existing expenses tab & link the copied expenses form to my copy of the spreadsheet. I rename the new tab that's appeared at the bottom of my spreadsheet "Expenses". To fix the errors that are on my weekly and monthly expenses now, I copy the formula from cell B2 then delete the formula, then I paste the formula back. Click+drag from B2 to the rest of the categories to apply the formula to the top row, then click+drag to apply to the rest of the table. I do the same to cell C2 on the weekly overview.

[@joimh941234]

This is amazing. Thank you so much. I'm having trouble with the expense and income tracker. When I erased the rows in the income tracker, it did not sync with the income dashboard. Is there something I should do?

[@covaconstruction9901]

Thank you so much this is great ! is it possible that the receipts dont register? and we need to change the categories on every page?

[@abdoomni]

Very cool idea thnx a lot

[@godsfavourinyang4248]

Thank you so much for this! How do I change the dollar to pounds?

[@hebe_lia]

Thank you!!

[@linoatmowihardjo2175]

thank you!

[@angelicaciancigarcia5126]

Thank you !!

[@nwillard81]

When I make a copy of your expense tracker it doesn't populate a form in MyDrive. Any advice?

[@CheneCornelius]

Hi Deborah!!! THAAAAANK YOU!!! This is amazing, I was just wondering, can I do this from a budget standpoint? For example, I put in my budget on the sheet beforehand, and then same as the form, I enter what was bought and it deducts from my budgeted amount and lets me know what is left?

[@DanslaviedeHouda]

Thanks! So helpfull! How to have the shortcuts the shortcuts off the form on my mobile

[@Borjaiv]

Thx for the content Deborah! Super nice! Question: How would we go about importing expenses for a specific month without having to capture them 1 by 1 please? Cheers!

[@annakotopoulou2325]

Wow, thank you so much great template! can you make one for income/expense tracker? that will be able to add input amounts?

[@arneshakloe2268]

Thanyouuu very much

[@DollFaceForte]

Hey, How did you make it possible for us to copy of the sheets and google autogenerates forms that match?

[@stanneman2176]

The form wont download with the sheet. I did everything exactly like in the video

[@eliteballer360]

How would you do this for 2021 and beyond?

[@rajonvannacabo7869]

Thank you so much for giving us access to this. May I know how to change the currency?

[@DF-lf3sx]

Thank you so much!!! One question though, is there a way to change the currency? I see that I can change it manually in the graphs but not sure where I can change it in the expense chart

[@DF-lf3sx]

Okay, the explanation is in her newest video :D

[@elenasmith-beech9175]

Hello! Thank you for this!! I had a question about how to submit income into the form and the sheet? :)

[@m.k4447]

not the OP, but there's an option when you're inputting the general spending options to instead input income. It's one of the categories alongside food, bills, etc.

[@Jessica-wk5zr]

Is there any way you could make the dates from september-august as I am using this for university x

[@dilligaf565]

Hi! How can I change the valuta from $ to €? Thank you in advance!

[@ArtanisTelperien]

yessss dying to do it - i Tried the replace functionality but doesn't work because dollar sign is inserted in the formulas

[@roddytweedie9338]

Hello! Do you think this would work in Excel? I am just unsure how I could add an expense from my phone for an EXcel version!

[@caralinbranscum3747]

What if I change the order of the categories? Does that mess up the formula?

[@herzengarcia2453]

Thank you soo much I now acces the free expense tracker, but anyway how do I add the income?

[@Awsomegirl0707]

So, how does this adjust for different years? Do i need to delete everything and redo it? I tried adding an expense for 2021, but nothing is showing up for it.

[@Ryuomaa]

Keep the fresh template at hand and just change the year

[@tysehipps3676]

Hi Deb, Thank you for creating this. I have a quick question, would you put an emergency fund in the expense form? I want to keep track of my emergency fund in here as well and I would love your advice. i believe that is what I'll do. Any thoughts you have would be great.

[@debbbag]

Add an emergency fund as a category :) that way you can input any time you add savings to it, and it will subtract from your income (you are putting it aside) 😀

[@HeyHeyItsTj]

hi deb! i downloaded both forms and send my responses to the tracker and even though i hit preview and send, the information is not showing up in the main form

[@Grakel]

Hi Deb. I am attempting to do a reconciliation of an account over 2 years. When I enter the data into the sheet back for 2021, it doesn't seem to be populating the tracker, rather it is showing dates from January through to December 2023 2022? Am I supposed to delete these dates or is there another way to have these pre loaded dates removed before I start?

[@jennifercrawford9522]

why does "Clear cache & cookies" come up every time i try to click on the copy? ive done it and it still wont work

[@Junebeargaming]

Hi! I recently got your newer version of this the 2.2 and I notice that the weekly overview not log the info you put in if its the present date. Like trying to log something on today's date during today it doesn't show up. Is it meant to do that? Is anyone else having this problem?

[@papaya123ification]

can i change it to another currency?

[@nesofpv]

Ok awesome Ideas and awesome Expense Tracker.... but is there a way to depreciate one big payment to 12 months? I mean I could break down the payment and add it manually to the list but can I update the form and end up in a depreciation?

[@shellbelld206]

I'm having issues im new to this excel I love it already but I'm having issues changing the categories to what I save them as how can I go about doing that and have it work

[@kwaku_2023]

@DeborahHo Form not copying over to my drive after copying excel sheet.

[@config_t]

This is amazing! Thank you. When I copied the sheet, the form did not copy over. Any idea why?

[@PankajYadav-vj8uw]

same issue

[@p.m.a.]

nice

[@G9Cr23]

is there any way of putting it in euros?

[@catherineledgister1218]

I try to download the expenses tracker but the Google form doesn't show up am I doing something wrong

[@cezh]

When I change the a category name through the google docs how do I keep the colour of it on the expenses sheet of the google sheet document?

[@victorpaesleme]

Same question ^ !

[@victorpaesleme]

Okay actually i just figured it out. Change the name on your form, on your monthly expenses and on your graph. Now, when you go to the expenses tab with the list of your stuff, right click the box with the category you want to change. At the bottom click conditional formatting, and then on the right change the word you want to colorize

[@siobhanicles]

For some reason when I download the tracker it doesnt also download the form?

[@cierradouglas1989]

does anyone know how to link new categories to the spreadsheet?

[@JTstuff1]

I love your accent

[@debbbag]

☺️

[@AyushSahu-rh8is]

Thanks for the video. I am unable to find the form. Please help me

[@Emmydvs]

I have followed the steps but the tracker does not download as well. Has this happened for anyone else?

[@kainovember]

How do I add a category to the sheet? It won't register on the charts.

[@maddiedoesmakeup1093]

My info isn't transferring from forms to the sheets

[@elinaihnatsiuk]

go to forms, responses and click on the green square and check if they are connected. if they are, check if the categories have the same names in both

[@znma1]

I am having the same issue, although I have the exact same categories in both. Any idea what the problem could be?

[@tariqqureshi9243]

Trying to download the "version 2.2" but it does not seem to download the form and other folders.

[@zelbiee3678]

So I think I figured it out: You need to make a copy of the forms you don't have & open them in your drive. There will be a pop up saying that files need to be restored, hit "Restore." Then go to the "responses" tab in the form, and on the right hand side there should be the google sheets logo next to a hyperlink that says something like "no sheets linked." click that & hit "link sheet" & select your copy of the spreadsheet. it will make a new sheet with the purple forms logo at the bottom of the page in your spreadsheet, and you'll need to find the "expenses" or "income" sheet (whichever form you're trying to link) and delete it & rename your new sheet the same name. On the overview & income dashboard tabs there are errors now. to get around this, on the Monthly Overview select the first cell with data (B2), and copy the formula from the formula (fx) bar at the top. then delete the formula, and paste it back in. It should now show "$ -" in the cell. To apply to the rest of the cells hover over the bottom left corner of cell B2 until the cursor turns into a cross & click + drag to cell M2. while those cells are highlighted repeat the click+drag to row 13. Repeat for the weekly overview page for example: the expenses form did not link to the spreadsheet. I delete the existing expenses tab & link the copied expenses form to my copy of the spreadsheet. I rename the new tab that's appeared at the bottom of my spreadsheet "Expenses". To fix the errors that are on my weekly and monthly expenses now, I copy the formula from cell B2 then delete the formula, then I paste the formula back. Click+drag from B2 to the rest of the categories to apply the formula to the top row, then click+drag to apply to the rest of the table. I do the same to cell C2 on the weekly overview.

[@pushkardbg]

Hi, Thanks for your template. It has helped me a lot. Could you please see if you can help me with a pie chart view on a monthly basis. Currently the pie chart view is yearly + accumulative in nature. Your help is much appreciated.

[@luvxjoshua2518]

Yay your name is called Deborah mine is too

[@erinlanza1368]

My expense tracker form is not automatically downloading with the download of the Expense Tracker. This is the income and expense tracker 2.2 - the most recent version on your website. Has anyone else had this problem?

[@user-xj4gg9jm3q]

Read comment by @zelbiee3678, it worked for me :)

[@alihsaleem]

is there any way to change the date format to dd/mm/yyyy help a fellow aussie out!

[@sparkleinkcat]

File> Spreadsheet Settings and there should be a location and time setting.

[@alihsaleem]

@@sparkleinkcat thank you! that worked. im good with excel. i just don't use google sheets as much.

[@sparkleinkcat]

@@alihsaleem yeah i'm more of an excel user so i went in trying to fix the formula and realised there was none so that failed. but now it's fixed.

[@Oh_honeyournails]

@@sparkleinkcat you just saved my life with this answer😍

[@janzmagnet0110]

how can i access to this one ?

[@livz2laugh]

Hi! After making a copy the expense tracker form still says I need permission. Can anyone help me with this? Thanks.

[@livz2laugh]

I got it! Had to redownload the file from original link. I just copied that individual sheet from the folder and voila.

[@ariadnagonzalez467]

somehow my monthly expenses graphs don't actually sincronize with the forms and the data i introduced on "expenses" sheet, can anyone help me?

[@arigranados4047]

Omg same here 😱

[@itsmimifps]

Hi, the income isnt working for me, whenever it generates theres an error Missing File Upload folders The folder containing responses to File Upload questions can't be found. This form won't resume collecting responses until the folder is restored.

[@Aruuuh]

UP! i have the same problem. Do you have an update to this?