How to build your Expense Tracker from scratch! | Debbbag

Today I'm going to teach you how to build this Expense + Income Tracker from scratch. It will show you the principles and formulas - so you can make the perfect tracker to suit your lifestyle :)
Timestamps:
0:39 Create a form for your expenses
3:48 Create a form for your income
6:17 Adding sample data: expenses + income
8:15 Change your title, country + timezone
8:58 Building your main dashboard
14:02 Building your income dashboard
15:04 Understanding the formulas
17:46 Adding the formulas to your main expense dashboard
18:38 Adding the formulas to your income dashboard
20:04 Adding income total to your main dashboard
20:52 Colour coding your expense list
22:17 Colour coding your income list
23:02 Setting a budget with conditional formatting
24:47 Finishing touches on the table
25:45 Making graphs for your expenses
29:09 Making graphs for your income
31:16 Adding old data to your new sheet
Download Expense Tracker 2.0 here: drive.google.com/drive/folder...
Download the Original Expense Tracker: deborahho.com/productivity/exp...
Customisation Tutorial: • How to Customise your ...
Watch my original Tiktok - where it all started:
www.tiktok.com/@debbbag/video...
Buy me a Kofi: ko-fi.com/debbbag
Website: deborahho.com/
Tiktok: / debbbag
Instagram: / debbbag
Twitter: / debbbag

[@debbbag]

The formula for easy copy + paste! *EXPENSES (Put in B2 of your Main Dashboard)* =SUMIFS(Expenses!$D$1:$D, Expenses!$B$1:$B, ">="&$A2, Expenses!$B$1:$B, "="&$A2, Income!$B$1:$B, "

[@TheJoanaBorga]

hi!! google sheets has this really cool function that let's you type the formulas in english even if everything else is another language. then all i had to do was change income and expenses to the word i used in my language. hope this helped :)

[@rachelkroger]

I think the problem is that the name in the code has to match the name of the sheet on google sheets. for example, if you named the income tab "money in", "income" it won't work, only "money in" would work.

[@carolinac.4829]

Thank you millions!!!

[@fatmarko742]

Thank you this is awesome

[@beckalund]

Sorry, this is the one for incomes! Got the wrong one... =SUMIFS( Inkomst!$D$1:$D ; Inkomst!$B$1:$B ; ">="&$A2 ; Inkomst!$B$1:$B ; "

[@gabrielaugusto9107]

You are the best person who has ever lived in this world

[@sugengriyanto229]

My mind when she tells the formulas = 🤯

[@KuroAlis]

Thank you so much, I’ve needed something like this for a while now, you are an absolute life saver 💜💜💜

[@irwingrungerson2776]

Thank you so much for creating this video and for walking us through your process. Was unbelievable helpful! :)

[@de6klompjes108]

I am so happy I stumbled upon this video. I've used yours for the last months of these years. But I noticed I had to customize it a lot to fit my household situation and this helped me understand how it all works :). So for 2021 I made my own and my husband is thrilled by it. This will make filling out our taxes a lot easier :)

[@jorgemonzon7401]

Hey! Thank you so much! i had something like this but i added everything manually, never thought about making a form! youre awesome!

[@periwinkle_loyalist16]

Thank you so much for generously sharing all of these. It's really helpful! :)

[@belemsantillan826]

LOVE THE WAY YOU EXPLAIN IT, VERY SIMPLE AND EASY TO UNDERSTAND. THANK

[@erinlindsey3]

Thank you so much! I'm attempting to expand this into two separate sheets, one for me and one for my fiancé along with a combined totals sheet so we can start saving for our wedding and continue saving on our farm. This has been an IMENSE help!!

[@loz8861]

Thank you so much! This was so easy to follow for someone as digitally illiterate as me! Hopefully making it from scratch will motivate me to actually start tracking my spending and savings - thanks again!!!

[@natva89]

This is sooo awesome! I've been using Spreadsheets for years but always thought there should be a smarter way to use them. This has everything I was needing! Thank you so much!

[@irish.franchesca]

You're a lifesaver! Thankyou so much for teaching us how to do this

[@genesisalvarez648]

Hello there! Thank you so much for taking the time to create this video alongside all the other videos. As a recent college graduate, I am late in starting to budget and manage my expenses because to be honest, I didn't know where to start. I am glad I came across your video on tiktok! You are an unsung hero to those trying to adult properly. Thank you so much!

[@HaydenJWeal]

This video blew my mind. What a wonderfully cogently explained process. Amazing initiative. Thank you!!!

[@thomasrimell8064]

I've started my own small bussiness fitting off grid solar systems and have been building up all the paperwork as i cannot find a way to proccess it in a way i understand, building it from scrach lets me understand the process and what im looking at this is the best thing I've found so thank you so much ! i really think you have just kickstarted my business in the background !

[@hlove1314]

I have now organized my entire life with this method this is insane how did I not this about this sooner. Thank you!

[@coreyr.3344]

You're AWESOME! I can't wait to implement using this for my expenses and income.

[@anakateandrasko2403]

THANK YOU SO MUCH!! I have been looking for an easy way to keep myself on track!! This is super helpful!!

[@aprylchiem]

Thank you so much!! I really need this to keep track of my spendings and to stay organized.

[@ColinLevy]

This is fantastic. Thank you so much for the detailed breakdown!

[@benlawrence9704]

Thank you so much for this video. I cannot tell you how much it has already helped me

[@silvanatoma7464]

This is fantastic!!! 2nd year in a row for me using it and I still get lots of value, thanks incredibly much Deborah!

[@thirstkirstreads9835]

You are a HERO for uploading this and explaining everything so clearly. I loved your explanation of the formulas as well. So, so, so helpful! Thank you!!

[@heysybil]

I watched this video a few months ago and made the expense tracker. I come back just to thank you for making this video! :) I really loved it and it was easy to follow your instructions! Thank you Deborah :)

[@anitaprudnikow2088]

I am impressed. this is so awesome. i have been struggling to find the right platform for my business income and expenses. thank you so much for sharing this and taking the time to walk trough so detailed.

[@raghuraj-peakperformance2104]

one of the amazing way to track expense, Thanks so much Deborah

[@laurabrizuela8853]

Omg this is just soooo well explained! Followed every step (deeply detalied) and created the perfect thing for me. Really really thankful to you for putting this up (and for free!) Absolutely loved it

[@alfiesimbajon275]

I love this tutorial-- it is so detailed and easy to follow, especially with the formulas. I am not an excel expert at all and not tech savy but I defiinitely understood it. Thank you!

[@gesireci]

First! Thank you so much for your amazing work! I actually was inspired to create my own tracker with both expenses and incomes after downloading and really liking your expense tracker 1.0. Keep up the amazing work and I hope you create many more things that help people grow!

[@debbbag]

Amazing! Thanks so much - I made these tools so everyone can learn to make their own personalised ones, getting comments like these really make my day :)

[@waneframe]

Deborah Thank you!! You have made my life so much easier!!

[@alysanemoto5719]

This was exactly what I was looking for! Thank you so much

[@joelynicol9736]

Thank you for this amazing resource!!! I have used it for over 2 years :D

[@carlgrigson824]

This is fantastic teaching for an extreme novice. Thanks!

[@federicas3808]

found this on tiktok! thank u so much!! this was really helpful 🌼🤩

[@yvonnevaruka5507]

You are fantastic - so simple and useful. THANK YOU

[@andrewmerz8580]

Thanks heaps! I have been looking for a proper way to assist me with my budget plan and this is exactly what I have been looking for.

[@EayshaScaife]

This is amazing! I definitely need to create one that also tracks debt payoff. Thanks so much for this

[@nikitaalekseyeva4533]

So much value out of this video. Thank you so much 💛

[@whitneytyler6664]

I want to express my heartfelt gratitude for your exceptional kindness and dedication. Your detailed explanations, user-friendly formulas that can be easily copied and pasted, and in-depth guidance on creating the spreadsheet have been invaluable to me. This is, without a doubt, the most remarkable spreadsheet I have ever come across! While I may not be an Excel expert, I have a basic understanding, and your video has provided immense help with the parts I struggle with. Words cannot adequately convey how appreciative I am for the time and effort you invested in creating this video. You have most certainly gained a devoted subscriber in me! Thank you sincerely for everything you have done!

[@lev9161]

I really appreciate this video! I'm so glad there are videos by people trying to help, and not just people trying to sell you their downloadable spreadsheet. This one is awesomely simple. As a total noob, I have a few questions though. - If I were to add categories, would it mess with the formulas? - Do I delete the sample-expenses and incomes so it doesn't read as a part of the budget?

[@ainnaeyo]

thank u so much for this!!!! im always so lazy to track all of my expenses and i just give up using apps in play store, but this sheet is AWESOME.. i finally motivated to track my expenses hahah

[@rebeccabee6615]

Wow! Such amazing instruction! Thank you!

[@hannahleuterio]

When i saw your tiktok i was going crazy about this one! Yaayyyy! I can finally make my own.

[@pcamacho722]

Thank You very much from Portugal!!! You are amaizing at this and make it sound so easy 🙂

[@akashpalanisamy5659]

Thank you for providing this for free in youtube !

[@hilaryratnayake1046]

Hi! Thank you so much for this tutorial! Definitely gonna be more conscious about my spendings. :') Just an idea for a future video: It'll be cool if you included a section on your savings and investments- basically anything that you can do with the money that doesn't belong to the income or expense sections. For example, after your gross savings, you have a column for say 10% of your gross savings that you put aside for investment purposes. Then another column after that with your final savings for the month/year. But don't forget the other income categories that come with this- interest, dividends, etc.

[@isadorarios2832]

Conteúdo gratuito e de qualidade, obrigada por disponibilizar. Irei utilizar para fazer meu controle de gastos pessoal, ganhou uma inscrita!!!! ❤ Brasil por aqui 🇧🇷

[@anophrinedesdeus6139]

This is so helpful. Thank you Debby

[@arc.the.sharky]

my neurodivergent brain was going brrrrrrrrrrrrrrrrrr for like 30 minutes watching this, and i mean that in the literal best way possible. i've been making my own income spreadsheets for things like summer jobs but i was trying to make a new one for income and expenses now that i'm in college but i could never make it look nice enough so i turned to youtube and im so glad i did. i was also pondering on a way to add photos of receipts but i really wasn't getting my hopes up about having that option integrated into my spreadsheet so when i got to the point where you added a question on the form for receipts, my jaw LITERALLY dropped and i went to start making my own system following along with the video. thank you so much for this omg

[@AP_EDUARDO]

I was drawing something, then i opended tiktok and you know the rest, thanks for this!

[@enjimrehim]

took me 2 days to do it but I did !!! thank you so much I love it

[@SantiYounger]

You are awesome, thank you for sharing this amazing spreadsheet with us!

[@ohmygodnat]

That was extremely informative and helpful for an excel noobie like myself. Thank you so much :-)

[@09abbiee]

Thank you so much for this! Just set mine up for this year 😊

[@mbadisheila]

Thank you very much. God knows I needed this.

[@jesterfun123]

Deborah, This was so unbelievable helpful. As a freelancer in the media world I wanted to create system to keep track of my expenses income in an automated system and your tutorial was so fun and easy to follow I had a great afternoon creating my financial system. Thank you so much! xxx

[@debbbag]

So glad to hear it! :')

[@megasobe]

Thank you very much Debs, I was giving up on tracking my expenses. Then my gf showed me your tiktok. It was amazing. I loved the function that works no matter where you put it on the dashboard. Did I say thanks? Now I'm planning on buying a coffee, but still need to find out how to do it from Brazil. kss

[@debbbag]

Glad you found it helpful!!! 🥺❤️

[@Oladipupo_]

This video is so detailed and easy to understand.Thanks so much for holding my hand through out the whole process, especially during the breakdown of the formula syntax 💀. Please what applications do you use to edit these videos, they look so good!

[@nataliaospinamelendez6023]

Thank you so much for sharing your knowledge!

[@PaulinaRmrz]

Doing this for 2021!!! Thank you so much!!!

[@mandylove987]

I was literally updating your original spreadsheet to this. Ps you're amazing. 😍😍😍

[@covaconstruction9901]

THIS IS BEAUTIFUL, THANK YOU SO MUCH

[@vishaljain5019]

Hi Deborah, Great work! Watched all the videos and enjoyed a lot. Not sure why you stopped making more videos but if possible start again as it is a great learning for many many people.

[@jaedyncarmichael9321]

Awesome tutorial, and thanks for taking the time to break everything down to the simplest level for the viewers! Keep doing your thing!

[@riccardovarone9468]

FOR EVERYONE GETTING THE ERROR MESSAGE, while copypaste the code. MAKE SURE THAT INSTEAD OF EVERY COMMA YOU PUT A SEMICOLON. MAKE SURE THAT YOU CHANGE THE WRITING "EXPENSES" WITH THE NAME OF YOUR OWN SHEET.

[@marcosmielnikowicz4560]

Riccardo Varone thanks

[@elinaihnatsiuk]

thank you so much! perfect solution!

[@litasousa77]

Thank you very much !! Something so simple ;-)

[@agneszeluna3579]

I tried this one and the thing Deb suggested, still showing #N/A... :(

[@afirstgenerationfarmer9791]

It worked i just did not use Expenses i used Expense Your the man/ women of the year your amazing

[@roshninagendra1264]

thankyou so much! This was a really well explained video, god bless!

[@savannah_mar]

Thanks so much for the help girl!! Bless!!!

[@reginaphalange4055]

thank you so much for this! i subscribed after watching this video

[@bloomvisuals6587]

THANK YOU this video was so helpful.

[@JoelManrique]

awesome.. this video just made me subscribe :) thanks for knowledge and hardwork!😍

[@JillianShelton-uu3ku]

This is amazing! Thank you so so much!

[@rema262]

YOU ARE BRILLIANT! THANK YOU SO MUCH

[@Alex-vg8of]

This is really neat! Thanks for this! Would love a version that has a list of all the accounts that I have.

[@thomashart431]

Very well explained. Thank you.

[@daimaosensei_edits]

Thank you, you are awesome. This is very helpful!

[@DuongPham-ou9qe]

Thank you so so much, it helps me a lot!!

[@nahomigarciaa]

I was having issues with the income formula but someone here said to rename it and change the Income on the formula so i changed it to "I" and the formula as well and it worked ! after that i just changed the name back to income and it kept the formula it just renamed itself thank you for the spreadsheet this will be very useful!!!!! i just wish i knew about this from the beginning of the year

[@Tatiana-ge3ub]

I just spent two whole days going though ALL of our bank and credit statements from the last 6 months to be able to get a better idea of our budgeting and pop them into this system 😅 totally worth it!

[@ChristianBjork]

This is... amaaaaaazing.

[@jeremy2967]

This helped a lot, thank you very much

[@waleedosama1630]

Well explained ! Thank you

[@treymendel]

This is really cool, you’re awesome !

[@lokeshv7575]

Thank you so much for sharing your knowledge

[@abigailfolgar5818]

Thank you so much! Soooo helpful.

[@marbeluzanndg]

Thank you so much for this!

[@ljiljankocurcic8893]

Damn, I feel like an accountant 😎 Thank you, this is very useful!

[@asdfghjkllkjhgfdsa1022]

Omg thank you!!!! This is amazing!!!!!!!!!

[@feonnaadelhi]

Thank You so nice video for helping us.

[@laurensinreich9917]

Thank you! Super helpful!

[@saiduzzamansalim7809]

Thank you for soo much ! You're too good♥️

[@HaileyKwon-jb5qv]

you are brilliant - thank you so much!!!!

[@tyeisheaconner7776]

I appreciate this so much i would love to learn more

[@marianacarrillo7935]

thank you so much, I loved the tracker and I will definitely have a better control over my personal finance this year thanks to you!!

[@christopherbuhisan8391]

Hey! This is so cool!

[@strangergranger10]

This video deserves my like and subscribe 👍💯😍

[@robbiebore4712]

excellent work!

[@NehaJaju-ok7fw]

thank you so much for this video.

[@JohnGreen-sc8kj]

Thanks Deborah I found this so valuable in Jan 2022

[@mdcoker]

Thank you so much for this

[@nishantbal9225]

this is literally a game changer thaanks a lot