How to Customise your Expense Tracker | Debbbag

Walking you through all the ways to customise your expense tracker so it's perfect for your lifestyle and needs :)
00:24 1. Change category name
02:43 2. Change category colour
04:22 3. Add category
08:22 4a. Adding income to the expense tracker form (How it works in the new template)
10:16 4b. Adding income to the expense tracker form (How to update your expense tracker to include income)
12:57 5. Change year
15:21 6. Change the country + currency
Download the Expense Tracker here: deborahho.com/productivity/ex...
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[@OliviaCoupe]

Hey everyone if you love and use this tracker like I do don't forget to buy Debb a ko-fi so creators like them can continue their hard work!

[@gabrielasoto99]

Hi! I randomly stumbled on your video on TikTok. I just spent all day today editing, updating and inputing data. I cannot tell you how happy this makes me. I am a super organized person but struggled to find a good (free) app for my finances. I am so so excited to see people like you doing stuff like this! I already read another comment saying that you could make a profit out of this and I completely agree. There would be tons of people interested plus having your youtube videos as a support would definitely make it a success. Thank you so much and continue doing what you're doing! It's great!

[@debbbag]

Thanks Gabriela you're too kind! :') I personally really don't like paying for things (haha) so that was definitely the incentive to put up the expense tracker for free, especially for people who are struggling with their finances. I honestly don't think it would've gone as far as it did if I asked for payment (even $1, or an email signup). I've honestly been so flattered by the amount of nice comments and generosity people have shown me (e.g. translating the trackers into different languages) - it makes it all worth it and motivates me to keep making cool stuff ^_^ That being said, I'm a one trick pony and the Timeblock Planner/Expense Tracker is all I have (haha).

[@alessandraerika6951]

I just spent my morning creating and customising my own tracker and OMGGGG the satisfaction of having it completed. THANK YOU SO MUCH FOR THIS!!

[@isodian]

I saw you on TikTok and was so worried, I couldn't find it again! you are amazing! thankyou for your resources!!!!

[@rhicole282]

I'm so happy with my tracker! Thank you for sharing this for free :)

[@tammytang1890]

Thank you so much Deb!! This is amazing! I just downloaded the forms and I'm excited to use this!

[@QTARUBA]

Yesssss.... adding income to tracker... Finally!!... Thank you!

[@markmoshi9801]

Thank you SO SO MUCH, Deborah! This is incredibly helpful and will help keep my life organized. You just got yourself a subscriber! Keep pumping out more content!

[@charlations]

Thank you so much for creating this!!! I already used google sheets to track my expenses, but NEVER thought of creating a form and was nowhere near as elaborate as your template!!! Sooo using this from now on instead!!!! You rock!!!

[@susie3069]

Thank you so much on not only sharing us this amazing google sheets but giving such an incredible step by step tutorials for everyone this was super easy to understand! Thank you so much for your time!!

[@ShelbyElonis]

I'm obsessed with using this tracker. Thank you!! -- Now that there is a new year coming up, I'm excited to use this tracker for the entire year!

[@Ryuomaa]

Thank you so much for this video and the template! getting my finances under control feels great as a young student

[@anakarenrodriguez7445]

Girl I used to be able to do all this conditioning and changes in formats so quick and now I gotta follow your instructions to the T because I've forgotten it all. Love your work!

[@teoissomewhere]

This tracker is amazing. I was working at one of my own when I came across yours and it is just perfect. Congrats!

[@carly3963]

Thank you so much for this!! All your videos are super helpful. I can’t wait to use it regularly :)

[@alina-ep5ej]

Thank you so much for this sheet, it is so awesome! I edited it to suit my personal budget and it is better than any paid or free app I've ever used!

[@ashleigholeary1314]

Thank you so much you're absolutely amazing and talented in creating this - and for free as well! I can't tell you how much I love it, it's honestly exactly what I needed and the amount of effort you've put in is soooo appreciated

[@rhiannaharvey5053]

This answered all my questions simply and clearly, thanks so much!

[@danielamera8746]

DEBORAH YOURE THE BEST HUMAN BEING IN THIS EARTH!! THANK YOU THANK YOUU

[@sorayavalles3575]

Just want to say thank you for sharing this with the public. i personally dont know how to use excel so this would take me probably days to create. i've been wanting to budget and track my expenses since I'm becoming more of an adult. just wanted to show you my appreciation!

[@cassidyweavers3526]

I have only just downloaded this but already feel like it will be so helpful!!! thank you so much!

[@gbasi3569]

Hi, I downloaded a bunch of trackers this week and ended up getting frustrated and deleting them all. I stumbled upon this video trying to get some help with customizing Trackers and decided to give it a try before i spend some money in order to keep track of my money and i just love it! Extra thanks for making this video to help customize the tracker! Now i have every category that i need, where i need it and nothing that i don't want. So grateful that you have something of such great value and have it available for free. I do owe you a Ko-fi!

[@ronniehooper8311]

YOU ARE AMAZING!!! Thank you for your hard work and willingness to share! God bless!

[@Migdalis]

Wow, this is amazing! Thanks so much for the template, and this vídeo it's awesome! 😍

[@brentongardiner]

This is amazing! You’re amazing! Thanks so much xx !!

[@vpscls2009]

Great video! Thank you for explaining this well.

[@velvetwendy4774]

You're an angel and so smart and thank you so so much

[@maxm5523]

OMG, your accent is music to my ears! thanks, great video!

[@debbbag]

hehe

[@psych0meitli]

Love it, thank you so much for sharing it!

[@sLoWJaMzCaSaNoVa]

Thanks for creating this! Found you on tiktok :)

[@MaiPengWen]

YOU ARE A GENIUS AND A LIFESAVER THANKYOUUU

[@flavia8869]

I found your tiktok on pinterest and it's the best that has happened to my family's finances.

[@Zarush2686]

Really great tracker, thanks!

[@henrikoch9950]

Amazing work, thanks a lot !

[@iJoshuax]

Thank you very much for this resource 💗💗💗💗💗💗

[@sarahjeangallagher]

bless you! I appreciate this so much!!!!!!

[@zoe_nerea]

You are incredible! Thanks so much

[@mishac697]

This is amazingg thank you so much!

[@FabiolaRivera]

This is literally the best thing in the world!! haha I have a questions, what can I do with my savings, should I add a column for "savings" ... I'm not very clever with financial stuff and not sure if I could add it as an expense?... or! I should do a new column next to the income column, right?? anyway THANK YOU!!! THANK YOU SO MUCH!

[@samvelking]

it would be easier if you added a new column next to Income. then add a category in the Google Form for Savings. and continue to do the same with the Google Sheet, color code, rename, etc.

[@kelvinsomba3981]

Treat it as an expense if you are someone who is employed. That way you can see how much of your salary remains after you save.

[@Oladipupo_]

Thank you so much! I actually prefer having a separate income tracker. I like knowing exactly where all my money is coming from and grouped separately like in the original design. Also, I wish you demonstrated how to make a new copy for the new year💀. I customised a bunch of stuff and really didn't want to do all that again

[@amyernst9780]

Thank you so much!!!

[@aritovi]

Great! Thx

[@MrGaunta123]

Thank you so much, I really appreciate you for sharing this. Is there a way to have automatic payments like rent for example. Thanks.

[@deemon710]

Thank you!

[@radomirbossev1300]

Quick note for entering not whole numbers. In my currency(Bulgarian lev) the number is devided with a ,(comma) and not with a .(dot). So if I want to enter a number like that it won't let me. I went in the form and changed the field format to be text and not number. So now I can enter 11,34 and in the spreadsheet it will recognize it as a number even if the formatting is done as a text in the form. Works great for now.

[@joshuamartinez7537]

Hi! Just a question, what about adding an automatic payments? Like weekly rents and subscriptions like netflix? Thank you for sharing this btw its gonna be a big help to see my expenses easily. ☺️

[@averyzinner6073]

I was wondering the same thing

[@samvelking]

i think she added a separate column for subscriptions like netflix

[@pilimuela]

woaaa thank u sm

[@lachlanlincoln6802]

thank you very much

[@carleenBOEH]

Hi! Thanks so much for this form. I´ve changed the currancy according to this video. It works in the tracker. I live in Europe and now my form glitches. The tracker displays numbers as 5,78 but the form won´t let me fill in a comma. So any new expenses I fill in the form aren't documented correctly. Do you have any idea how I can fix this?

[@prestonbruner522]

does anyone know of a way to make the rows by weeks instead of months? I tried just changing it but it didn't work.

[@connorhamlyn7052]

Amazing template, I love it!! You did such a great job. You should start charging for it! Before you do though, I gotta ask you a question. Would there be any way to divide your Income into sections? I have multiple jobs and it would be cool to see everything individually! Thanks :)

[@robertmacmillan540]

Just copy and paste the income column. Then relabel the new column the type of income, and repeat this. Then add the colours, and add the option to the form and it should do it automatically.

[@emilylucas180]

Okay, so I added new income section columns for multiple jobs. But now my problem is that I have created it in sections, but I still want a total income column. I’ve created it, but it doesn’t generate on its own like the total expenditure column does. Does anyone know how to help me with this?

[@festiefever19]

Emily Lucas lets say you've put two jobs in columns O and P and your total income is in column Q. Lets also say January is row 2. In the formula bar for January in the total column (Q), type "=SUM(O2+P2)". So, in Q2 in the formula bar, type "=SUM(O2+P2)". Substitute letters and numbers to suit what you have‼️

[@iamazalea9888]

Hope you included the savings and investment to the tracker so we can also see our overall financial position. :)

[@JamesYShih]

After adding a new category, be sure to also change the fields in the "Total Expenditures" column. In this example all the M would change to N.

[@amy21106]

Thank you for this! really helps! But also ran into another problem 😅 When I added categories to my expense chart, the doughnut chart disappeared. What do I do?

[@savagebunny1689]

Thank you so much for this! I wanted to know if there was a way to make the colors for the incoming expenses come though when it populates. Like bills show up red but I cant get my other ones, like health or subscriptions, to auto populate with a color it just shows up. I'm sorry if you have answered this question already I've watched every video multiple times but can't figure it out? If you've already address this can you please point me in the right direction if that video.

[@chelseathomas6992]

Hello! I absolutely love this and cannot wait to start using it. For some reason, though, the conditional formatting is not working on my expense tracker sheet (that imports from the form). I double checked, and all of the formatting is there, but is not appearing when I input data. Not sure how to troubleshoot this. Anyone else?

[@nastyalitvinova2784]

Thank you so so much for this!!! but i have one question left - i wanted to customize it for my mom bc she doesn't understand eng so I translated everything to my language but the data in months desn't show up anymore :( how do i program it myself?

[@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?

[@gabires]

Absolutely amazing! I'm gonna used it next year for sure. But I have one doubt: in my form, the date formate is MM, DD, YYYY. How can I change it?

[@waneframe]

Hi Debb Is there any way to have a expense tracker with the Months on top and the expenses on the left? or is there a way to invert the result? Thanks!

[@rachellouiseheal]

changing the gaaaamee

[@agnesruusmann]

Thank you for the tracker. It super cool and very helpful. I never even thought that tracking expenses can be so easy but at the same time so fun. I have a questions about the date part of the formula. Instead, starting the month from the 1st till the end, I would like to start from the middle till the middle of the next month. How can I do that?

[@alexapretzel25]

Do you have a costume action for someone with incomes and expenditures in two different currencies? Is there a formula with the current google conversion rate?

[@mariapapas8237]

Hi Deborah! Could you please do a tutorial on how to turn the 'Month' column into Date as id like to track 'daily expenses'. For example I'd like the column to read 25 July 2020

[@emmabrennan2382]

Great tracker, thanks so much for sharing! Question- how would you recommend tracking combined household spending, like if I share the tracker with my family and want to show who's spending what. Thanks again!

[@samvelking]

if each family member has their own card you can add a column with for "payment method" and add the last 4 of their card so you can see which card is spending how much.

[@joyceyu9863]

Hi, I added new categories and adjusted my data range on the bar graph but it still won't automatically add new additions from my new categories. Is this a problem with the code and how do I fix this?

[@Draega007]

Hey I was wondering if you could tell me how to zero out the budget line or is it a manual input and I can just clear each line and input my own values?

[@itsqueenfareeda]

Question: how would you be able to edit it so that you can change your currency that you are paid in (ie if you get paid from different jobs in more than one currency)

[@alexgrolleman1303]

Love this! I have a question though..can you think of a smart way to track, if you are two people, who paid for what. Me and my partner use a sheet to track costs for the month and then by the end of the month we split the costs. Our set up is not as nearly as nice as this would be amazing to use this somehow.

[@samvelking]

if youre using 2 different cards you can create a new question. I used the last 4 of the card to distinguish between the two. If youre using the SAME card you can create a new question with just your names as multiple choice selections then you'll have to create a new column in the sheet.

[@carmenglez1311]

Excuse me miss, I'm trying to change it but the comand you put on your 'monthly expenses' the one with the sum.ifs doesn't work for me (could it be because i had to change the language?), and i don't understand the command to change it. Could somebody help me? I literally put the same but i doesn't work

[@strawberrypulp.]

I think you made this vid right after i got your Google sheet (Thanks btw 😊) and I don’t use GSheets so I had to figure out literally everything in this video as I edited it to my needs 😂 Welp now I know how to use Gsheets 🤷🏽‍♀️

[@strawberrypulp.]

I didn’t know you could just copy past the formula and have it automatically apply to the correct column so i analyzed the formula for what changes in the columns then copy pasted then manually changed for the values for the income column (it was only like two things but could have taken me less long 😭🤦🏾‍♀️)

[@debbbag]

When I made this tutorial I completely forgot how the formula worked so I had to relearn it again haha - I'm always learning on the go and definitely not an expert :') Glad you figured it out!

[@strawberrypulp.]

Deborah Ho Yeah it was simple and quick to learn/figure out XD but I’m glad you made this video because even thought I did it without knowing what the formula meant I still wanted to know lol

[@sydneyyjean]

Is there a way to add 2 income tabs? I am trying to keep my wages vs my tips separate. I am finding when I try to add the second it’s deducting as if it’s an expense rather than adding as if it’s income. Thanks!! 😊

[@carriebrungardt2452]

Hi! Love the template and thank you for making it available to everyone! Is there a way to create a pie graph like the one you have at the bottom right for each month? Instead of one for the whole year. Thanks!

[@samvelking]

Here's what i did. select the entire row for the month you want AND the entire row for the categories at the top (B1-P1) then Insert>Chart>Pie Chart. You'll have to change the colors to match your categories then you can rename it "september 2020" or whatever you want. It should also auto update whenever you add a new expense

[@doritravel]

Hi, thank you so much! Why not delete expense tracker 1.0? I cannot get the "form" for Expense Tracker 2.0.... how do I do that? I tried and it didn't delete... does anyone know? Thank you, again, Deborah!

[@waeldassouki1432]

Hey Deborah, I love your videos. I have a question, hopefully you can answer it. There is something that has been happening to me, I had to delete an expense on my excel sheet and google form, and when I added the correct one, it just jumped down 2 cells on the sheet, how can I fix this problem?

[@shash9716]

How do you get the calendar symbol when entering purchase date? I don't have it

[@MrGaunta123]

Hi, and thanks very much. Does anyone kmow how to change the values from $ to Kms(kilometers). Thank you kindly.

[@aislinnmccourt7304]

Hi I added a new category, but when I add things to the category on the google form they are not recorded in the expense sheet

[@scottturner7803]

what would be the best way to add current account amounts? (Savings, checkings, roth, etc..)

[@veronikamackova1758]

Hey Deb! Thanks a lot for this, helped me a lot! I was just wondering if there is a possibility to add an income row into the yearly breakdown graph?

[@veronikamackova1758]

I am also thinking of creating a category graph for each month

[@EggplantDwarf]

Would I add my debts the same as I would add the income?

[@jekomedia]

I know this is kind of an old video. But how do I deal with buying on Credit card, and then paying credit card bill? If I buy 500 worth of groceries on credit, and then pay 400 dollars to my credit card under the bills column then it pings my monthly budget for 900$, but that isn't what I spent. I don't necessarily need to track my credit card balance though.

[@Schloooop]

For some reason my my expenses are coming up in January 2021 row when they should be coming up in December 2020?

[@hmmfuck9380]

Hi! Can you (or somebody else) help me? I can't see the income I just added in my monthly expenses because I can't write the date correctly, for me it writes in YYYY.MM.DD format. If I try to delete and rewrite it when I press the enter it changes back. Can it be because I changed the country to Hungary? (We write the dates in YYYY.MM.DD) How could I write it correctly?

[@xallyislas3779]

Hello! I have done what you show in this video to change my currency to Mexican pesos. However, the currency keeps showing Euros. What can I do?

[@amyirbybooks]

I downloaded your expense tracker last week and it is so great! I think it will be really helpful for my personal and business finances. I do have a question. I edited my first, red column to be “rent/utilities”. I have edited other columns and had no issues. However for some reason the expenses I am inputting into this column are not registering. Can you make suggests for how to fix this? Thank you so much!

[@samvelking]

did you change the category label under the Google Forms to "rent/utilities" as well? it wont track unless you change both

[@lwrocks7286]

Did anybody have any trouble with the expenses showing up in the tracker after switching the country + currency? I switched mine from USD to EUR and when I put in the expenses it shows up on the expense tab on the spreadsheet but not in the actual tracker.

[@maylag]

Hiii! Any idea why when adding a new amount it appears red, but only in the "Weekly Overview". I have no idea why as my weekly budget is greater than the amount spent! 🤔

[@juandanieldp]

Wish there could be a way to prefill the form's date with today's date. Anyway to do that. PS: You a literally going to save my life with both tools.

[@xFrenzy47x]

Sort of, make the purchase date not required. So you can save without it and then in the Monthly Expenses tab update the formulas so that wherever it uses Purchase Date, it instead uses the Timestamp column. Alternatively, you can be really fancy and instead have it check the Purchase date column if the column is blank it'll use the timestamp, else it will use the Purchase Date. For times when you forgot to add it to the specific date.

[@mollyjones1729]

Could anyone tell me how I can adjust the week.month intervals to match my fortnightly pay cycles instead of just Jan/Feb etc (would rather block it with my pay i.e. 10th Jan - 24th Jan, 24th Jan - 18th feb etc)

[@bridgetfay8740]

If anyone else wasnt having the expences they put in show up on the monthly page like I was I fixed it by changing it do it had the full 2020 year instead of just putting in 20 like I had been. I realise now it literally says to put the full year but just in case anyone else was here trying to troubleshoot wanted to help out

[@maoribbw]

Hi, has anyone had any luck with updated the Expense Tracker 2.0 Version? I tried and it seems to mess the Graphs up

[@TheDonOre]

Hello! Such an amazing tool! one question, could you show us how to set as default the current date on the form? and make the date field optional in case we want to use it and add a date different than the current?

[@debbbag]

I'm not too sure if Google allows current date to be set automatically, you have to select it from the window... However to make the date field optional all you gotta do is just untick the "required" toggle when you set up your question in the form :) You can do that with any of the questions.

[@lluierinojales4722]

hi love this. quick question how do you change the monthly budget?

[@debbbag]

Just click on the cell and type your budget :)

[@emmasachot5069]

Hi ! I'm in France and here numbers with decimal are wrote 3,15 for exemple and not 3.15 so when I do write 3,15 in the form my answer is not accepted but when i write 3.15 it's accepted in the form but not in the sheet because the format is in euro so with a comma and not a point. Could you help me ? thank you so much by the way, this expense tracker is gonna change my life ;) ;)

[@mirtehelena5175]

Yes same problem here! How to change the country settings of a form...

[@mirtehelena5175]

OK so (temporary) fix: go to the Form, edit the question "Amount", and remove the requirement that it has to be a number. You can now input an amount the sheet will accept.

[@ruioliveira5561]

@@mirtehelena5175 I tried something that I think it works permanently. Go to the Expense Tracker Form, on editor mode, go to the questions and switch the "Amount" question from 'short answer' into 'paragraph', then you'll be able to write with a comma instead of a dot. It worked for me, I already tried to add a bunch of entries and they are all connecting well with the spreadsheet.

[@WadeCoeTwelve]

Is there a way to auto fill the purchase date with the current date when you open it up?

[@xFrenzy47x]

Sort of, make the purchase date not required. So you can save without it and then in the Monthly Expenses tab update the formulas so that wherever it uses Purchase Date, it instead uses the Timestamp column. Alternatively, you can be really fancy and instead have it check the Purchase date column if the column is blank it'll use the timestamp, else it will use the Purchase Date. For times when you forgot to add it to the specific date.

[@samvelking]

i was wondering the same thing so heres what i found. Theres no auto fill button if youre using it on an iphone. but if youre adding your expenses from a desktop, if you click the calendar button theres a small blue link that says "Today" that'll auto fill the date to TODAYS date. i havent been able to find anything else.

[@suvn89]

How do I get the starting day of the week to be Sunday instead of Monday?

[@inesmendes6198]

Hi Deb! I trying to get my finances together and your form showed up at the perfect time. I’ve been costumizing it, but since inserted the first expense, the monthly budget put 100€ in all categories.. how do I change that or can I erase it without messing with the formulas? Thank you so much!

[@festiefever19]

Easy fix love! You get to change the monthly budgets to whatever value you need! It won't mess with any formulas at all!

[@nastyalitvinova2784]

thank for this!! one question - how do I change the language without loosing the formulas??

[@debbbag]

You can change your country - which I've outlined in the video :)

[@nathalienguyen3251]

I don't understand I did a copy but whenever I would add something but nothing happens...? It's like both sheets aren't linked. Can you help me?