📊 How to Track Expenses & Investments in Google Sheets 2021 / Easy Step-by-Step Spreadsheet Tutorial

📊 Spreadsheet Everything! → shp.ee/2iu52yq
💡 Invest in yourself! Sign-up to datacamp with my link and check out the first chapter of any course for FREE: bit.ly/2Nu90Qs
This is a step-by-step tutorial on how to make a basic personal finance dashboard with Google Sheets! We'll be making a cashflow tracker, a fund investment tracker, and a Pag-IBIG MP2 investment tracker. All of these trackers will be linked to a main sheet to create a simple dashboard. If you haven't used spreadsheets before, don't worry! We're only going to use simple formulas, so it shouldn't be too hard to follow along.
I personally use spreadsheets to track my cashflow and my investments. I've tried a lot of budgeting apps in the past, but none of them really fit my needs. Because of it's customizability, I love Google Sheets!
This is an update to the previous video where I showed you how to make an expense tracker with Google Sheets, which you can watch here: • How to track your expe...
We've reached 4,000 likes! 🥳
Here's the link to the template as promised: bit.ly/NicoleFinanceSheet-2
✅WHAT TO WATCH NEXT
➜ 🤑 Best High Interest Savings Account Philippines: • 🤑 Best High Interest S...
➜ How I Manage My Finances in My 20's: • How I Manage My Financ...
➜ 📈 What I Invest in as a 20-year-old College Student: • 📈 What I Invest in as ...
➜ What to do with (your future) ₱100,000: • What to do with (your ...
➜ Why I Invest in Crypto: • Why I Invest in Crypto...
➜ Personal Finance 101: • 🤑 Personal Finance 101
💵 FREE CASH FOR YOU
➜ Shopback: Get cashback when you shop and PHP100 when you sign up with my link bit.ly/nicoleshopback
➜ GCash: Get PHP 70 worth of freebies when you sign up at bit.ly/2ZyrLWy and verify your account
➜ PayMaya: Get Php100 when enter 2Y817PZMN84O as invite code or sign up at bit.ly/2ZzVjTs and verify your account
💳 Apply for Citibank Credit Cards
Simplicity+: bit.ly/3jWv6FQ
Cash Back: bit.ly/3mMmFyH
Rewards: bit.ly/3mNSB5J
Prestige: bit.ly/2TRy83G
PremiereMiles: bit.ly/34Sl2cs
🍞Join our Discord Server: bit.ly/371S1uX
👍Facebook Page: / alba.nicoleee
☕Buy me a coffee: ko-fi.com/albanicoleee
🚀Subcount: 101,375
🕰TIMESTAMPS:
00:00 Intro
00:55 Sponsor Mention: Datacamp
01:51 Basic Spreadsheet Skills to Learn
06:09 Updated Cashflow Sheet Tutorial (Expense Tracker)
10:18 Cashflow Sheet Demo
11:10 Investment Fund Tracker Tutorial
15:50 Pag-IBIG MP2 Investment Tracker
18:53 Personal Finance Overview Dashboard
Send this video to your homies so you guys can benefit from managing your finances together! SUBSCRIBE for more videos like this! I post one video a week and I talk about personal finance, self-development, or anything I learn or experience throughout my life as a 20-year-old.
--
🤝 Where to reach me
➜ IG: @alba.nicoleee
➜ Email: [e-mail]
--
How to Track Expenses & Investments in Google Sheets 2021 / Easy Step-by-Step Spreadsheet Tutorial
how to track expenses in google sheets 2021 / expense tracker google sheets / investment tracker google sheets / money management for beginners / manage money student / manage money for free / free budgeting apps / how to manage your money with excel / personal finance for beginners / personal finance with google spreadsheet
FTC: This video was sponsored by Datacamp

[@NicoleAlbaYT]

Happy Saturday BreadFam! You guys have been requesting for an updated spreadsheet tutorial for so long (sorry for the delay haha). I made this video for absolute beginners, so hopefully you guys will find this easy to follow 😄📊 Sorry for my voice because I felt a bit sick while filming this video 😅 Let me know if you have questions in the comments below! 😁 💡 Invest in yourself! Sign-up to datacamp with my link and check out the first chapter of any course for FREE: bit.ly/2Nu90Qs

[@NicoleAlbaYT]

ALSO THANKS FOR 100K GUYS!! Let's celebrate this milestone in another video 😄🌟🍞

[@marnica490]

Great video!

[@musingsbyjasmine]

Waaaaaaaaaah may bago na! Time for an update ahahahaa

[@andibb7]

hi nicole!! um, how and/or where did u get the report for the dividend you received for your mp2 investments per year? thank u for this!!!

[@gbldndiaries]

Waaaaa where's the template? Huhu

[@ejhaboc6862]

I am 29, and I just started watching your videos. Youre such a blessing! I kinda regret and hoped that I started the things you do when I was your age. Oh well, everyone has their on starting points and pace on the road to success.

[@james_rvd]

Now this answers the question that I was about to ask you as to how you track Credit Card expenses! Big help! Thanks!

[@dpNiimopd]

this was beyond helpful. ill be watching this 30 more times thank you so much for your time and knowledge!

[@nagarjuns9770]

Hey Nicole. Your video really helped in making a simple yet effective tracker. I was looking to add date selection, rather than typing in and found out that is possible. Hence adding below for the benefit of others. Select the particular column and do the below operation. Data menu > Data validation -> Choose ‘Date’ and ‘is valid date’ and you are set to go :)

[@deebrecia8928]

Congrats Nicole for the 100k+ subscribers!!! Breadfam getting huge! Keep inspiring humans! :)

[@marysmith1741]

Best recommendation to clone___.281 on Instagram..

[@nori.noodle]

Finally updated my spreadsheet today! Had the format you gave us few months ago. Using it made me feel like I’m a pro at managing my finances already 😂 (although the sheet just slapped me with the fact that most of my expenses go to unnecessary midnight snacks 🥲) thank you, Nicole! And congratulations for reaching 100k subs! All my love to you and bread fam! 🍞💓

[@digitalassetnews1659]

Start up with 1k and earn profits of 10k....

[@lifewiththedulays1455]

Thank youuu for sharing the template! It’s been 3 days since I watched one of your vlog, then now I’m binge watching. Learning so much from you! 🥰

[@iJohnny13]

I just have to say. I like how you show example from the simplest form possible. I have tried to watch a lot of KZbin videos to make an easy and simple cash flow tracker. I will start to watch all you videos moving forward.

[@cakeydacake]

Bruh, I've been looking for a nice format for my income, spending spreadsheet and this is it. Thank you!!!

[@michiunnie9673]

Super thanks po! I just finished making my personal cash flow tracker, and now that I kind of know how to use google sheet, I'm going to try applying it to where I work. Haha, thank you so much!!

[@johnkeithmarzo5776]

Great content! This video is a good start so that more people could practice tracking their finances.

[@riesordilla]

I've been binge watching your finance vids. Such a huge help.. thank youuu 😘

[@alphonsogee]

Hello Nicole! I just wanted to say thanks for this easy budget that gives me a layout for bank accounts and credit cards. I spent hours and weeks building different budgets here on KZbin, but just to realize that it wasn't working for me. By then, I'm getting really aggravated and was about to give up and try sometime later. I just happened to come across your video and decided I would give it a try. To my surprise, it was what I had been looking for. I have been using it for about a month and a half now and really loving it. I had not been very familiar with google sheets/excel, so it took me sometime to get it together because you move and talk pretty fast, lol! But thank you so much for sharing!

[@baemax7587]

thank you so much for this Nicole. very easy to understand. I've been watching your vids one by one. looking forward to learn more

[@denhafiz1860]

Hey Nicole, just want to let you know that this video (and your other videos) helps me a lot. Thank you. Your videos rocks \m/.

[@tomthethird]

I stumbled upon your videos lately. Kala ko organized na yung trackers ko, dami ko palang dapat iimprove. Naalala ko tuloy yung mga investments kong inaalikabok na. Thank you sa video contents like this.

[@jelinebuenviaje5437]

Nicole, this video is very helpful. I really hate numbers but with this, it makes my life easier. HAHA! I started tracking my expenses/savings/investments this year. Keep inspiring people!! 😄😄

[@alrichmarkcalpe7748]

Isa ako sa mga subscribers mo ate since last year! Keep up po. I was able to be organized and was able to save money and track my expenses thru the help of your vidssss

[@justinesargento6882]

Thank you bringer of breads and the alarm clock of the financially asleep! will apply this next quarter as I have already done your previous vid's spreadsheet :> hoping to add mp2 to my portfolio in the near future

[@NegosyoManila]

one of my fave vloggers! Browsing your video is like reading a good book! I have benefited a lot! Thank you for your hard work!🥰 Your channel is great. I'll never get used to saying it is worthy of a million likes! Fully watched! 🎯💝

[@sheeenaaaa]

Yeyyy thank you for this nicole! Big help tong spreadsheet format/template. I use a mobile app to monitor my expenses kaso minsan nalilito ako hahahaha this one is easier to understand and kita agad lahat. Love it! PS. Yung nagdislike ng video ni nicole di marunong magexcel. Charot hahahaha

[@ferdinandfailano405]

Why do I find you sooo inspiring? I found one of your videos while browsing for investment ideas and boom! just like that I'm hooked. (SPREADSHEET EVERYTHING!!) I am near 30 now and I just made my first financial spreadsheet. I watched most of your videos and I found the 1000 subs vid and deeym, that IMAGINATION thing, its not cringe at all. It was inspiring! Brilliant! And looking at where you are now? (103k subs) I can't wait to see you make your first MIL! Thanks for pushing me take action!

[@NicoleAlbaYT]

Haha omg you watched my 1k video pala 😄 Thank you for your kind words 🥺❤️🍞

[@rawiyacuna8730]

Thank You! Thank You! Thank You! sooo much for this track.. i might be late on this but this will help me track my finances (including debt) more power to you and your channel

[@franzedgarpena3916]

Finally made my own expense tracker! Thank you so much Miss Nicole and God bless! Many financial advise and tips to come 🍞😁

[@faithcarencastro5988]

Thanks for this. I'm 10 yrs your senior but I am really learning more from you. :)

[@adamstokes3436]

Thank you a lot ♥️

[@jmrtin]

Oh btw, congrats for more than 100k subscribers. 👏🏻👍❤

[@lesliejugno7187]

Thank you, Nicole! I am using this to track my finances. 😊 I prefer using this than using apps. I put it in my G. Drive so I can update it even in my phone.

[@beata8337]

Thank you Nicole Alba for existing!!!!!!!!!

[@evanparcon]

I need an entire weekend for this. LOL! Thank you very helpful!

[@aedruin5604]

Some quick tips for spreadsheet: 1) If you hate seeing Div/0!(15:10) since the formula divides with a zero, you can input this [=if(H16="","",J16/H16-1)]; it shall remove the error value and into a blank cell. 2) During 19:20, you can dropdown or drag down(the thingy with a crosshair) "Fund 1" or cell C7 to create succeeding funds or Fund 2, Fund 3, etc. You can do this with any text that involves "text + 1,2,3"(ex. Fund 1, Account#1) I'm still learning more spreadsheet so yeah. I hope this help!

[@nikhilraheja6625]

Hi Nicole, I absolutely love your videos! Quick helpful tip: for the last price cells, you can use the GOOGLEFINANCE function so that the price is constantly updated for you!!

[@nikhilraheja6625]

@@leilegion hmm yikes, I don't think you can without maybe some extra steps

[@rosefenmaeaquino8236]

AMAZING! This is perfect for absolute beginners! OMG!!! I am learningggg. whoooo! Thank you Nicole

[@larkdavis5730]

T͜͡ h͜͡ a͜͡ n͜͡ k͜͡ s͜͡ f͜͡ o͜͡ r͜͡ s͜͡ h͜͡ a͜͡ r͜͡ i͜͡ n͜͡ g͜͡ y͜͡ o͜͡ u͜͡ r͜͡ c͜͡ o͜͡ m͜͡ m͜͡ e͜͡ n͜͡ t͜͡ s͜͡ M͜͡ a͜͡ k͜͡ e͜͡ a͜͡ n͜͡ o͜͡ t͜͡ e͜͡ t͜͡ o͜͡ m͜͡ y͜͡ t͜͡ r͜͡ u͜͡ s͜͡ t͜͡ e͜͡ d͜͡ t͜͡ r͜͡ a͜͡ d͜͡ e͜͡ r͜͡ ,͜͡ Christopher Andrew Williams t͜͡ o͜͡ h͜͡ e͜͡ l͜͡ p͜͡ y͜͡ o͜͡ u͜͡ m͜͡ a͜͡ k͜͡ e͜͡ m͜͡ o͜͡ r͜͡ e͜͡ p͜͡ r͜͡ o͜͡ f͜͡ i͜͡ t͜͡ s͜͡ i͜͡ n͜͡ C͜͡ r͜͡ y͜͡ p͜͡ t͜͡ o͜͡ w͜͡ h͜͡ a͜͡ t͜͡ a͜͡ p͜͡ p͜͡ +͜͡ 4 -͜͡ 4 -͜͡ 7 -͜͡ 4 -͜͡ 1 -͜͡ 8 -͜͡ 3 -͜͡ 4 -͜͡ 4 -͜͡ 9 (7) (3)_ H͜͡ is s͜͡ t͜͡ r͜͡ a͜͡ t͜͡ e͜͡ g͜͡ i͜͡ e͜͡ s͜͡ a͜͡ r͜͡ e͜͡ t͜͡ o͜͡ p͜͡ n͜͡ o͜͡ t͜͡ c͜͡ h͜͡ .͜͡ .͜͡..

[@ThePeesj]

Good job Nicole! And thanks! Keep it up!

[@rawrin5888]

Thanks for this Nicole! I'm trying to be a more financially responsible adult and seeing where my money goes is a huge wake up call. I'm also applying for a cc and this seems like a good way for me to keep my eye on how much I'm spending and not just swiping left and right without thinking about the consequences.

[@1608SkyWalker]

Super easy to follow your steps. You make my Google sheet look like a pro.

[@ardizaclarencev.2641]

Thank you Nicole for your effort. Sobrang nakatulong :)

[@AnjelaEra]

Yay finallyyy ✨✨✨ Thank you, Nicole!

[@Tausug101]

I learned alot about excel in this short intro than all the years I explores ms excel. Lol. Thankz!

[@keitoinjapan]

I like your videos so much! Informative, concise, tapos fun pa panuorin. ❤️

[@irishconstantino215]

I love you... you helped me so much with finances. Continue the good work. 😚

[@princesslantaca979]

Thank you for sharing your knowledge! this is pretty helpful for me to track my financial☺️💙

[@emmanuelnavarez3211]

Thank You again Ms. Nicole for a helpful tutorial God Bless you.

[@Angelopisci]

You've earned my subscription. Congrats for the video, amazing piece of content!

[@chandrapark120]

Thanks so much! I'm more than challenged to put something on my own spreadsheet than nothing. Savings is highlighted the most. 😁

[@dorothyjoyromanban1453]

THANK YOUUUUU!!!❤️ Super dupeer helpful!, FINALLY!!!!

[@frederickandal09]

Thank you for this!! Super effective nito at mas madali at mas maganda compare sa mga natry kong applications dati! Try nyo na yung google sheet guys! Pwede din maglagay ng calendar sa data validation para double click nalang then select date. HOPING FOR MORE VIDEOS ABOUT PERSONAL FINANCE, THANK YOUU! -curently a 2nd year student

[@abbyexplorer9715]

Thank you Nicole! This is helpful to us. ❤️

[@vagatweeIvy]

Thank you nicole. I usually do not keep track with my finances and then ask myself kung saan napunta ang pera ko. haha. But I was really inspired with your videos and so I tried doing this. It makes me feel more "responsible" HAHA. It's really helpful.

[@marysmith1741]

Best recommendation to clone___.281 on Instagram..

[@njruleda6064]

This is so helpful! Thank you Nicole. New subscriber here - so glad I found your channel. ❤

[@nicolasfaith6691]

You are welcome.

[@nicolasfaith6691]

+1 (7 2 4 ) 6 1 7 - 2 0 6 1

[@chanhuangsuan3697]

Hi Nicole, really glad that you are sharing how you setup your trackers! I love it a lot and I'm using your format. I am using a google sheet function to automate the 'Last Price' column. Function name: GOOGLEFINANCE( ) It automatically gets the price of the stock, specifically for US stock from Google Finance. This removes the need to key In the current values manually in the 'Last Price' columns.

[@margiedinaguit7266]

Spreadsheet is life.. thanks Nicole for the idea been wanting to improve my finance tracking spreadsheet

[@joakimhyland9494]

Thanks for commenting. Feel free to write a professionel

[@joakimhyland9494]

I can't give out her personal information here without consulting her first.

[@margarettejulienecadapan4849]

THANK YOU SHARING THIS I WAS ABLE TO TRACK MY EXPENSES AND MANAGE HOW TO SPEND MY EARNING GREAT CONTENT NEW FAN HERE

[@Rotkop]

Love this video, thank you so much for this. Do you have any recommendations of what to do if you're dealing with different currencies? (Investment accounts abroad etc.)

[@justinegarcia966]

Super siksik sa info. Thank you so much. This really inspires me spreadsheet everything. and I already started too. :D

[@jher8155]

Thank you for this, I used to not really keep track on my money but now I copied your tracker and I'm really inspired to start investing. I thought It might be "hassle" because you record every cent you gain or spend and takes my time but I didn't know it's fun and really helps with my self discipline and learn more about my behavior on how I spend my money. Super thumbs up for this, If only I can like the video for more than 1 time I'll do it. Looking forward for your future videos.

[@mailynjimenez2676]

This is great !!! thank you for teaching us :)

[@glydelgorgeous101]

Thank you Nicole! this is very helpful! :D

[@aeronasejo3691]

Okay, lahat yan ginawa ko rin HAHAHAHAH Salamat Nicole! Big Help! More Videos please

[@vee_cobacha]

Thank you for sharing this nicole it's really helpful.

[@francesbalancar9283]

Really appreciate this! Thanks!

[@prati009]

Thank you Nicole ... Your content is really useful

[@hannahbacud7726]

I'm addicted in using excel for everything so when I saw your video I immediately made my own ☺️☺️☺️

[@balajadiaaxlloi2241]

Thanks for this ate Nicole This id is a great help especially to students like me ❤️

[@betsyluntao4787]

Thank you as always for sharing these easy, helpful tools for managing money and investments!

[@themoon9424]

[phone]

[@themoon9424]

Wh//zapp

[@thegirlykid]

Thanks for this, Nicole!!! I'm currently doing my own!!

[@sphjk27]

Amazing video! Thanks so much :)

[@leecruz6781]

This is my favorite financy video so far 😁

[@joakimhyland9494]

Thanks for commenting. Feel free to write a professionel

[@joakimhyland9494]

I can't give out her personal information here without consulting her first.

[@moniquebiron7770]

Thank you for this, totally a life saver. 🥰

[@kclugnasin7322]

learning so much thank you for new learnings

[@dwierd]

You can also "semi" automate the entries using Google forms 🙂. Then create a browser shortcut of the form on your phone so it's handy.

[@thebestofmae]

Can you share more about this? This is really interesting!

[@kathrinavilledo5799]

Ff

[@nadya2858]

woah.. thank you for the idea

[@dandelmarperez235]

Wow great content!! My new favorite.

[@achilles315174]

You are amazing thanks for all of these...stuffs

[@_froschy]

Grabe I’ve been away for a few months lang pero 100k subs na?! Congrats, Nicole! ❤️

[@joakimhyland9494]

Thanks for commenting. Feel free to write a professionel

[@joakimhyland9494]

I can't give out her personal information here without consulting her first.

[@edelynbernadettevizcarra6498]

Thanks Nicole 😊 this is what I really need yeeyy

[@elsewherebruh]

You're my first favorite vlogger Nicole! Congratulations on your 100k subs!🍞🌟 Thank you for teaching and inspiring both gen Zs and millennials about financial literacy and self-development💪

[@NicoleAlbaYT]

YAY HIHI THANK YOu!! That means a lot to me 😄 More sharing of knowledge the better 😄🌟🍞

[@iyanreasonda1879]

The one we’ve all been waiting for 💕🙌

[@nicolepalmos6029]

congrats on 100k subs omg!!!

[@martinsantos3781]

Galing! Thank you

[@MinhNguyen-hl4ye]

"Financy" favorite word now

[@kezialion]

Just saw that you have merch! Everything is so cute!

[@larkdavis5730]

T͜͡ h͜͡ a͜͡ n͜͡ k͜͡ s͜͡ f͜͡ o͜͡ r͜͡ s͜͡ h͜͡ a͜͡ r͜͡ i͜͡ n͜͡ g͜͡ y͜͡ o͜͡ u͜͡ r͜͡ c͜͡ o͜͡ m͜͡ m͜͡ e͜͡ n͜͡ t͜͡ s͜͡ M͜͡ a͜͡ k͜͡ e͜͡ a͜͡ n͜͡ o͜͡ t͜͡ e͜͡ t͜͡ o͜͡ m͜͡ y͜͡ t͜͡ r͜͡ u͜͡ s͜͡ t͜͡ e͜͡ d͜͡ t͜͡ r͜͡ a͜͡ d͜͡ e͜͡ r͜͡ ,͜͡ Christopher Andrew Williams t͜͡ o͜͡ h͜͡ e͜͡ l͜͡ p͜͡ y͜͡ o͜͡ u͜͡ m͜͡ a͜͡ k͜͡ e͜͡ m͜͡ o͜͡ r͜͡ e͜͡ p͜͡ r͜͡ o͜͡ f͜͡ i͜͡ t͜͡ s͜͡ i͜͡ n͜͡ C͜͡ r͜͡ y͜͡ p͜͡ t͜͡ o͜͡ w͜͡ h͜͡ a͜͡ t͜͡ a͜͡ p͜͡ p͜͡ +͜͡ 4 -͜͡ 4 -͜͡ 7 -͜͡ 4 -͜͡ 1 -͜͡ 8 -͜͡ 3 -͜͡ 4 -͜͡ 4 -͜͡ 9 (7) (3)_ H͜͡ is s͜͡ t͜͡ r͜͡ a͜͡ t͜͡ e͜͡ g͜͡ i͜͡ e͜͡ s͜͡ a͜͡ r͜͡ e͜͡ t͜͡ o͜͡ p͜͡ n͜͡ o͜͡ t͜͡ c͜͡ h͜͡ .͜͡ .͜͡..

[@NavigatingLifeWithJoanna]

new subscriber here! Thanks for this, Nicole!

[@GracefoolReacts]

New subscriber here!!! Very informative!

[@sonirenzshiekagatus3824]

Maraming salamat po. Ang genius mo.

[@anjmnuel_x7310]

Thank you for this!

[@stevenramos8464]

Finally! wow been waiting for this! you da bread!

[@gavandiciaapparel2354]

Hello Nicole! Hope you could also give some tips on how to do excel for small business? Like with inventory and sales. Thanks!

[@leiii9436]

Thanks for this 🌻

[@johndavedomingo7122]

Helpful. Thanks!

[@DadP0d]

Thank you Ate Nics!

[@MCKevinGermono]

Thanks for sharing!

[@danielleruthhipolito5781]

i can update my previous spreadsheet now (that i also got from u 🥺) thank you!!!

[@sarahjiiens]

Registered to SeedIn, created 2 MP2 savings, and made my own finance spreadsheet! 😂 Naka-graduate na ako sa panonood nang panonood lang ng videos mo since last year! Hahahahaha! Finally took action!!!! Salamat sa walang sawang paalala, narindi na ako sa reminder mo. 😂

[@joakimhyland9494]

Thanks for commenting. Feel free to write a professionel

[@joakimhyland9494]

I can't give out her personal information here without consulting her first.

[@siddharthvaish1889]

Thank you so much.

[@rusticogr3101]

“Finance Sheet 2.0” NICE 👍

[@thebookishcate]

It's okaay~ the wait was worth it for this video 😃

[@mil35iamMil0]

Great thanks!

[@kvardn]

Very informative!

[@Cheesetrainrhythm272]

Thank you for teaching me

[@jessag.1131]

Super Appreciated the tracking Information 💖

[@themoon9424]

[phone]

[@themoon9424]

Wh//zapp