Simple way to track your personal finances and budget in Google Sheets & Excel

  Рет қаралды 84,839

CPA Explains

CPA Explains

3 жыл бұрын

2:05 How to track finances in excel/Google Sheets
10:13 Create this spreadsheet from scratch.

Пікірлер: 96
@laurentyson
@laurentyson 2 жыл бұрын
Nothing simple about this.
@bellabethany9
@bellabethany9 3 жыл бұрын
What do you do when your expenses on the left hand side have gotten way too long? Do you copy the spreadsheet into a new tab and start fresh?
@sris0451
@sris0451 Жыл бұрын
i liked many things about this video but you lost me when you said Paycheck is Debit, when i get salary the bank message says "money credited to your acccount" and not Debited
@colleennorris8402
@colleennorris8402
The sumifs formula did not work on my test sheet I followed exactly your formula.
@monojit6820
@monojit6820 21 күн бұрын
I have a question, when you do a credit card payment the cash flow of credit and debit for category cc payment cancels out the amount. so, how do we show that in expense category for each month?
@Canoejerry
@Canoejerry
Extra little trick, you can use =TEXT(B4,"mmmm") so the month is automatically selected from the date for you. This is a great SIMPLE video for most of us though, thank you for taking the time.
@TucsonArizona
@TucsonArizona 3 жыл бұрын
Great content here! We use Excel right now for our budgeting and goals finance sheets, but we are slowly making the transition to google spreadsheets. I appreciate you showing the two. I also appreciate your insight that you are a little hesitant having personal finance info on an app; I never thought of it like that but it makes sense to use the spreadsheet instead of the app. Keep this important content coming! Subscriber #533 here!
@tonedog5356
@tonedog5356 3 жыл бұрын
Do you offer services?
@simarryto
@simarryto
salaries or income supposed to be Debit right? sorry I'm just new with accounting haha
@IsabelJanice
@IsabelJanice 3 жыл бұрын
hi, thanks for this. but for some reason the sumifs formula doesnt work for me. its does not populate the other cells even though i locked the cell. do you have any idea why?
@mistydavis4746
@mistydavis4746 2 жыл бұрын
I like your opening: "What gets measured, gets improved." That is so true!!! Your Finance/Budget sheet is super clean and tidy. I've been working with Excel, and it has made a huge difference. I just found your video and subscribed to your channel. I followed your video to create a sheet and it worked perfectly!
@eddiecenteno8
@eddiecenteno8
This is exactly what I'm looking for. Thank you, now I just have to follow how you set this up.
@DataAnalytics2486
@DataAnalytics2486 2 жыл бұрын
you are my hero!!! no joke - I didn't know how to track my budgets before and you saved my life!!!
@johnschulte5820
@johnschulte5820
Thank you so much! I loved how you showed your formulas so it was so easy.
@bengleason9664
@bengleason9664 Жыл бұрын
This is amazing. Building this step by step is incredibly helpful thank you!
@tylerharris3266
@tylerharris3266 2 жыл бұрын
By far the best video I have seen on this yet! keep up the good work
@MrWanenglee
@MrWanenglee 3 жыл бұрын
Simple and easy to understand and follow. Superb.
@spectrumstudios4941
@spectrumstudios4941 2 жыл бұрын
Finally I found really helpful tutorial. Thank you for your work!
@brittanynoltimier
@brittanynoltimier
Super helpful! Thank you, I followed all the steps and looking forward to better financial understanding.
@kimcaballero_
@kimcaballero_ Жыл бұрын
This video is so helping and so easy to follow. Thank you so much!!
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