The Best Monthly Budget Tracker In Google Sheets

How To Make The Best Monthly Budget Tracker In Google Sheets!
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In this video, I will walk you through how to make the ultimate monthly budget tracker in Google Sheets! You might already know about the monthly budget tracker template that Google Sheets provides us, but it is missing a significant element that is a must-have for investors and anyone who actually wants to get serious about their finances. That element is a savings/investing section. The Google Sheets template only tracks your monthly income and expenses. In this video, I will walk you through how to make the proper modifications to add an Investing/savings section to the tracker!
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#monthlybudgettracker #budgettracker #googlesheets

[@ThinkStocks]

We all love creating trackers for our portfolios but it is just as important to track your income and expenses! If you need any help with this monthly budget tracker drop some comments below and I'll be sure to help you out!

[@dawnbuckridge2293]

Hope you are still checking this post and answering questions when you can. :) Looks like it's been a minute.

[@user-tf9ie2re9x]

Thank you. Your teaching method is awesome enough ❤. Please, help on- HOW TO MAKE ONLY ONE SHEET FOR ALL MONTHS? (MONTH NAMES WOULD BE DYNAMIC). I don't want to create multiple sheets for each and every month by duplicating this. I want, There would be 2 sheets. As it is in this video. 👉 How to make it (month names) dynamic for every month?

[@mariahbwale4840]

This was SUPER HELPFUL! Out of all the budget tracking options I wanted to start with google sheets but I also felt like it wasn't thorough enough, but I had no idea how to edit/add more! thank you. tedious but only have to do it once and now this is my template.

[@mariahbwale4840]

Is there a way to change the color of the bars for Start Balance and End balance?

[@AdamAshick]

This is insane! Thank you so much for such a beautiful budgeting template!

[@Shehbaz_khan00k]

Using it With your customization And it works for me Thank you ❤️

[@purpleatun5654]

Thanks! this video was very helpful and easy!

[@raymakara]

This is fantastic! Thanks for showing how to do everything! Question...Since it's a monthly budget, shouldn't the Summary page be based on the transactions records for a specified month? Thanks!

[@DevinPossinger]

U should update it... so there’s a way to do reaccuring payments! And have a yearly add one which tracks what month u saved most or spent most and overall yearly gain/spending

[@radzid]

Id like to see the same thing

[@saidstruse3737]

Hey, Think! thanks for this great video btw, I wanted to know how often you updated the transactions menu? whether it's weekly or daily? Thank you

[@dedarwryamustafa1072]

Thanks a lot you did a good job. you were very helpful.

[@MinnieOnCam]

I saw this template and ignored it because of the savings , and the annual budget template I want to change it now after watching your video

[@ronadelle1126]

Hi i would love to have this exact same template since i do use this but yes the savings section is very well thought of!

[@DDWeirdHistory]

Hey man this is super useful! I was wondering if you could update it, so the tracker has a way to do recurring payments!

[@eejjcc]

Hello, Sir! Do you have a link of your sheets so I can copy and input my own? Thanks in advance

[@ChinJess]

Hello, this is very helpful, thank you! Do you create a copy for every month? How do you use this tracker in conjunction with your annual savings goals and five /ten year savings goals? thank you!

[@carrieboekweg1987]

I was coming her to ask the same thing. I wish you got an answer. I tried dupilcating the tab but when I did so the Budget and the transation tabs no longer was insync with each other.

[@dayinthegrind3593]

Thank you!!!

[@staceywhite3864]

Thanks!

[@ThePaulsFamily]

Great video! But my middle income column for the transaction sheet is showing the same stuff in the save in column I don’t know how to fix that if that makes sense

[@sajal14agwl]

Thank you very much for this video, I also have a request can you help us with the annual budget tracker also. Please

[@ruspaul6563]

nice work !

[@BorrowWithBrandon]

Very helpful

[@Rob_DK]

As this is a monthly tracking tool, does this mean I would need to have like 12 files of these to track each month seperatly? I've made a variation on this to track my cashflow for the whole year. Maybe you should make a video on that? I just found your channel and looks like you got a new subscriber!

[@AbdelrhmanNada]

Hello, Do you have a link of your sheets so I can copy and input my own? Thanks in advance.

[@gaetanos1846]

Amazing video bro! Change My life😊😮 what about if want to display every month in a single sheet?

[@dawnbuckridge2293]

Love the look and ease of this tracker sheet. I had it going prior to watching your video, but was stuck about how to track the savings and followed your instructions and learned more about formulas than I wanted to! lol BUT NEEDED and I don't feel as lost now in general with what all of those numbers mean. I made the chart no problem with making the edits to make it match and all that fun stuff, BUT....I am not getting the horizontal labels like yours. I have done it over and over and hear your voice in my sleep.....not working. What am I missing? Also.....I see a lot of comments and some questions below and nothing seems to have ever gotten answered. Don't leave us all hanging. ;)

[@Ashik_Bangladesh]

Thank you so much for such an effort. The budgeting sheet is one of the best I found so far. Could you please tell me why the catagory names are not showing in my case when I am creating the graph? I have stucked while creating the graph.

[@kerijansen345]

Hi, your video is great! I love that its thorough and detailed. My question is; Do you copy and paste these sheets monthly...so you'd have 1 for each month (summary & transactions)....or do you keep it running all year?

[@justinhayden1130]

I am curious to this as well. I had no idea if we just continue adding on the same transaction sheet or make a duplicate transaction sheet for each month. Have you gotten an answer on this?

[@PhilC]

I personally do it per month and you can make another summary tab that looks at your entire year

[@justinhayden1130]

@@PhilC thank you so much I wasn’t sure if it would automatically update on the summary sheet. I made sheets for the remaining months of this year but how do i link them to the summary page so it updates as well?

[@lseh]

Cool. Do you create a new book for each month? How do you track credit card owing?

[@johnm.9901]

I'm trying to figure out how to use google assistant with my google sheets for personal finance. For example, my own personal budget in a sheets template and being able to get google assistant to give me latest totals or entries or to make a daily expense entry for me. I found some articles on voice metrics which i am guessing i could use with my google nest. I just would like an automated way of looking at my running expenses, category totals. thanks

[@timwhite2680]

Any way to make that spending column chart report total spending per month instead of reporting it by category?

[@jorgeortiz101]

Great video, this is just what I need but I'm using Excel not google sheets and I would like to keep it that way. I downloaded the template but too bad that the charts come with errors. I believe the formulas are not quite the same in excel. Everything else seems to be working find. If anybody found a way to fix that I will appreciate sharing it with me. Thanks to "Think Stocks" for this video.

[@CaroGonzalez2184]

Savings piece is not updating correctly on summary. followed instructions to the T :(

[@CeigeNUT]

Tutorial is outdated, the new google spreadsheet is different. Please do another video!

[@leandershah1617]

I made this spreadsheet today. It’s been 1 yr since your comment and I could do it without any hiccups (not knowing much about how to use Sheets). I’m sure if you’re above the age of 15, you could do it just as easily

[@reubenleema1530]

This looks so nice is it possible to change the dollar into inr

[@leroydoss2]

I don’t see how you added the planned and actual graphs for savings please help

[@mosspiglet_]

I can't seem to get the "Planned" and "Actual" columns under Savings to formulate properly. When I followed the instructions it either changes the category column in the Transaction tab under Savings to the categories under Income, or it just doesn't pull the amounts over to the Summary sheet. Might be impossible to help without sharing my screen but if anyone has an idea of what could be wrong lmk.

[@samch6661]

This is create a video! I was trying to find something to add to investment. I wonder if I can add my credit card too ?

[@_salvax_]

Great tutorial. Many thanks ! I have been using this tracker since a few days now, it is so simple and straightforward. I have a question: how would I log, say, a hospital bill that I need to pay using my savings ? An option could be to add a negative amount in the savings transactions while also create an equivalent positive row in the income transactions --but in this way, the total value of Income would be "artificially" pumped up. In a nutshell: how to log any expense that does not tap into Income but into Savings ? Thank you in advance.

[@jeffjanowski9264]

Hey Salvino, this is my question as well. Did you ever come up with a solution?

[@user-tf9ie2re9x]

Thank you. Your teaching method is awesome enough ❤. Please, help on- HOW TO MAKE ONLY ONE SHEET FOR ALL MONTHS? (MONTH NAMES WOULD BE DYNAMIC). I don't want to create multiple sheets for each and every month. I want, There would be 2 sheets. As it is in this video. 👉 How to make it (month names) dynamic for every month?

[@alphonsogee]

Hi! On this Google Sheets Monthly Budget, when I finish out a month, how do I clear to start a new month? Or do I make a copy and start from there?

[@anisabdullah9214]

I'm having the same question here, how do I put in for next month? just copy both the summary and transaction sheet?

[@chrissytvlog9401]

Have either of you figured this out? I don't wanna re enter everything again

[@alphonsogee]

@@chrissytvlog9401 Hi, I did not. I never received an answer back for my question. So, I moved on to something else I found which really allowed me to do what I wanted.

[@anisabdullah9214]

@@alphonsogee what is it?

[@alphonsogee]

@@anisabdullah9214 This is the link to the budget I’m using. It is simple but yet affective. She’s a bit fast but if you have experience with sheets, witch I didn’t, it should take you much faster than me. I like it because it allowed me to track my accounts and credit cards all in one place. Hope it works for you!!! kzbin.info/www/bejne/ql6UfZaZZsyqmZI

[@Sam-zn9bg]

How do I get the categories to speak for the saving section?

[@mercyfae17]

How did you categorize savings? I'm so confused.

[@mrchoutos]

how do you add monthly tabs without messing up the whole sheet?

[@justinking3067]

How do you add different months as individual pages

[@Angied094]

I’ve had this same question

[@iinmangalik7696]

Same question

[@tyrellmairs4467]

Hey the data validation part has changed, can you please make a follow up as I’ve been following the tutorial thus far and would hate to quit at this point!

[@dianasalazar4488]

Yes!!! I don't know what to do..I'm stuck and confused as well

[@dianasalazar4488]

I feel like I wasted a lot of time because I can't complete it. I tried to figure the new configuration setup but I've been unsuccessful

[@sarapezzoni901]

Does anybody know why, once the columns bars for planned and actual or start and end balance reach their top, they stop updating in proportion? They all look like they're reached their max..you don't get a true visual of the difference between the two

[@Jorgemat10]

Thank you , great Job! There is some stuff I would like to share with you. Let me know how

[@ThinkStocks]

Hey Jorge, if you go to my channel and go to my about section you can find my email there!

[@j.light12]

Ok so I’ve tried this but the part that shows the percentage and saved on the month is decreasing along with the savings entry like it only accounts for the checking account

[@user-oy7eq6hd6h]

Would like to know how to get an ending balance or carry over balance for the next month?

[@chetansonar9320]

How to change the currency to euro or Indian rupees instead of USD?

[@de-vek]

🔥

[@omedahmed6766]

the planned and actuals do not transfer automatically why?

[@TracyBrown-xq9yq]

Where can i find your page front?

[@somayh]

How do I add a filter to change from month to month? I added a date field to transaction tab

[@omedahmed6766]

Did. It work?

[@hareshhemvani4781]

Nice Job 🙏 Can I get link of this template 🙏

[@ThinkStocks]

you can find the link to this temple in the descprion!

[@theanupamsaren]

How to change currency dollar to INR ?

[@jedidiasobedgarciamedina4344]

You should add a credit card tracker

[@ambiering5164]

idk why mine not working is there a way u can gmail me one ?

[@emirr7135]

26:00 x-axis is not working even after I unmerged all of them

[@bhavneshparikh8283]

How to download file?

[@mukulpandey8903]

But how do we change the dollar sign into rupees

[@ABHISHEKSINGH-sc4bf]

How can we change the currency

[@rheprieve]

You select the whole sheet- format- number- custom currency- select your currency. This video explains that: kzbin.info/www/bejne/Y3qcfad_lJtonc0

[@2cooldudes7o7]

how to change currency?

[@rheprieve]

You select the whole sheet- format- number- custom currency- select your currency. This video explains that: kzbin.info/www/bejne/Y3qcfad_lJtonc0

[@hugvt]

I followed your directions and as others noted this is outdated with google sheets, I not all the functions worked for me and I have to manually change each line. I wish you would just allow us to download this google sheet for FREE instead of having to pay a monthly subscription just to get this spreadsheet. Please please allow us to download this for free.

[@iliyashaikhofficial]

HOW TO DOWNLOAD YOUR EXCEL FILE

[@nickridesbikes.]

Oh god I hope you didn't lose your money in Yotta...

[@colleennorris8402]

Very eye appealing and I love the set up but you move way to fast for older folks!!! The best looking spreadsheet and most useful for me. Please go slower

[@user-tf9ie2re9x]

Thank you. Your teaching method is awesome enough ❤. Please, help on- HOW TO MAKE ONLY ONE SHEET FOR ALL MONTHS? (MONTH NAMES WOULD BE DYNAMIC). I don't want to create multiple sheets for each and every month. I want, There would be 2 sheets. As it is in this video. 👉 How to make it (month names) dynamic for every month?

[@user-tf9ie2re9x]

Thank you. Your teaching method is awesome enough ❤. Please, help on- HOW TO MAKE ONLY ONE SHEET FOR ALL MONTHS? (MONTH NAMES WOULD BE DYNAMIC). I don't want to create multiple sheets for each and every month by duplicating this. I want, There would be 2 sheets. As it is in this video. 👉 How to make it (month names) dynamic for every month?