After that, the 'Dashboard' tab will update all of the summary charts automatically.On the 'Budget Targets' tab, enter your target monthly amounts for your expenses and income by category.On the 'Income' tab, please enter all of your income transaction data (same process as the 'Expenses' tab).Copying and pasting from there will make inputting your transactions much easier - please paste as values when possible (edit > paste special > paste values only) Note that most banks will let you export / download your transaction data. Setup categories/subcategories for income and expenses, then enter your. The intention is for you to enter each expense transaction as a separate row (e.g., $2 coffee, $10 lunch, $50 clothing, etc.). This free add-on allows you to use Google Sheets as a budgeting application. On the 'Expenses' tab, please enter all of your expense transaction data.I've already included default categories which will hopefully work for most people, so there is no need to make changes here unless you'd like to On the 'Category Setup' tab, you can modify the labels used to categorize your expense / income transactions.To edit this file and make your own version, click File > make a copy, and then save to your own Google Drive folder (you need to be logged in to do so).Before you start, here are a few notes on how to best use this tool:
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