Budget Planner Spreadsheet Tutorial | Excel and Google Sheets | TabwiseStudio
TabwiseStudio
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Budget Planner Spreadsheet Tutorial | Excel and Google Sheets | TabwiseStudio
28 просмотров · 2 недели назад
TabwiseStudio
4 подписчика
28 просмотров · 2 недели назад
A full walkthrough of the Budget Planner spreadsheet from TabwiseStudio, for Excel and Google Sheets. Setup, adding transactions, the self-checking Row check, credit cards without double counting, both dashboards, and every one of the 18 tabs, including the new Bill Calendar.
Chapters
0:00 Intro
0:26 Which file to open
0:53 Start Here
1:15 Setup
2:33 Your lists
3:35 Transactions
3:50 Adding a transaction
4:05 Row check
4:20 Credit card purchases and payments
4:50 Saving toward a goal
5:16 Monthly Dashboard
6:07 Annual Dashboard
6:28 Monthly Numbers
6:44 Annual Numbers
6:56 Budget vs Actual
7:23 Paycheck Plan
7:52 Bills
8:15 Bill Calendar
8:36 Bill Changes
8:59 Accounts
9:17 Debt Payoff
9:36 Savings Goals
9:53 Net Worth
10:10 Health Check
10:39 Tips
11:10 A new month
11:25 Wrap-up
Get the spreadsheet on Etsy: https://www.etsy.com/listing/4591504738
Shop: https://tabwisestudio.etsy.com
Questions? Message TabwiseStudio on Etsy and we will reply within one business day.
The spreadsheet is a planning tool, not financial advice. There is no bank connection: you type or paste your transactions.