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Complete Finance Tracker Google Sheet Tutorial

The Organized Ambition

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Complete Finance Tracker Google Sheet Tutorial

11 просмотров · 5 дн. назад
The Organized Ambition
11 просмотров · 5 дн. назад
Take a full tour of The Complete Finance Tracker, a family budget spreadsheet for Google Sheets. In this walkthrough, I show you how to track your income, expenses, bills, savings goals, debt payoff and net worth in one place, with no bank connection needed. 🛒 Get the template: https://stan.store/theorganizedambiti... What’s inside The Complete Finance Tracker: ✔ Dashboard that shows your whole month at a glance ✔ Accounts for bank accounts and credit cards ✔ Budget with monthly planning and actuals ✔ Transactions: paste your bank statement and categorize it ✔ Bills with due dates and paid check marks ✔ Savings Goals with progress bars ✔ Debt Payoff with avalanche or snowball methods ✔ Net Worth and Annual View Chapters 00:00 Finance tracker overview and purpose 02:04 Set up accounts and categories 04:32 Track bills and manage debt 06:45 Plan savings goals track progress 10:27 Add transactions and tag accounts 14:10 Review yearly and monthly views Who is it for? Families, couples and anyone who wants a simple monthly budget in Google Sheets. It also works for paying off debt and saving toward goals. Good to know: For Google Sheets, a free Google account, not Excel You enter or paste transactions yourself, so your data stays private Instant digital download Get started: open the link, choose File, Make a copy, then follow the Start Here tab. 📌 More from The Organized Ambition: https://theorganizedambition.com/ 📩 Free tips in your inbox: https://kait.myflodesk.com/k70jjuuvfs Questions? Leave a comment and I’ll help. This is a planning tool, not financial advice. #GoogleSheets #BudgetTemplate #FamilyBudget