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.
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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.
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Questions? Leave a comment and I’ll help.
This is a planning tool, not financial advice.
#GoogleSheets #BudgetTemplate #FamilyBudget