This template is meant for PERSONAL USE ONLY. I am a software developer who loves automating stuff. * If you have any questions feel free to message me. * You can make a copy for each month and reuse it. * All of the automations are done for you, you just need to fill out each section with your information. * You will need a free Google account to use this template, there is no need to purchase any other apps. * This template is NOT compatible with Excel. This same PDF contains step by step instructions and a link to the demo video. What will you receive? You will get a PDF file that contains a link to access the Google Sheets template. * Sheet 3: Pre-filled example that you can delete after you are done playing with it. This second sheet contains all of your monthly information, so you can duplicate that sheet each month and keep everything inside the same file OR you can choose to create a completely new file each month. Bills and Subscriptions (within the same table) Customize labels for the entire template, you can also translate them to a different language (you will have to do the translations yourself). Customize drop-downs shared between Bills and Expenses: Categories, Payment Methods and Custom Tags. It's a great way to know exactly what you will be receiving! You can watch a DEMO VIDEO before purchasing (I filmed the video using the pink version but the layout is the same) Our budget is based directly off of these templates and we have used them for years in order to control our spending, show us were our money is going, and to give us timely information about the state of our finances.I wanted to create a Monthly Budget that included my Income, Savings, Investments, Bills and Expenses all inside the same tab, so this is what I came up with. We have two basic templates that you can use to create your own budget. Below the video we also have links to a template that you can use to create your own budget. In the quick tutorial below you will see how we created our budget in Google Sheets and learn how to create your own. To complete our budget, we use Google Sheets. To begin with, we break our expenses down into two basic sections, wants and needs.ĭepending on your situation, you may need to edit your needs and wants, but we break them down into the following categories:īy keeping each of these areas in our budget, we are able to track our spending and determine if we really need something or if we want it. To get more specific with our budget we need to examine our costs each month. Some items, like our mortgage, or fixed, but others change depending on the month. Our expenses, costs, are what change on a month to month basis. If your income is not as predictable, we would recommend that you update your budget often to better track your income and try to find an average monthly income. We know what we are going to earn each month, and we can plan very far in advance because of this. For us, we have two general areas that we use as our starting point, income and expenses. Once you have your general areas, you can begin to get more specific with each of the areas. When you are looking to start a budget you really want to break down your areas of concern as simply as possible. You will also find links to our budget and downloads if you prefer a different version. Below you will find resources to help you start your own budget along with a tutorial on how we setup our budget. We use Google Sheets to help us keep our budget in order and with us at all times. Our budget is fluid, flexible, and works for us.
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