Google sheets templates how to#

Click on the 'Dashboard' tab to view overall totals and trends for the year.Enter the dollar amounts that you paid for each expense, in column C, starting at row 5 (Repeat this for each of the monthly tabs).Click the drop-down menus in column B to select the category for each expense (Repeat for each of the monthly tabs).Enter your expense names in column A, starting at row 5 (Do this in each of the monthly tabs).Enter your monthly income in cell A3, in each of the monthly tabs (January, February, etc.).On the 'Dashboard' tab, starting at cell A19, type a list of the categories that you want to use (These categories will populate the drop-down menus in column B of the individual monthly tabs).These templates / this content was originally created and written by The versions that have one tab for each month are a little different, and are described in their own sections.Įxample of graphs found in the yearly trackers:

In the 'Single Sheet' 1-year budget and expense templates, from the second tab you will be able to select a month of the year to display your individual expenses for that month on a bar chart, and you will also be able to view your total monthly expenses for the entire year on a line chart. In the image below, you will see a preview of the main tab where you'll actually be able to track your expenses, but note that the 'Single Sheet' 1-year templates also have an extra tab that contains the two charts shown below. (See further below for an additional 'Category Selection' version) Some versions allow you to track the entire year on a single sheet, where others allow you to track the expenses / budget for each month in an individual tab. Enter how much you spent on each expenseīelow are the 1-Year versions of the expense and budget tracker templates, which allow you to track expenses / budget in for each month of the year.The only cells that should be edited are the light blue cells, and the cells below the frozen rows where you can enter your expenses, the dollar amounts, and the budget.

Google sheets templates how to#

How to use the budget / expense templatesĬells that should not be edited will display a warning if you try to edit them.īelow in each section are instructions for each individual template, but here are general instructions that are relevant to all of the templates: The sheets are 'View Only', and you MUST MAKE YOUR OWN COPY to use them, so DO NOT request edit access. The normal way of making a copy of a Google spreadsheet, is by clicking 'File' on the top toolbar, and then clicking 'Make a copy'. You must be logged into Google for this to work. The links to these templates should allow you to click a button that will automatically make your own copy for you, especially if you are using a desktop/laptop computer.

*New: You can now choose a version that allows category selectionĮvery template/tracker comes with a graph that will visually display your expenses! You'll be able to see totals for each different expense type, for each different month, and you'll also be able to see your total overall.Ĭlick here to get your Google Sheets cheat sheet How to make a copy of the templates.

One tab for each month (For 1-Year templates) These trackers have additional charts that help you visualize your totals for each month, and overall.īy choosing from the templates that are explained below, you will be able to choose from the following options: Whether you want to track on a monthly basis, or a yearly basis, you'll find the template that suits your needs.Īt the bottom of this page you will find expense tracker templates that allow you to break down your expenses by category. Each of the templates here functions differently so that you will be able to find exactly what you need to track your expenses and your budget. On this page you will find a variety of budget and expense tracker templates for Google Sheets.