Organization

Google Spreadsheet Budget Tutorial

Google spreadsheet budget tracking tutorial

NOTE: Updated (more advanced) version of this budget spreadsheet is now available – Budget Template Update

I have been tracking my own finances via google spreadsheets for YEARS. Yes, I have dabbled in the online budget trackers (mint.com, and a few others) but nothing kept me on track nearly as well as a good old fashioned DIY google spreadsheet budget tracker.

Friends have asked me to share my budget tracking template with them so many times and I always had good intentions to do so, however I also wanted to be able to walk them through how I use it before sending it over. Guess what? I created a video tutorial for everyone to access and utilize their own copy of my google spreadsheet budget tutorial!

2017 Budget Spreadsheet + Weekly Newsletter!

Subscribe for access to the 2017 budget spreadsheet and receive exclusive content delivered to your inbox weekly!

My budget spreadsheet includes monthly income and expense budgeting/planning and tracking, as well as summary tabs to view your income, expenses, and total spending month over month for an entire year.

Google spreadsheet budget tracking tutorial

What’s great is that this google spreadsheet document is mostly formula driven, so all you have to do is input your expenses and income line items each month, then the spreadsheet populates the charts and summary tabs automatically for you!

google document budget tutorial

If you are curious to learn more, definitely check in the video tutorial below.

But if you’re serious about cleaning up your finances, then step one is accessing the spreadsheet, use this sign up form and I’ll email you the link!

2017 Budget Spreadsheet + Weekly Newsletter!

Subscribe for access to the 2017 budget spreadsheet and receive exclusive content delivered to your inbox weekly!

Hopefully this is helpful – let me know what you think!

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9 Comments

  • Reply
    Mary
    March 3, 2018 at 12:31 pm

    Hello, I subscribed but haven’t received a copy of your budget spreadsheet in my email yet. Can you tell me how long it will take? I am hoping to use it today. Thanks!

    • Reply
      Kait
      March 4, 2018 at 4:48 pm

      Hi Mary – Please try checking your spam folders/filters as it looks like it was sent on my end! If you still can’t find it then don’t hesitate to email me (kait@acleanbee.com) and I will happily send you the link. Thank you!

  • Reply
    Mary
    March 14, 2018 at 11:26 am

    I’ve got the spreadsheet- thanks so much for sending it! I have a question- can I add additional expenses in column B? For example, can I add a line for car maintenance? I tried, but then it doesn’t show up as a category choice when I’m entering specific expenses. Can you please help? Thanks again!

  • Reply
    Organize Your Finances with this Updated Budget Template + Free Download - A Clean Bee
    April 12, 2018 at 7:31 pm

    […] time last year I introduced a slightly different Budget Document created via Google Spreadsheet that we had been using successfully for a number of months. In […]

  • Reply
    Mónica
    July 30, 2018 at 8:15 am

    Hi there, I received the template, but for some reason, in the tab names August in the income section , when I click on the car¡teory tab to choose the concept (paycheck, etc) it says “loading” and nothing happens. I checked the other tabs for the other months and they are working fine. Could you help? Thanks!

    • Reply
      Kait
      September 3, 2018 at 11:00 am

      Thank you for pointing this out! I have fixed the template, but one way you can fix on your copy is to copy and paste column X from a future month’s tab into August and that should fix the problem. Thanks again!

  • Reply
    Guy Michel
    December 22, 2018 at 2:27 pm

    I just subscribed to get the sheet. How long does it take?

    • Reply
      Kait
      January 2, 2019 at 12:59 pm

      Hi Guy! Thank you for subscribing – please try checking your spam folder. If you can’t find my email there, then please email me directly (kait@acleanbee.com) and I’ll send you a new link.

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