First of all, I want to say thank you very much for sharing this incredible knowledge. Since yesterday, I have been trying to follow every step that was taught, and here on the monthly analysis sheet, I found an error when calculating the total budget. It was returning text values, so I couldn't calculate. Then I made a slight modification using the SUBSTITUTE formula, so it became like this (cell W34) --> `=IFERROR(SUM(ARRAYFORMULA(VALUE(SUBSTITUTE(W31:W42, "Rp", "")))), "")`.
Thanks! I spent days following this tutorial until the Years Analysis where I got stuck with an error, so I paid for the Patreon and I solved my error hahaha, worth it anyway.
hello i just bought the memebrship because i was having that same problem, but now when i copy the budget tracker the google form doesn't create a copy. How where you able to solve this?
This is incredibly educational; I learned a lot. I feel the closest I've ever been to my ideal custom budget tracker. Thank you for all your efforts and thorough breakdowns! A few questions I've been pondering: 1) What if your planned income varies from month to month? If you're changing the amounts in the Set-Up tab, wouldn't that change the numbers for all months retrospectively? Then comparing the actuals would be "out of context" beyond the current month(/months those amounts in Set-Up apply to), right? 2) What's the best way to track debt with this system? So far, I've made a couple of accounts with negative starting balances and used the transfer transaction form to pay them down, but what's a good way to monitor the status of these accounts on the monthly analysis page for instance? 3) Is there a way to incorporate sinking funds as a part of tracking savings? I know these essentially function as additional accounts, but how can we track their balances, progress to target amounts, and monthly contributions while intermittently using them to pay expenses? I'd love to see any of your ideas!
I think the 'Budget Plan Setup' portion of this video ( ruclips.net/video/eKyAOjH3Crk/видео.html&t ) has a potential solution to the first question. However, it's in Excel. Then it's a matter of how to reference the correct budget column for the dynamic monthly analysis sheet... maybe around 01:58:40 (for the dropdowns) & 02:49:40 (for the formulas) of that video.
Your work seems top notch and your willingness to continually improve it is impressive. I only have a limited high-level perspective of creating formulas to do things. A couple of questions if you don't mind. Can this be used (or modified) for excel? And is there a way to see how your current month is doing versus the previous month and the current month versus the same month a year ago, such as Last Month, Current Month, Current Month Last Year? Side by side in a vertical bar chart or similar? Thank You for your time!
Hey! Thanks so much for your comment. Yes you could download the tracker to Excel but this would need lots of modifications as several formulas such as GOOGLEFINANCE will need to be replaced with Excel's stock and currency fetcher feature. This is a great idea for month against month in the previous year etc. The closest thing to this is the tables and charts in the 'Dashboard' tab for the Year-On-Year Analysis section. I'll definitely include these features and expand on them in the next tracker, hopefully I'll have time to work on it very soon. Cheers!
Hey! Excellent work! I Just want to know... i live in Peru and we have the PEN currency. But sometimes we get charged in dollars... how do you manage this on the tracker? Also, when you use your credit card to pay everything, and then you use your savings/checkings acount to pay the credit card debt, how do you register that to not have inconsistencies in the accounts values.?
Fantastic tool! I've spend over 2 days making my own and I love it. May I ask how to increase the number of accounts without completely messing up the written formulas? I've tried with a 16th account but It just ruins the whole thing.. Maybe a tips on where to edit?
I think it's awesome. Would love to be able to alter the monthly budget every now and then (e.g. realised overspending on groceries, or perhaps had a baby and bills have gone up etc) and or salaries (e.g. job change) without it recalculating the whole sheet. Maybe that could be in the 4G for next year?
Thanks so much for your comment! Definitely a great idea. I need to figure out the best possible way to do it to avoid too much manual work from the user's perspective. Will keep this in mind for the next generation for sure. Aiming to do it this year!!
@@PlanetFinanceOfficial You;re welcome :) I wondered if you could merge the budget table and the month table in the Enter Info tab, maybe making the months, year and "All" information in rows instead of a column, allowing each month to have its own budget? I'm nowhere near as competent with Sheets/Excel though!
@@chrisherbert2444 That seems to be the right approach. I'll start designing it with this structure. Hopefully these trackers help you get better with the formulas!
Hi. I’ve been wondering the same thing, because this tracker would be so perfect if it could have that added possibility. Have you maybe found a way to alter the monthly budget? If so, I would really appreciate it if you could share 🙏🏽
Love it this is exactly what i was waiting for all these months, i have one small issue though its constantly loading after any adjustment or upload. think it has to do with the link to google exchange rates. is there a way to skip that part as we are already saying we changed x curencie for Y so the rate isnt nrealy necesary. Also in my country the rate changes daily so there wil be a big difference? Thumbs up man
Hey! Thanks so much for your comment, glad you've liked the tracker. The currency exchange formulas have a condition to exchange it as of the date it was entered. This way, currency fluctuations won't affect the amounts you've been entering. Does this help solve your issue?
Hi Planet Finance, this is yet another amazing video of yours, after seeing your Stocks/Crypto/ETF Portfolio tracker video. I had a question though, most stocks and mutual funds are available on google finance, but then sometimes some countries issue gold bonds, govt bonds, etc whose tickers are not available online. How do we track those in our portfolio... because my account value shows completely different coz I have invested in those instruments too
@@anthonyfromtonyblackdigita924 Hey! Thanks so much for your comment! Currently the tools can track all investments that are available in Google finance, Yahoo Finance and Coinmarketcap. If these bonds are available there, you could track them automatically and fetch their prices every day.
This is excellent. Few suggestion and possibilities. In my existing sheet (manual entries), i denote different type of account with different color so that i can easily see say green color and understand that this is from account A, and red are from account B. Is it something which is possible to automate in future? Is it possible to remove currency option all together as I have only 1 currency to work with. Other than that this looks amazing and I will try to follow this guide and make something of my own..
Hey! Thanks so much for your comment, really appreciate the feedback and suggestions. I think something could be done with the conditional formatting rules. If you look at the existing ones, it's mainly driven by whether it's blank or not. You could edit these rules to change a colour based on the type of account being entered. For the currency conversion, I've decided to release it this way as there are many customers who use it with multiple currencies. However, I do understand it adds complexity and heaviness to the tracker so I will definitely include an alternative tracker in the next version where only a single currency is used. Cheers!
@@PlanetFinanceOfficial Thanks.. I was trying to follow your guide without the Currency column but as it went deeper, I got lost because lot of the formula includes google conversion.
@@PlanetFinanceOfficial Hey, While I was using this, I found one issue in the analysis calculation. We are showing a Total Start Balance but Credit Card account balance is actually a negative balance because we have to pay the dues at later time but we are still adding that and that gives the wrong impression that we hv more money than in reality. Also the payment for credit card will be made as a transfer entry right? I hope it makes sense..
@@wolvrG Hey, for credit cards what you could do is enter expenses first (making the balance negative) and then income when you pay it back, making the balance positive again. Does this solve your issue?
Hello my friend, congratulations for the template sheets, I am Peruvian, I would like to know if the template can be made in Spanish, I subscribed to your patreon page, I would appreciate it if you could help me have it in Spanish.
First of all, I want to say thank you very much for sharing this incredible knowledge. Since yesterday, I have been trying to follow every step that was taught, and here on the monthly analysis sheet, I found an error when calculating the total budget. It was returning text values, so I couldn't calculate. Then I made a slight modification using the SUBSTITUTE formula, so it became like this (cell W34) --> `=IFERROR(SUM(ARRAYFORMULA(VALUE(SUBSTITUTE(W31:W42, "Rp", "")))), "")`.
Hi, I'm also finding an error calculating total monthly expenses. it seems the filter is not working very well.. 2 of my accounts are merging to one.
I hit the like button before even watching the video, cause I know it's gonna be interesting, thank you for your hard work!
Thanks so much! I really appreciate it
Been waiting for this one, thank you for excellent work !
Thanks so much for your patience! I hope you enjoy it and really looking forward to getting some feedback to improve the next one even more :)
Thanks! I spent days following this tutorial until the Years Analysis where I got stuck with an error, so I paid for the Patreon and I solved my error hahaha, worth it anyway.
hello i just bought the memebrship because i was having that same problem, but now when i copy the budget tracker the google form doesn't create a copy. How where you able to solve this?
@@josechavez7148I did what is shown here 3:50 and I had a copy of both files on My Drive
This is incredibly educational; I learned a lot. I feel the closest I've ever been to my ideal custom budget tracker. Thank you for all your efforts and thorough breakdowns! A few questions I've been pondering:
1) What if your planned income varies from month to month? If you're changing the amounts in the Set-Up tab, wouldn't that change the numbers for all months retrospectively? Then comparing the actuals would be "out of context" beyond the current month(/months those amounts in Set-Up apply to), right?
2) What's the best way to track debt with this system? So far, I've made a couple of accounts with negative starting balances and used the transfer transaction form to pay them down, but what's a good way to monitor the status of these accounts on the monthly analysis page for instance?
3) Is there a way to incorporate sinking funds as a part of tracking savings? I know these essentially function as additional accounts, but how can we track their balances, progress to target amounts, and monthly contributions while intermittently using them to pay expenses?
I'd love to see any of your ideas!
I think the 'Budget Plan Setup' portion of this video ( ruclips.net/video/eKyAOjH3Crk/видео.html&t ) has a potential solution to the first question. However, it's in Excel. Then it's a matter of how to reference the correct budget column for the dynamic monthly analysis sheet... maybe around 01:58:40 (for the dropdowns) & 02:49:40 (for the formulas) of that video.
Your work seems top notch and your willingness to continually improve it is impressive. I only have a limited high-level perspective of creating formulas to do things. A couple of questions if you don't mind. Can this be used (or modified) for excel? And is there a way to see how your current month is doing versus the previous month and the current month versus the same month a year ago, such as Last Month, Current Month, Current Month Last Year? Side by side in a vertical bar chart or similar?
Thank You for your time!
Hey! Thanks so much for your comment. Yes you could download the tracker to Excel but this would need lots of modifications as several formulas such as GOOGLEFINANCE will need to be replaced with Excel's stock and currency fetcher feature. This is a great idea for month against month in the previous year etc. The closest thing to this is the tables and charts in the 'Dashboard' tab for the Year-On-Year Analysis section. I'll definitely include these features and expand on them in the next tracker, hopefully I'll have time to work on it very soon. Cheers!
Amazing! Thanks for sharing this mate!
Thanks so much for sharing. This is really amazing
Hey! Excellent work! I Just want to know... i live in Peru and we have the PEN currency. But sometimes we get charged in dollars... how do you manage this on the tracker? Also, when you use your credit card to pay everything, and then you use your savings/checkings acount to pay the credit card debt, how do you register that to not have inconsistencies in the accounts values.?
Fantastic tool! I've spend over 2 days making my own and I love it. May I ask how to increase the number of accounts without completely messing up the written formulas? I've tried with a 16th account but It just ruins the whole thing.. Maybe a tips on where to edit?
I think it's awesome. Would love to be able to alter the monthly budget every now and then (e.g. realised overspending on groceries, or perhaps had a baby and bills have gone up etc)
and or salaries (e.g. job change) without it recalculating the whole sheet. Maybe that could be in the 4G for next year?
Thanks so much for your comment! Definitely a great idea. I need to figure out the best possible way to do it to avoid too much manual work from the user's perspective. Will keep this in mind for the next generation for sure. Aiming to do it this year!!
@@PlanetFinanceOfficial You;re welcome :) I wondered if you could merge the budget table and the month table in the Enter Info tab, maybe making the months, year and "All" information in rows instead of a column, allowing each month to have its own budget? I'm nowhere near as competent with Sheets/Excel though!
@@chrisherbert2444 That seems to be the right approach. I'll start designing it with this structure. Hopefully these trackers help you get better with the formulas!
@@PlanetFinanceOfficial they definitely have! Much appreciated. Good luck with the version!
Hi. I’ve been wondering the same thing, because this tracker would be so perfect if it could have that added possibility. Have you maybe found a way to alter the monthly budget? If so, I would really appreciate it if you could share 🙏🏽
where can i get the sample transactions so i can copy and paste it too to check if im following it right
Do you have budget tracker that doesn't use any google forms?
Love it this is exactly what i was waiting for all these months, i have one small issue though its constantly loading after any adjustment or upload. think it has to do with the link to google exchange rates. is there a way to skip that part as we are already saying we changed x curencie for Y so the rate isnt nrealy necesary. Also in my country the rate changes daily so there wil be a big difference? Thumbs up man
Hey! Thanks so much for your comment, glad you've liked the tracker. The currency exchange formulas have a condition to exchange it as of the date it was entered. This way, currency fluctuations won't affect the amounts you've been entering. Does this help solve your issue?
Hi Planet Finance, this is yet another amazing video of yours, after seeing your Stocks/Crypto/ETF Portfolio tracker video. I had a question though, most stocks and mutual funds are available on google finance, but then sometimes some countries issue gold bonds, govt bonds, etc whose tickers are not available online. How do we track those in our portfolio... because my account value shows completely different coz I have invested in those instruments too
Hey mate... great builds you share always. Do you have anything that tracks Bond and Treasury Bill trading/investments? Thanks for responding.
And by the way, have a Merry Christmas! :) Cheers!
@@anthonyfromtonyblackdigita924 Hey! Thanks so much for your comment! Currently the tools can track all investments that are available in Google finance, Yahoo Finance and Coinmarketcap. If these bonds are available there, you could track them automatically and fetch their prices every day.
Great video! Thanks for sharing. If I joined your patreon do you get access to a copy of this or is there an additional change on top? Thanks
Hey, I also messaged you on the Patreon. This is great, but I need to add a custom currency (DKK). Could you please advise on that?
This is excellent.
Few suggestion and possibilities. In my existing sheet (manual entries), i denote different type of account with different color so that i can easily see say green color and understand that this is from account A, and red are from account B. Is it something which is possible to automate in future?
Is it possible to remove currency option all together as I have only 1 currency to work with.
Other than that this looks amazing and I will try to follow this guide and make something of my own..
Hey! Thanks so much for your comment, really appreciate the feedback and suggestions. I think something could be done with the conditional formatting rules. If you look at the existing ones, it's mainly driven by whether it's blank or not. You could edit these rules to change a colour based on the type of account being entered.
For the currency conversion, I've decided to release it this way as there are many customers who use it with multiple currencies. However, I do understand it adds complexity and heaviness to the tracker so I will definitely include an alternative tracker in the next version where only a single currency is used. Cheers!
@@PlanetFinanceOfficial Thanks.. I was trying to follow your guide without the Currency column but as it went deeper, I got lost because lot of the formula includes google conversion.
@@PlanetFinanceOfficial Hey, While I was using this, I found one issue in the analysis calculation. We are showing a Total Start Balance but Credit Card account balance is actually a negative balance because we have to pay the dues at later time but we are still adding that and that gives the wrong impression that we hv more money than in reality. Also the payment for credit card will be made as a transfer entry right? I hope it makes sense..
@@wolvrG Hey, for credit cards what you could do is enter expenses first (making the balance negative) and then income when you pay it back, making the balance positive again. Does this solve your issue?
@@PlanetFinanceOfficial yaa.. kind off.. but isnt credit card payment is suppose to be transfer (technically)? from savings or checking to pay off..
Awesome, one thing I need to ask you. How do we track the bills that are variable? Also, the borrowed money or lend money tracking. Thank you
excel file can be available?
At this point it's better to use dedicated app. Way too complicated.
You indeed need a bit of nerdiness to be able to complete each step of this tutorial :D
Hello my friend, congratulations for the template sheets, I am Peruvian, I would like to know if the template can be made in Spanish, I subscribed to your patreon page, I would appreciate it if you could help me have it in Spanish.
You can make it in Spanish, but you'll have to change some stuff.
Provide sample file