How to Track Expenses in Google Sheets (FREE Tutorial & Template Download)
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- Опубликовано: 30 июл 2024
- Whether you’re struggling to make ends meet or just want to get a better grip on your finances, a Google Sheet based finance tracking tool is the way to go. Matter of fact, this is the exact tracker I use personally to track and manage all my finances.
[📥Download] Finance Tracker 1.0 FREE: link.tariosultan.com/tracker
Join the mini-course to learn how I created the finance tracker from scratch
[👇🏻Tons of Google Sheets tips and tricks, customization included]
link.tariosultan.com/financet...
Time Stamps:
00:00 - Intro
00:24 - Income Tracker Demo
01:54 - Expense Tracker Demo
02:59 - Data Analysis Demo
04:40 - Installation Guide
11:54 - Balance Sheet Installation
13:19 - Let's Test It Out!
14:42 - Customize/Decorate Your Google Sheet
15:37 - Instant Mobile Access
18:14 - Mobile Input Experience
19:24 - Close Browser Tab
21:24 - Final Thought
#GoogleSheets #ExpenseTracker
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My name is Tario Sultan. You will see a mixture of tutorials, tech, marketing, book-related videos in this channel. That's who I am :)
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🙏🏻 Much love & stay blessed!
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DISCLAIMER: This video and description contain affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps to support the channel and allows us to continue to make videos like this. Thank you for the support! 
Хобби
Download the Free Finance Tracker: link.tariosultan.com/tracker
Check out my Googe Sheet mini-course on how to build an expense tracker from scratch: link.tariosultan.com/financetracker
✏️ Request content for my channel: link.tariosultan.com/request
You don't mention tracking our contact info in the video. I suppose I shouldn't be surprised, but I guess I am, apparently. Still, I like what you have created (thanks for doing that work) and just hope I can customize the fields to better represent my own spending habits.... ***Okay, it's not sending me the email. After I input my email, it says, "This field is mandatory." Then it closes and says to confirm on the email, but I never get the email. Pity. *** I found a work-around. However, FYI I had to expand "Investment" on both tabs to do the find/replace. Looks like fun! Thx again.
Thanks Bro! I re-winded multiple times as I kept on making mistakes. I finally was able to make it to the end. You are awesome. Thank you!
WOW! Thanks for this resource Tario! Will be very helpful in tracking our income/expenses. Also great job explaining how to download and integrate the forms/sheets you created. Thoroughly impressed & grateful!
Thank you so much! 🙏🏻🙏🏻
ISTG finding you on youtube is a blessing mann. I feel like my life can change with all the knowledge you are sharing. Can't wait to do this for my own expenses. Thank you so much for the step by step tutorial. This deserves a lot of views. I'll be sure to share this with my friends and family.
Thank you so much for the kind words and support! Means a lot!
Wow! This is amazing! I had been connecting Google Forms with Sheets, but learned so many features in this video! Thank you!! 🙌
I’m glad it’s helpful! Enjoy! :)
Thank you so much for this!! i've always wanted to integrate tracker with google sheet, but never knew how . Appreciate that you're sharing it for free
Most welcome, enjoy!
Followed your tutorial and just finished setting up my own finance tracker, :D This tutorial was really impressive! THANKS
Great to hear! Enjoy!
You giving us this for free blows my mind. This is absolutely amazing.
I'm glad the first vid I watched gave me exactly what I was looking for. Thanks for the template!
Glad I could help!
Hi Tario Sultan, loved the video, this helped me a lot, used it for the month of dec 22, absolutely happy with it.
Glad it helped!
THIS IS AMAZING!!!!!! SO GLAD I CAME BY THIS! WORTH SHARING!
Thank you! Means a lot!
I have a balance sheet used with Mint but this makes it so much easier thanks brother and hope you and Jackie are well!
Amazing bro! Thanks for the feedback!
Thanks Tario for the great share. I only wish that I had come across this amazing video earlier. 👍
Hi. This is a great video, actually the most useful I came across. I appreciate your efforts.
Thank you Neha! I appreciate the kind words and support! means a lot!
You are absolutely amazing. Thank you tremendously for this content. This will be a game changer for my small business. Thank you!!! Thank you!!! Thank you!!!!
You're so welcome! Enjoy!
Thanks a lot is a blessing i've clicked on your video just followed you everywhere thanks !!!!
Thank you for the follow and support!
Thank you so much just finished setting this up! This is so much better than relying on paid apps. Now I and to find out if I can do this in apple numbers since I already have a tracker here too.
Most welcome! Enjoy!
This is a WOW Video
Thank U for sharing the best knowledge U have learned and honed over the years
Thank U Thank U Thank U
I am buying Ur course
You are so welcome
Thank you for providing this. One question how do you handle fixed expenses, do you still just manually enter them?
thank you so much for this tutorial, i installed and i will use it
Enjoy!
You were amazing! THANK YOU!!!
You're so welcome!
Fantastic explanation! 🙌🏾
Thx!
Thanks for this video man!!!
Most welcome!
Wow this is amazing!!!
Awesome!
Wow amazing!!!!! Thanks!!!
Thank you!
Hey Tario first and foremost I just want to thank you for all the hard work you put into creating this and helping people get their financial house in order. I have a question. Will adding and removing categories from the income and expense sheet mess up the formatting? Say I wanted to add a sub category under groceries or remove a category like pets can I make that change without messing up the formatting?
Hey Patrick. Most welcome.
Further customization to this tracker is taught in the mini course (link in description). There’s detailed explanations and tutorials on how to modify it to your own need. Hope this helps.
I thank you very much good sir.
You are very welcome
ctrl H for windows
Firstly, excellent video! How could one remove the personal component? I need this primarily for my business, so the personal component along with some of the other categories needs to be altered.
Simply just don't use the personal one, if you want to build it from scratch that's 100% suitable for your own unique situation, check this out: link.tariosultan.com/financetracker
OMG, this helps me to check my expenses!
Though I have a question how can i change the dollar sign to a different one?
And also, can i remove some parts?
Yes you can, it's under Format -> Number (you can customize currency)
Removing, adding parts and customizations are taught in the mini course.
Just downloaded and got all files into folder but when I try and link the Expenses Form to the spreadsheet it says "Couldn't link to spreadsheet". Please advise.
Wow this is so useful. Thankyou for sharing us the template.
But im not using a $ currency, is it work if i change the currency?
I know right! It changed my life trajectory.
If you don't use $ symbol you can change the setting. (Google: Google Sheets Currency Symbol Change)
How do you change categories to fit my lifestyle?
I was able to set up the Finance Tracking system fairly easily without too many hiccups. However, I have a couple of questions. First, the transactions I entered on the form I put on my phone transfers over to the expense sheet, but not to the individual personal or business sheet. I haven't tried using the form on the computer yet. Also, I don't see a way to enter a date on the form, if I'm going back and entering past transactions. The time stamp is always current. Do I just manually need to go into the expense sheet and enter the correct date? Thank you for your prompt response.
When I tried to fill out the form on the computer, the form won't take my data. Meaning, I can't input an amount. I can't click on personal or business. Any advice.
I already using this template for the last year. And wants to continue for this year, do you have any tutorial to add another year for the "balance" field? Thanks.
1. Every year, I send out a tutorial and updated sheet to everything downloaded the sheet via Email.
2. Try using the link again and download the most up to date sheet, I keep it updated all the time.
Hi Mate I love this so much, great work from you, I'm amazed..
I have one problem, I have input somethings (income) today, but in the balance sheet it appears on December row, not July's..
Did I do something wrong?
Thanks
That’s strange. Is it the input row showing Dec or the data analytics tab?
Hi I am also having the same issue I have input Expensese today, but in the balance sheet and also on Personal Sheet (Not Checked the Business) it appears on December row, not July's.
=SUMIFS(EXPENSES!$B:$B,EXPENSES!$D:$D,"",EXPENSES!$A:$A,AD$2,EXPENSES!$A:$A,AD$3,EXPENSES!$C:$C,"PERSONAL")
Any thing missing
Hi Hanif Hanif,
Change the Date formate into (DD/MM/YYYY) in cells S2 TO AD2 (START) till S3 TO AD3 (END) in sheets PERSONAL & BUSINESS
Also Change the sheet BALANCE in cells M2 TO M13 (START) AND N2 TO N13 (END)Date formate into (DD/MM/YYYY)
Currently the date formate in the cells are in (MM/DD/YYYY) MONTH-DATE-YEAR
Good guy
Thanks!
Please Available Finance Tracker 2.0
Fantastic, informative video. I would like to create a similar google sheet and form piece for my personal finances. I do not need the business segment, but everything else is great. I would just download the free file, but I have more categories and sub-categories. So I clicked on the link for the mini-course that you said was less than $10.00, but it says the cost is $18.00. Please let me know. Thank you!
Thank you for the feedback! Yes in the course I have a lesson about how to add and remove categories. And yes that’s the up to date course price.
Thank you for the expedient reply! Two additional questions, in the free video you did not demonstrate the file attachment feature. 1. Can PDF’s be attached also. 2. Do the file attachments end up in the spreadsheet in the same row as the transactions, if not where do they get filed and how can they be referenced back to the original transactions.
1. You can create a google form and allow a question to upload files and try it out. It will be the same effect. (Short answer: yes PDF upload is included)
2. Yes it will appear on the same row AS LONG AS you include invoice at capture. You can also do this manually later by uploading the invoice to google drive and refer the file link on the sheet.
Hope this helps.
What if I gathered all my receipts at the end of the year and use this to upload all my receipts, how do I arrange it by date? Or if I started mid year and want to upload previous month's receipt?
I'd create another input option called MONTH, then calculate based on this new column instead of Entry Date/Time.
I am concered for privacy as it says conform subscription to finance tracker etc. what kind of data is recorded at
your end
I don’t store any of your data except your email for the tracker template link delivery. The entire system is built on google sheet and google forms. Hope this helps.
Hi when completing the expenses form it requires me to sign in, is this normal?
It shouldn't ask for sign in, or if it does, you just need to do it once.
when I open the link for expense tracker it says the the expense tracker is no longer accepting responses, any idea what's going on?
Have you downloaded the latest tracker and installed it correctly? The form needs to be linked to the sheet.
How do you track bills that are already on autopay? Like reccurong expenses that vary with sales taxes etc. ? Like would I have to manually log into each bank account everyday so see wgat was auto debited?
It can be accomplished with scripts and setting time trigger (once per month). Stay tuned for future videos.
@@tariosultan Thank You! Please
@@tariosultan Did you do a video for this? I'm also interested to know how to track a calendar year but also reference a financial year
Is there anyone you can take a photo of receipts right out of the google form? It would be easier than taking the photo and then navigating to that photo via the gallery in the form.
I'm not too sure about your question. But the receipt uploading part is done on Google Form the last step.
Hi, I dont have "Add to Home Screen" - video at 16:58 (timestamp)
I had this issue too. Make sure when you tap the link that you tap on your default browser, whether it be safari or chrome. It has to be the default one or for some reason the add to Home Screen button wont appear.
Hello , Great job!
On business expenses page when I replace expenses I’m not getting $0.00
Make sure it's all capital letters and how I exactly do it in the video.
@@tariosultan I am having the same issue. It says no match found. I tried the entire process twice. Even though it is not working for me still thank you for sharing.
How do we track different years? Whenever I change the timestamp to any other year instead of 2021, the data doesn't get collected in the Expenses Summary sheet for personal/business
or better yet. How do I track July2022-June2023 for that financial year
Duplicate the entire sheet at the end of the year and use FIND AND REPLACE feature by google sheet and search 2022 within the formula and swap to 2023. Done.
@@tariosultan in Australia the financial year is July 2022 - June 2023. Is there a way to track the second half of 2022 and the first half of 2023 in the one sheet?
Check out the mini course I made, where I cover everything and built it from scratch. But long story short... What you need to tweak is the date calculation so the sheet will pickup 2nd half of 2022 and 1st half of 2023.
Hello, income and expenses tabs are in year 2022, but personal, business and balance in 2021 - if i don't change the transactions date manually to 2021 there is no records in tracking expenses and balance tabs. How to fix it?
Great question!
Each year, at the end of Dec, I'd duplicate the sheet and create another version (+ improve it) then use it for the following year.
This way, I have 1 sheet per year.
You can go to the template link sent via email, that template has been updated to 2022, feel free to make a copy and use it for 2022.
In the mini-course, I mentioned how to use "find and replace" feature with google sheet to replace the year number from "2021" to "2022" with a just few clicks. (So you duplicate, then replace the year, then save, done)
@@tariosultan Hello Tario. Tahnk You very much for fast response and Your help. That was pretty easy after when I read Your comment - I just used find and replace feature. Many tahnks and You have got my Subscription! have a nice day.
Most welcome!
If i customized the categorization will it still work?
The mini course I have, teaches you how to add and remove category, if you just grab the template and customize the category it won't work right away, unless you tweak the formula.
Its not downloading for me :(
Hi, if I get business income and then I want to transfer and pay myself into the personal income, can I do that with this?
Yes! This is what I'd do:
1. Do an expense (subcategory: payroll/payee)
2. Then do a personal income in the income form.
@@tariosultan awesome, thanks man!! Just found your page and i'm loving it so far! especially the crypto videos as I am brand new to the space (1 month old)
Amazing! Glad you found some value here! Welcome aboard! :)
@@tariosultan I added in some business income and it shows on my income tab for business but it doesn't show up in balance tab under business? Is this the correct statement for July "=SUMIFS(INCOME!$B:$B,INCOME!$A:$A,R8,INCOME!$A:$A,S8,INCOME!$C:$C,"BUSINESS")'?
How do i track different years bro? Is there any way to add a drop-down year option?
At the end of each year, I just duplicate the template and use it for the new year. (each year has it's own sheet). This way, it's super easy to organize + you can have a master sheet to display each year's financial data.
@@tariosultan how can i do that dear? Did you make another sheet which have year shifting drop down menu or something special 😍
Mint. 6:30 I can’t get there 😢
HOLY GAME CHANGER. THIS IS GOING TO MAKE ME SO RICH! THANK YOU HEHEHEHEHE
100%!!! It transformed my finances, period!
Enjoy Jess!
@@tariosultan You have no idea. I tried all these other apps and they never worked for me. Your instructions are so precise, it made it so easy for me to understand. Seriously, thank you from the bottom of my heart. Keep being awesome !!!
You're very welcome Jess! Enjoy the tracker! May you never be the same again!
its not sending me the email
have you checked spam?
Too much complex I have more simpler one
hey buddy, how does one change the currency to INR or any other currency?
would be great if you could show a way to pull data from the bank statement into the sheets and the form -so that this could be done just one time and not evrytime with adding and expense or an income. Any thoughts?
If banks allow API, it could be done. Since there’s security concerns, so it’s hard to do that unless they allow you to download CSV every month that you can import into google sheet.