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Budget & Expense Tracker | Google Sheets Template

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CAD5.00
CA$5.00
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See exactly where your money goes, for any period you choose. This Google Sheets budget and expense tracker lets you log every transaction, compare your budget with what you really spent, and reconcile your accounts with your bank statement. View a month, a week, two weeks or your own dates with one click.


WHAT'S INSIDE


- Dashboard: pick any period (monthly, weekly, every 2 weeks or custom dates) and see income, spending, savings and what is left, with charts for spending by category

- Transactions: log date, description, category, account and amount. Income or expense is detected from the category. Tick Cleared when it shows on your statement

- Budget: set one budget per category and see it for the month, the week or every 2 weeks, compared with what you actually spent

- Reconcile: type your statement balance for each account and see straight away if anything is missing

- Monthly Summary: your whole year, category by category, with monthly totals

- Setup: choose from 25 currencies, add your own accounts and your own income and expense categories

- Start Here tab with simple instructions


TWO VERSIONS

You get a sample version filled with example data so you can see how everything works, and a blank version ready for your own numbers.


HOW IT WORKS

1. After purchase, download the PDF from the link in your confirmation email.

2. Click the link in the PDF. Google asks you to make a copy, which is saved to your own Google Drive.

3. Set up your currency, accounts and categories, then start logging.


GOOD TO KNOW

- Works in Google Sheets on computer, tablet and phone (editing is easiest on a computer)

- A free Google account is needed

- Not made for Excel or Numbers

- This is a digital product. No physical item will be shipped

- For personal use only. Please do not share or resell

- Because this is a digital download, returns are not accepted. If you have any problem, email me and I will be happy to help

You will get a PDF (30KB) file