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How to Customise your Expense Tracker | Debbbag
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- čas přidán 14. 08. 2024
- Walking you through all the ways to customise your expense tracker so it's perfect for your lifestyle and needs :)
00:24 1. Change category name
02:43 2. Change category colour
04:22 3. Add category
08:22 4a. Adding income to the expense tracker form (How it works in the new template)
10:16 4b. Adding income to the expense tracker form (How to update your expense tracker to include income)
12:57 5. Change year
15:21 6. Change the country + currency
Download the Expense Tracker here: deborahho.com/...
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Hey everyone if you love and use this tracker like I do don't forget to buy Debb a ko-fi so creators like them can continue their hard work!
Hi! I randomly stumbled on your video on TikTok. I just spent all day today editing, updating and inputing data. I cannot tell you how happy this makes me. I am a super organized person but struggled to find a good (free) app for my finances. I am so so excited to see people like you doing stuff like this! I already read another comment saying that you could make a profit out of this and I completely agree. There would be tons of people interested plus having your youtube videos as a support would definitely make it a success. Thank you so much and continue doing what you're doing! It's great!
Thanks Gabriela you're too kind! :')
I personally really don't like paying for things (haha) so that was definitely the incentive to put up the expense tracker for free, especially for people who are struggling with their finances. I honestly don't think it would've gone as far as it did if I asked for payment (even $1, or an email signup).
I've honestly been so flattered by the amount of nice comments and generosity people have shown me (e.g. translating the trackers into different languages) - it makes it all worth it and motivates me to keep making cool stuff ^_^
That being said, I'm a one trick pony and the Timeblock Planner/Expense Tracker is all I have (haha).
I just spent my morning creating and customising my own tracker and OMGGGG the satisfaction of having it completed. THANK YOU SO MUCH FOR THIS!!
This tracker is amazing. I was working at one of my own when I came across yours and it is just perfect. Congrats!
I saw you on TikTok and was so worried, I couldn't find it again! you are amazing! thankyou for your resources!!!!
Thank you so much you're absolutely amazing and talented in creating this - and for free as well! I can't tell you how much I love it, it's honestly exactly what I needed and the amount of effort you've put in is soooo appreciated
This is literally the best thing in the world!! haha I have a questions, what can I do with my savings, should I add a column for "savings" ... I'm not very clever with financial stuff and not sure if I could add it as an expense?... or! I should do a new column next to the income column, right?? anyway THANK YOU!!! THANK YOU SO MUCH!
it would be easier if you added a new column next to Income. then add a category in the Google Form for Savings. and continue to do the same with the Google Sheet, color code, rename, etc.
Treat it as an expense if you are someone who is employed. That way you can see how much of your salary remains after you save.
Hi, I downloaded a bunch of trackers this week and ended up getting frustrated and deleting them all. I stumbled upon this video trying to get some help with customizing Trackers and decided to give it a try before i spend some money in order to keep track of my money and i just love it! Extra thanks for making this video to help customize the tracker! Now i have every category that i need, where i need it and nothing that i don't want. So grateful that you have something of such great value and have it available for free. I do owe you a Ko-fi!
Thank you so much for creating this!!! I already used google sheets to track my expenses, but NEVER thought of creating a form and was nowhere near as elaborate as your template!!! Sooo using this from now on instead!!!! You rock!!!
DEBORAH YOURE THE BEST HUMAN BEING IN THIS EARTH!! THANK YOU THANK YOUU
I'm obsessed with using this tracker. Thank you!! -- Now that there is a new year coming up, I'm excited to use this tracker for the entire year!
Yesssss.... adding income to tracker... Finally!!... Thank you!
Thank you so much for this video and the template! getting my finances under control feels great as a young student
OMG, your accent is music to my ears! thanks, great video!
hehe
I'm so happy with my tracker! Thank you for sharing this for free :)
I found your tiktok on pinterest and it's the best that has happened to my family's finances.
Just want to say thank you for sharing this with the public. i personally dont know how to use excel so this would take me probably days to create. i've been wanting to budget and track my expenses since I'm becoming more of an adult. just wanted to show you my appreciation!
Hi! Just a question, what about adding an automatic payments? Like weekly rents and subscriptions like netflix? Thank you for sharing this btw its gonna be a big help to see my expenses easily. ☺️
I was wondering the same thing
i think she added a separate column for subscriptions like netflix
This answered all my questions simply and clearly, thanks so much!
Amazing template, I love it!! You did such a great job. You should start charging for it!
Before you do though, I gotta ask you a question. Would there be any way to divide your Income into sections? I have multiple jobs and it would be cool to see everything individually!
Thanks :)
Just copy and paste the income column. Then relabel the new column the type of income, and repeat this. Then add the colours, and add the option to the form and it should do it automatically.
Okay, so I added new income section columns for
multiple jobs. But now my problem is that I have created it in sections, but I still want a total income column. I’ve created it, but it doesn’t generate on its own like the total expenditure column does. Does anyone know how to help me with this?
Emily Lucas lets say you've put two jobs in columns O and P and your total income is in column Q. Lets also say January is row 2. In the formula bar for January in the total column (Q), type "=SUM(O2+P2)". So, in Q2 in the formula bar, type "=SUM(O2+P2)". Substitute letters and numbers to suit what you have‼️
Girl I used to be able to do all this conditioning and changes in formats so quick and now I gotta follow your instructions to the T because I've forgotten it all. Love your work!
Thank you so much on not only sharing us this amazing google sheets but giving such an incredible step by step tutorials for everyone this was super easy to understand! Thank you so much for your time!!
Thank you so much for this sheet, it is so awesome! I edited it to suit my personal budget and it is better than any paid or free app I've ever used!
Thanks for creating this! Found you on tiktok :)
Thank you SO SO MUCH, Deborah! This is incredibly helpful and will help keep my life organized. You just got yourself a subscriber! Keep pumping out more content!
YOU ARE AMAZING!!! Thank you for your hard work and willingness to share! God bless!
After adding a new category, be sure to also change the fields in the "Total Expenditures" column. In this example all the M would change to N.
I have only just downloaded this but already feel like it will be so helpful!!! thank you so much!
Thank you so much!
I actually prefer having a separate income tracker. I like knowing exactly where all my money is coming from and grouped separately like in the original design.
Also, I wish you demonstrated how to make a new copy for the new year💀. I customised a bunch of stuff and really didn't want to do all that again
Thank you so much for this!! All your videos are super helpful. I can’t wait to use it regularly :)
Thank you so much Deb!! This is amazing! I just downloaded the forms and I'm excited to use this!
does anyone know of a way to make the rows by weeks instead of months? I tried just changing it but it didn't work.
Hope you included the savings and investment to the tracker so we can also see our overall financial position. :)
Quick note for entering not whole numbers. In my currency(Bulgarian lev) the number is devided with a ,(comma) and not with a .(dot). So if I want to enter a number like that it won't let me. I went in the form and changed the field format to be text and not number. So now I can enter 11,34 and in the spreadsheet it will recognize it as a number even if the formatting is done as a text in the form. Works great for now.
You're an angel and so smart and thank you so so much
Hi ! I'm in France and here numbers with decimal are wrote 3,15 for exemple and not 3.15 so when I do write 3,15 in the form my answer is not accepted but when i write 3.15 it's accepted in the form but not in the sheet because the format is in euro so with a comma and not a point.
Could you help me ?
thank you so much by the way, this expense tracker is gonna change my life ;) ;)
Yes same problem here! How to change the country settings of a form...
OK so (temporary) fix: go to the Form, edit the question "Amount", and remove the requirement that it has to be a number. You can now input an amount the sheet will accept.
@@mirtehelena5175 I tried something that I think it works permanently. Go to the Expense Tracker Form, on editor mode, go to the questions and switch the "Amount" question from 'short answer' into 'paragraph', then you'll be able to write with a comma instead of a dot. It worked for me, I already tried to add a bunch of entries and they are all connecting well with the spreadsheet.
Wow, this is amazing! Thanks so much for the template, and this vídeo it's awesome! 😍
I know this is kind of an old video. But how do I deal with buying on Credit card, and then paying credit card bill? If I buy 500 worth of groceries on credit, and then pay 400 dollars to my credit card under the bills column then it pings my monthly budget for 900$, but that isn't what I spent. I don't necessarily need to track my credit card balance though.
Anyone else having trouble with the form adding new entries starting several rows down from the top, even after deleting the "sample" ones?
I am, havent been able to figure out how to fix this
Try deleting the sample rows by right clicking on the row number in the y axis, then selecting delete entire row (like at 2:35). I was having this issue when I was just highlighting the info then pressing delete on my keyboard.
@@festiefever19 Thank you so much!! Turns out there is a difference between hitting the "delete" key and right clicking to choose "Delete rows 2-13". Finally got it!
Hi Deborah! Could you please do a tutorial on how to turn the 'Month' column into Date as id like to track 'daily expenses'. For example I'd like the column to read 25 July 2020
YOU ARE A GENIUS AND A LIFESAVER THANKYOUUU
Is there a way to auto fill the purchase date with the current date when you open it up?
Sort of, make the purchase date not required. So you can save without it and then in the Monthly Expenses tab update the formulas so that wherever it uses Purchase Date, it instead uses the Timestamp column.
Alternatively, you can be really fancy and instead have it check the Purchase date column if the column is blank it'll use the timestamp, else it will use the Purchase Date. For times when you forgot to add it to the specific date.
i was wondering the same thing so heres what i found. Theres no auto fill button if youre using it on an iphone. but if youre adding your expenses from a desktop, if you click the calendar button theres a small blue link that says "Today" that'll auto fill the date to TODAYS date. i havent been able to find anything else.
Great video! Thank you for explaining this well.
Thanks for this. But I have a problem, when I put my expense, they go in the Expense dashboard . But they do not go on the main dashboard. Can you help me ? (And sorry my English is really bad)
Make sure your formulas are right, the date is being read correctly (DD/MM/YY vs MM/DD/YY), the categories may be named incorrectly as well
Love this! I have a question though..can you think of a smart way to track, if you are two people, who paid for what. Me and my partner use a sheet to track costs for the month and then by the end of the month we split the costs. Our set up is not as nearly as nice as this would be amazing to use this somehow.
if youre using 2 different cards you can create a new question. I used the last 4 of the card to distinguish between the two. If youre using the SAME card you can create a new question with just your names as multiple choice selections then you'll have to create a new column in the sheet.
Thank you for the expense form. But what if you input something and it goes to the weekly overview and not the monthly overview or visa versa.
what would be the best way to add current account amounts? (Savings, checkings, roth, etc..)
Is there a way to add 2 income tabs? I am trying to keep my wages vs my tips separate. I am finding when I try to add the second it’s deducting as if it’s an expense rather than adding as if it’s income. Thanks!! 😊
Really great tracker, thanks!
What a great file! Thank you. Question: When I add a a new category and change it in the graphs below it won't have the same colour as above. Any idea what I am doing wrong?
Would I add my debts the same as I would add the income?
This is amazing! You’re amazing! Thanks so much xx !!
Hello! I absolutely love this and cannot wait to start using it. For some reason, though, the conditional formatting is not working on my expense tracker sheet (that imports from the form). I double checked, and all of the formatting is there, but is not appearing when I input data. Not sure how to troubleshoot this. Anyone else?
Did anybody have any trouble with the expenses showing up in the tracker after switching the country + currency? I switched mine from USD to EUR and when I put in the expenses it shows up on the expense tab on the spreadsheet but not in the actual tracker.
Thank you so much for this! I wanted to know if there was a way to make the colors for the incoming expenses come though when it populates. Like bills show up red but I cant get my other ones, like health or subscriptions, to auto populate with a color it just shows up. I'm sorry if you have answered this question already I've watched every video multiple times but can't figure it out? If you've already address this can you please point me in the right direction if that video.
Hiii! Any idea why when adding a new amount it appears red, but only in the "Weekly Overview". I have no idea why as my weekly budget is greater than the amount spent! 🤔
Thank you very much for this resource 💗💗💗💗💗💗
Love it, thank you so much for sharing it!
Could anyone tell me how I can adjust the week.month intervals to match my fortnightly pay cycles instead of just Jan/Feb etc (would rather block it with my pay i.e. 10th Jan - 24th Jan, 24th Jan - 18th feb etc)
I think you made this vid right after i got your Google sheet (Thanks btw 😊) and I don’t use GSheets so I had to figure out literally everything in this video as I edited it to my needs 😂 Welp now I know how to use Gsheets 🤷🏽♀️
I didn’t know you could just copy past the formula and have it automatically apply to the correct column so i analyzed the formula for what changes in the columns then copy pasted then manually changed for the values for the income column (it was only like two things but could have taken me less long 😭🤦🏾♀️)
When I made this tutorial I completely forgot how the formula worked so I had to relearn it again haha - I'm always learning on the go and definitely not an expert :') Glad you figured it out!
Deborah Ho Yeah it was simple and quick to learn/figure out XD but I’m glad you made this video because even thought I did it without knowing what the formula meant I still wanted to know lol
Amazing work, thanks a lot !
Hello! I have done what you show in this video to change my currency to Mexican pesos. However, the currency keeps showing Euros. What can I do?
Do you have a costume action for someone with incomes and expenditures in two different currencies? Is there a formula with the current google conversion rate?
Great tracker, thanks so much for sharing! Question- how would you recommend tracking combined household spending, like if I share the tracker with my family and want to show who's spending what. Thanks again!
if each family member has their own card you can add a column with for "payment method" and add the last 4 of their card so you can see which card is spending how much.
Hey I was wondering if you could tell me how to zero out the budget line or is it a manual input and I can just clear each line and input my own values?
How do you get the calendar symbol when entering purchase date? I don't have it
Absolutely amazing! I'm gonna used it next year for sure. But I have one doubt: in my form, the date formate is MM, DD, YYYY. How can I change it?
Hi, has anyone had any luck with updated the Expense Tracker 2.0 Version? I tried and it seems to mess the Graphs up
Your tracker is amazing and it helped me a lot but I live in Jordan and it is not present in the Countries list what do I do?
As long as you select a country that has the same date format + timezone + currency as Jordan, the sheet will work just fine for you :) I had my country set as United States (instead of Australia - where I live) for the longest time and it didn't really affect my data.
Also I would contact Google about this anyway because they probably don't realise they should have Jordan up as an option!
Deborah Ho Ok thank you so much for replaying. ♥️
Hi! Love the template and thank you for making it available to everyone! Is there a way to create a pie graph like the one you have at the bottom right for each month? Instead of one for the whole year. Thanks!
Here's what i did. select the entire row for the month you want AND the entire row for the categories at the top (B1-P1) then Insert>Chart>Pie Chart. You'll have to change the colors to match your categories then you can rename it "september 2020" or whatever you want. It should also auto update whenever you add a new expense
I copied the 2.2 income tracker. Income form is not working, I followed your instructions if this did not work I had to create a new form and it still does not show up on income spreadsheet. Can you help me?
Thank you for the tracker. It super cool and very helpful. I never even thought that tracking expenses can be so easy but at the same time so fun. I have a questions about the date part of the formula. Instead, starting the month from the 1st till the end, I would like to start from the middle till the middle of the next month. How can I do that?
I don't understand I did a copy but whenever I would add something but nothing happens...? It's like both sheets aren't linked. Can you help me?
Hey Deborah, I love your videos. I have a question, hopefully you can answer it. There is something that has been happening to me, I had to delete an expense on my excel sheet and google form, and when I added the correct one, it just jumped down 2 cells on the sheet, how can I fix this problem?
Hey Deb! Please help me understand, what do i do with transfers between accounts? What's the best and easiest way to manage them?
What you can do is have your income act as your main account, and make a new category for every bank account you have (e.g short term savings, long term savings). So when you 'transfer' money into your savings account you can add it under thar category and it takes money from your income and puts it into your category 'Short Term Savings'. When you take money out of your account 'Short Term Savings', just put it as a negative (-$300). That money will go back to your 'Main Account/Income' :) Hope that makes sense!
You are incredible! Thanks so much
Hi, thank you so much! Why not delete expense tracker 1.0? I cannot get the "form" for Expense Tracker 2.0.... how do I do that? I tried and it didn't delete... does anyone know? Thank you, again, Deborah!
Thanx for this video. Not everything goes so smooth though 🙈 I've changed my country to Latvia and it gives me currency in Lats& Latvia is a part of European Union and we have Euros since 2013 😂😂😂 I think, Microsoft is kinda stuck in past a bit... And another small problem, in fist graph new series color wouldn't apply and i cant change it. Does anyone know how to change it? Second graph works good.
I have the same problem, look like i will have to go with your option.
Does any one know how to format the numbers to commas instead of dots?
Thank you for this! really helps! But also ran into another problem 😅 When I added categories to my expense chart, the doughnut chart disappeared. What do I do?
Wish there could be a way to prefill the form's date with today's date. Anyway to do that.
PS: You a literally going to save my life with both tools.
Sort of, make the purchase date not required. So you can save without it and then in the Monthly Expenses tab update the formulas so that wherever it uses Purchase Date, it instead uses the Timestamp column.
Alternatively, you can be really fancy and instead have it check the Purchase date column if the column is blank it'll use the timestamp, else it will use the Purchase Date. For times when you forgot to add it to the specific date.
Hi, and thanks very much. Does anyone kmow how to change the values from $ to Kms(kilometers). Thank you kindly.
bless you! I appreciate this so much!!!!!!
Is there anyway to convert this from monthly to fortnightly? I get paid fortnightly and my payments etc are also fortnightly. Thank :)
You can enter amounts for income or any expense as many times as you need. I'm casual and get paid weekly so I just enter the amount I get paid on what day each time I get paid. So if I get paid four times a month there will be four income values in the tracker.
In Brazil there's always an option to split an expense so you can pay it during the months to come. An example would be: I bought a coat that costs $300, but I want to pay it during the time of 3 months, so my credit card will charme me for $100 during this time. It's not ideal but we use it a lot. Do you have any suggestions on how to apply it to this spreadsheet?
I would probably input 3 x payments at once ($100, $100, $100), but set the Purchase Date of each $100 to be different months (Jan, Feb, March) - that way you do it at the same time, but they payment doesn't show up only in the one month :)
Hello! Such an amazing tool! one question, could you show us how to set as default the current date on the form? and make the date field optional in case we want to use it and add a date different than the current?
I'm not too sure if Google allows current date to be set automatically, you have to select it from the window...
However to make the date field optional all you gotta do is just untick the "required" toggle when you set up your question in the form :) You can do that with any of the questions.
Thank you so much, I really appreciate you for sharing this. Is there a way to have automatic payments like rent for example. Thanks.
Hi!
Thanks so much for this form.
I´ve changed the currancy according to this video. It works in the tracker.
I live in Europe and now my form glitches. The tracker displays numbers as 5,78 but the form won´t let me fill in a comma. So any new expenses I fill in the form aren't documented correctly.
Do you have any idea how I can fix this?
I followed the instructions in the video. The dates format is correct, nothing is added to the chart when I input an expense in the form. The form recognizes the correct entry, nothing is reflected in the monthly expenses. I know it's some simple formatting and I can not figure out why it won't reflect my expenses. It works if it's the preset categories the original copy of the chart has. It's like if I change the name of the category, the formatting does not recognize the change and results in nothing in the monthly expenses...?? Cheers from Canada
I was looking for this comment. I have the same problem. Anyone have a fix yet?
why does it matter to change the locale? just trying to set this up for my niche currency of Icelandic krona
If anyone else wasnt having the expences they put in show up on the monthly page like I was I fixed it by changing it do it had the full 2020 year instead of just putting in 20 like I had been. I realise now it literally says to put the full year but just in case anyone else was here trying to troubleshoot wanted to help out
Hey there, I am following this tutorial but it wont let me have access to the expense or income tracker. is there a trick to this? Thanks!
How do I get the starting day of the week to be Sunday instead of Monday?
Question: how would you be able to edit it so that you can change your currency that you are paid in (ie if you get paid from different jobs in more than one currency)
Hi, I added new categories and adjusted my data range on the bar graph but it still won't automatically add new additions from my new categories. Is this a problem with the code and how do I fix this?
This is amazingg thank you so much!
Love this! 1) is there a way to add in the type of payment used for purchases, for example cash vs card? 2) Is there a way to add a breakdown of expenses daily/weekly instead of just monthly and yearly? Thank you!
yes, if you go to the Google Form you can add a new "question" and rename it "Payment Method" You have the choice of making it a short answer or multiple choice. I chose multiple choice since i only have 3 credit cards so I just added the last 4 numbers and a cash section as well. then I can select it whenever i input a new expense. you'll have to create a new column under the Google Sheet for Payment Method. Hope that makes sense. I also added a column for receipts so i can take a picture of the receipt if i want to.
@@samvelking that makes sense, but then how would you add a column for this in the monthly sheet that automatically enters that data? I guess I'm asking how do you get the sheets to talk to each other? I'm sure there's a formula, just not sure what it is
Katie K so I have 3 sheets open on my expense tracker sheet. 1) is the monthly expenses sheet, which tracks the daily expenses I add with the Form. 2) year 2020 with the months separated like she did. 3) year 2021 same thing.
On the monthly expense sheet you can create a new column and label it the same ie "payment method" and if you add a new question on the Google form and label it payment method it'll automatically add it in that column on the monthly expenses sheet or at least it did for me
I downloaded your expense tracker last week and it is so great! I think it will be really helpful for my personal and business finances. I do have a question. I edited my first, red column to be “rent/utilities”. I have edited other columns and had no issues. However for some reason the expenses I am inputting into this column are not registering. Can you make suggests for how to fix this? Thank you so much!
did you change the category label under the Google Forms to "rent/utilities" as well? it wont track unless you change both
It does not work, I change the name category just like she does and while it does change the name certainly, it is not added in the expenses list in white on the other hand. What am I doing wrong? Help pls, thanks
Also adding a expense like she does in the video and while it is added into the expenses list, it does not appear in the main dashboard.
I have the same trouble trouble too!
Me too!
Hi. I did it all and then when changing country and currency something didn't work. When I do the form and add like 13.99 it goes into the expenses file but won't go to the main dashboard because it's euros and we use comma instead of period. How can I fix it?
Check out my tutorial on changing it to Euros :')
hi love this. quick question how do you change the monthly budget?
Just click on the cell and type your budget :)