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Updating your Expense Tracker for the New Year | Debbbag
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- čas přidán 14. 08. 2024
- This tutorial is going to teach you how to update your Expense Tracker for the new year! Super simple and there's a few ways to do it. Pick the one that suits your lifestyle :)
Timestamps:
00:32 How to change the year
02:11 Intro to different yearly versions
02:22 Version 1: New Tracker + Form (+ Template)
05:51 Version 2: Same Tracker + Form, New Dashboard
08:29 Version 3: Using the Same Tracker, but with a New Form + New Dashboard
Download the Original Expense Tracker: deborahho.com/p...
Customisation Tutorial (Includes Conditional Formatting): • How to Customise your ...
Watch my original Tiktok - where it all started:
www.tiktok.com...
Buy me a Kofi: ko-fi.com/debbbag
Website: deborahho.com/
Tiktok: / debbbag
Instagram: / debbbag
Twitter: / debbbag
Back again for 2024~! I've been faithfully using these trackers since 2021, and I could not thank you enough!! Another coffee has been sent ^-^
Thanks! I started using mine about four months ago after I saw your Tiktok and it has been a lifesaver!! I customized it a lot to fit my lifestyle and it's the only expense tracker I've been able to keep using, definitely updating it for 2021!!
Omg that's great!!!
Used this again for 2022 after using it for all of 2021!! Thank you so much for making these trackers, they are INCREDIBLE.
Annndd going strong into 2023! Still loving it!
Oh my gosh I was getting back on track after the holidays and I couldn’t understand why the dashboard was not updating! Thank you so much for the update
Thank you so much for this! I made an expense tracker in August after I saw your Tik Tok and I have been using it ever since, it is such a simple and organized way to see my money. I was wondering how I'd be able to make a new one for 2021 and of course you had this video about it!!
😌
Literally me right now
Sending you another coffee for 2022 Deb, thanks for another year of easily tracking all my spends (I'm slowly converting *some* of my friends). Hope your holiday break is treating you well 💖🙏
Back here in 2022! Thanks so much, Deb.
I return to this video every year :)) thank you
wow, convenient timing. updating my tracker was my one goal for the day and now this will show me how!
your expense tracker is a lifesaver! thanks for making this 2021 update!!
Hey I've been using this tracker since August and it's the best thing to happen to me THANK YOU SO SO MUCH
make a video about how you can add to your dashboard (or make a new dashboard) a summary of few years (expanses vs incomes) so you can analyze how you doing in the big image... 🙏
Great videos BTW! thanks!
Hey so I'm everything works great when entering the expense info on the form, and it does register. But it doesn't register on the Monthly tab of the sheet. How can I fix this?
Is the exactly same thing in the weekly overview?
Thank you 🙏🏾 this is a game changer for me. Will definitely use it in 2021
I love this tracker & have used it the last 2 years. When I made a new tracker & form for 2024, the expenses that I put in are showing up on the main dashboard tab just fine, but there is nothing in the expenses tab. Do you have any suggestions as to where I went wrong? Thanks so much!
I'm having an issue when copying over the tracker, I know you're only supposed to copy the tracker sheet and the forms will automatically copy, but every single time I try to copy it over (the 2.2 version), only either the expense form will copy or the income form will copy ): idk what the problem is
You can also copy and paste the conditional formatting from another cell! :) Just copy the cell which includes the conditional formatting and paste formatting to your selection. (You need to click "paste format only" or something from the dropdown that comes up while pasting.
Plus huge thanks for making this! I also customized this to work for us plus I made up an appsheet.com app to upload all the purchase actions from phone! Greetings from Finland!
@@Henkkamachine Hi, could you please explain to me how you did it, please?
You are amazing, thank you so much!
I've been using this tracker since last year and it's helped a lot! I was wondering if you could help me? I get paid on the 25th of every month. Is there a way I can customize the dates to reflect ranges from the 25th to the 25th instead of a calendar month? Thanks so much!
Awesome video, but my form is not working, can not add the dat :(
yay thank you!
Hey, i am using one of your older forms and the date format on that was mm/dd/yyyy, and I have been trying to amend that to dd/mm/yyyy, but I cant figure out how to do that.
Hi Deb. I made my own yearly trakcer following your tutorial and im able to install it in my phone! yayy. but i cant seem to find your video on monthly expenses. Where can i find it? :)
Thank you so much! It's a really good expense tracker!
Do you know the fastest way to fill out the expense form from your cell phone?
Hey Deb. I saw you all videos about this trucker. But saw 1 thing that don't know how to get solve....you input values without cents....for example electricity bill is 56.48€ and looks that you will use only 56€. Any ideas how to solve that? I found that I can input in form but with "," comma but trucker didn't recognize so have to change it manually
Check out my Euros tutorial 😊 It shows you how to change it!
Hi, I have really loved using your expense tracker it’s made such a difference to my budgeting. I was wondering if there’s any way to get a weekly breakdown or format it to do so? thank you!
Thanks for this great tool! It's awesome. I downloaded the expense + income tracker 2.0 and I having issues with the dashboard. When I enter an expense, it doesn't show up on the dashboard. I have checked for spaces and the year is 2021. Any advice?
After converting the Google sheet to excel, is there a way to still be able to get Google forms to ‘talk to’ excel?
Since I've done this new entries into the google response sheet don't populate in the tracker. Can you help me out?
Check out my data transfer video, I just posted it :)
Hey Deborah! I really loved your exoense/income tracker. I used it mostly as the end of 2021 and decided to follow throught to the new year. Unfortunately, after downloading the new version and following your steps, I ran into a small issue and im not sure if it related to your programing or if its something on my side. So im just throwing this out there to see if you know anything. The issuse is on google sheets or docs when trying to delete your examples off your template, a lot of the the tools are greyed out and I cant really edite anything. Please if you know anything or have any ideas, I would appreciate it! Thanks Jon
Thank you for this!!! I do have a question, I did the first version and when I went to put in the example to make sure it worked it showed up on my dashboard but not in the expenses tab. Do you know how to fix that? Thanks again so much for making this happy new year!
hii this is so so helpful! i was wondering if there is a way to adapt this to work for my partner and i. ideally we would input our expenses to the same sheet, but have separate sheets for our dashboards. another problem is for expenses that need to be split - probably a separate sheet for those... is it possible to write SUMIFS statements with multiple criterion?
This has been such a life-saver! I tried your second method where I create a new form and tracker, but the google survey results are no longer populating in the tracker? Any advice on how to fix this? Thanks!!
Make sure you change the year in the tracker, it populates based on the year.
Is there a way to put your fixed expenses in once so you don't have to enter them every month?
You can manually enter them in the responses excel sheet (The one with the timestamps). So instead of going through the form you just type it in as you would regularly and copy it over 12 times (for monthly expenses)
So normally you'd see this:
TIMESTAMP | DATE OF EXPENSE | EXPENSE CATEGORY | HOW MUCH YOU SPENT |
17/12/2020 20:34:11 | 07/12/2020 | Misc | $8
But you can IGNORE the TIMESTAMP column and do this:
DATE | EXPENSECATEGORY | HOWMUCHYOUSPENT |
07/12/2020 | Misc | $8
07/01/2021 | Misc | $8
07/02/2021 | Misc | $8
07/02/2021 | Misc | $8
....all the way till when you please.
Definitely useful for predictable and consistent expenditures like phone plans/internet bills/gym memberships etc. Bit of a setup process at first but you'd only need to do it once a year (hopefully haha)
Hope this helps!
hey Im getting a few bugs that I have no idea how to fix. For starters I had an issue while using it were things i added in via the google form would sometimes duplicate. this only happend a few times, so i went in and manualy deleted them, but since then when ever i add things in via the google form it skips a line sometimes leaving random gaps, it dosent affect it but it dosent look as nice. this has also seemed to transfure to the new google sheet, where it will start writing the data on the 10th line insted of just starting from the top?
i really loved this expence tracker and have been using it since august religiously and would love to use it in 2021 I just am really struggeling to set it up properly!
Delete the whole row, not just the data in it, I think Google does that to prevent any overriding of data.
As for the duplication thing, I think it's a bug with Google sheets and forms so you'll have to contact Google about that when it happens because it's never been an issue for me but has for a couple of other people (I can't troubleshoot it because it seems to only affect a handful of people 🥺)
If you have a handful of gaps, just delete all of those rows, it won't affect your data :)
@@debbbag omg thank you so much! I will try thease in the new year, thank you for such a helpful resource!!
@Maddy I get the same problem regarding the gaps and starting from the 10th row... have you been able to solve it?
For the List of Expenses/Income, is it possible/a way to make a line as a row ending/marking the end and start of a New Year please?
Yep! Once you input your first purchase for the new year, select that row - right click and insert row above :) You can colour or highlight that row as a marker
Tysm @@debbbag , appreciate it‼️😭🙌🏿👏🏿🤦🏿♂️
Is there an easy way to update the Weekly Overview? I'm guessing no because of leap year?
Yep! Change the dates of the 'Week Starting' - Do the first two weeks (27th Dec 2021, then 3rd Jan 2022), select both and drag it down to the bottom and the new dates for the year will appear :)
@@debbbag I did not know Google's fill algo was that good. I ended up doing Replace on the week's cell range and replacing 2021 with 2022 then manually changing the rest lol. Didn't take too long, but good to know for next year.
Also, really appreciate you making this and offering it for free. I looked around and tried a few different expense trackers such as Mint and YNAB; your tracker is exactly what I'm looking for though.
Hey 👋🏼 I set up my own version of your expense tracker 2.0 but I’ve noticed that when I look at the main dashboard after inputting the SUMIFS formula that some of my categories won’t update from the expense responses. I’ve checked the formula and submitted tons of data to see if it would work but it hasn’t. Do you have any tips on how to fix it?
You may have random spaces in your Category names in your top row, make sure it's not "Bills " when it should be "Bills" :)
@@debbbag Thank you!
Really loved your tracker. However, I am getting the same problem as with everyone. It does register on the expenses tab, but it doesn't on the Monthly tab. Any fix to this? Your help would be greatly appreciated. Thank you.
Check that your categories are not misspelt or there's no spaces in your category names (aka "Bills " when it should be "Bills")
Make sure the formula says SUMIFS instead of SUMIF, and check if you named your Expense Tracker correctly in the formula
@@debbbag Really appreciate your reply. Thank you for being helpful. However, problem still persist, albeit only on the Food and Drink Category.
Send me permission to edit at deb@deborahho.com :) I'll take a look!
@@debbbag oh my! You are the best! Thank you. Will send it shortly.
Got it! The dates you had for food and drink were set to 2020 so they didn't show up :)