| A | B | C | D | E | |
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2 | Please provide feedback | https://forms.gle/8hrPbx9SRD5A48a88 | |||
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4 | Remember to close the tab with the original file when you're done so others can access it too! | ||||
5 | When you keep it open it locks access if too many people are viewing it at the same time. Thank you! | ||||
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7 | How to use this template | Screenshot | |||
8 | - (once) go to "File" -> "Make a copy" | https://i.imgur.com/ZOemzDq.png | |||
9 | - (once) remove fake example data from "Logs" tab and from <Month> tabs | https://i.imgur.com/yl0GqF1.png | |||
10 | - (once) on "Summary" tab set a year number in title | https://imgur.com/ssmBBSn.png | |||
11 | - (once) on "Summary" tab provide list of categories | https://imgur.com/vwPXlA9.png | |||
12 | - (once) on "Logs" tab provide year start balance | https://imgur.com/xD8b8NC.png | |||
13 | - (regularly) on "Logs" tab add transactions one by one, positive values for income, negative values for expenses | https://i.imgur.com/TDb6tow.png | |||
14 | - (regularly) on "Logs" tab label transactions with categories | https://imgur.com/vXebU2q.png | |||
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16 | Features | Status | Screenshot | ||
17 | Year Summary | Yes, by month and by category | https://i.imgur.com/0ePZ9q0.png | ||
18 | Budget Planning Weekly | No | |||
19 | Budget Planning Monthly | Yes | https://i.imgur.com/Sh2Bkvi.png | ||
20 | Budget Planning Quarterly | No | |||
21 | Budget Planning Yearly | No | |||
22 | Number of categories | Unlimited, best up to 30 | https://i.imgur.com/mnxnoV1.png | ||
23 | Number of accounts | 1 | |||
24 | Number of currencies | 1 | |||
25 | Check split | Yes, manually. Add transaction. To split this parent transaction use the same date in "Split ID", add split transactions, set parent transaction amount to 0 (or desired reminder) | https://imgur.com/CaZCGhE.png | ||
26 | Migration | Copy "Logs" tab, categories on "Summary", planned transaction on every month | |||
27 | |||||
28 | Tab | Description | |||
29 | README | General description, feel free to delete after reading | |||
30 | Summary | Year overview by month, income/expenses by categories | |||
31 | Logs | Year start balance, transactions (date, amount, description, category) | |||
32 | <Month>, eg. Jan, Feb | Month planning by categories | |||
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34 | Notes | ||||
35 | - Template is populated with the fake example data, feel free to remove it | ||||
36 | - Template is using short month names (Jan, Feb, Mar, etc) in order to keep columns of the same small size | ||||
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