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I N S T R U C T I O N S
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・ S I M P L E B U D G E T S P R E A D S H E E T ・
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Thank you for your downloading my sheet! ☺️ Please take a time to read through this instruction. Here, you will learn how to setup your spreadsheet
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and you’ll find answers to the most frequently asked questions. If you have any further questions, please reach out to me on my channel,
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and I will get back to you as soon as possible.
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📺 VIEW MY YOUTUBE🔗 VIEW MY OTHER LINKS📈 START INVESTING WITH ETORO
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⭐️ CLICK HERE TO UPGRADE TO THE ADVANCED BUDGETING TRACKER ⭐️
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P L E A S E N O T E
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⚠️ NOT COMPATIBLE WITH EXCEL
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This spreadsheet was designed for Google Sheets and will not function properly in Excel. While Google Sheets and Excel are pretty similar,
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there are differences in their formatting and how formulas are set up.
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📆 DATE FORMAT
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By default, the template's date format is set to mm/dd/yyyy, however it can easily be changed to dd/mm/yyyy. Go to File at the top left > Settings >
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Select your country from the dropdown > Save settings.
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🔒 PROTECTED CELLS & TABS
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This spreadsheet is protected to prevent cells with formulas from being edited accidentally. However, there are exceptions on cells you're supposed to edit.
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If you want to remove the sheet protection, please go to Data > Protected sheets and ranges. From there, select the tab and on the right,
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there should be a Trash icon. Altering or removing formulas in the spreadsheet will change how it works.
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B U D G E T T A B
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STEP 1. SELECT THE START AND END DATE
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Select the date range you are budgeting for. Double-click start date cell to open
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pop-up calendar, then select the start date. Follow the same steps to select the end date.
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Or, you can enter the start and end date manually in format mm/dd/yyyy.
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STEP 2. CHANGE CURRENCY
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By default, the template's currency is set to $, however it can easily be changed
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to any currency of your choice. Just below the end date, you can select your
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currency symbol to change the currency of the entire template.
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Click on the red arrow and select your currency through the dropdown menu.
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STEP 3. ENTER YOUR ROLLOVER AMOUNT (optional)
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If you have any amount leftover from your previous budget, you may enter it
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in the Cash Flow Summary table. This would automatically include
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the rollover amount to the current budget.
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❗️Please do not edit cells with a background color
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STEP 4. CUSTOMIZE YOUR CATEGORIES
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Under each of the Summary and Tracker tables (Income, Bills, Expenses, Savings,
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and Debt), you can customize your categories. To customize a category simply click
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on the category cell and replace it with your own category, or use empty category cells.
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STEP 5. ENTER YOUR BUDGET FOR EACH CATEGORY
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Use Budget columns (Income, Bills, Expenses, Savings, and Debt), to add how much
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you expect to earn or spend for every single category.
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