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📕 How to use
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Hey there! I'm Hebe and I like to design stuff to help us to stuff better. At one point in my life, I decided that I needed to track how money moves in and out of my life better. Note: In the world of unstoppable automation and AI tools, you might wonder why I still track my finances so manually. I personally find that this process increases my mindfulness and awareness of my spending habits. I compare this to the days when we used to count our money physically before spending it. Anyway, I hope you find this template useful, and feel free to @me via comment or email me at hebezheng.design@gmail.com if you have any questions.
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Table of content
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LegendWhere you will note your expense and income categories. Categories added here will reflect in the All expenses and All incomes tab
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Expense summaryYour montly expenses will auto-populate in the pivot table once you add your expense in the All expenses tab. I created two pivot tables, variable expense and fixed expenses.
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Income summaryYour monthly income will auto-populate in the pivot table once you add your income in the All income tab
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All expenseWhere you will input all of your expenses
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✨You can use to jot down your financial views and goals
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Initial setup
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Step 1:
MAKE. A. COPY. [File -> Make a copy]
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Step 2:Go to the Legend tab and edit/add your own category and description for expenses and incomes
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Step 3:Go the All expense and All income tab and add your expenses and income, respectively
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Step 4:In the Expense summary tab, make sure all of your categories appear in both of the pivot table. If not, click the "Edit icon" on the pivot table -> check the "Filter" dropdown to make sure everything you want to see is checked
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Step 5:Do the same in the Income summary tab
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Step 6:Watch the magic happen 😉
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Bonus:If you ever wonder what individual expenses contribute to the total while reviewing your summary, you can double-click on the pivot table. This action will display a separate sheet with an itemized list.
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When things go wrong
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(I hope my 🔮 will catch them all, if not @ me)
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If your expense or income is not appearing in the summary pivot table, then...
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1. Check to make sure the filters are correct (see step 4)
2. Check to make sure date range is correct and includes all of your inputs
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If your category isn't appearing in the All expense or All incomes tab, then...
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1. Check to make sure data validation range is correct
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