How To Build Your Own Automatic Budget Tracker

Опубликовано: 19 Июль 2021
на канале: Planet Finance

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Demo and Tutorial on How To Build Your Own Automatic Budget Tracker. Created using Google Sheets! Access this ready-to-use budget tracker: https://planetfinance.info/products/b...

Make sure to check out the new improved 4th Gen Budget Tracker here:    • NEW Budget Tracker | Weekly, Monthly,...

Part 2 of 1st Gen Budget Tracker:    • How To Build Your Own Automatic Budge...

This is a demonstration and tutorial video of the Planet Finance Budget Tracker. With this tracker you will be able to track your monthly and annual budgets by expense and income categories. You will be able to understand your monthly and annual spending/earning behaviours through charts and stats. The tutorial section explains how to build this budget tracker from scratch.

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As always, please let us know if you have any questions or feedback. This is always appreciated and we will try our best to answer as soon as possible.

Thanks so much for watching!

Cheers,
PF

🔹Formulas:

'Monthly Budget' Tab:

🔹Expenses Table:
Actual: =IF(ISBLANK($B5), "", SUMIF($F$45:$F,B5,$C$45:$C))
Diff: =IF(ISBLANK(B5),IFERROR(0/0),C5-D5)
%: =IFERROR(IF(ISBLANK(B5),"",D5/$D$23),)
FY Average: =IF(ISBLANK(B5),IFERROR(0/0),AVERAGE(D5))
% Of Income: =IFERROR(IF(ISBLANK(B5),"",D5/$L$11),"")

🔹Income Table:
Actual: =IF(ISBLANK($J5), "", SUMIF($N$45:$N,J5,$K$45:$K))
Diff: =IF(ISBLANK(J5),IFERROR(0/0),L5-K5)
%: =IFERROR(IF(ISBLANK(J5),"",L5/$L$11),"")
FY Average: =IF(ISBLANK(J5),IFERROR(0/0),AVERAGE(L5))

🔹Savings Table:
Increase in total savings: =IFERROR(O15/O14-1, "")
Saved this month: =O15-O14
% of income saved: =IFERROR(($L$11-$D$23)/$L$11,"")

🔹Balances Table:
Ending Balance: =($O$14+$L$11)-$D$23

🔹Planned Sparkline: =SPARKLINE(E26,{"charttype","bar";"max",max(E26:E27);"color1","hashtag828286"})
Actual Sparkline: =SPARKLINE(E27,{"charttype","bar";"max",max(E26:E27);"color1","hashtag1484d5"})

🚩Chapters:
00:00 Demo
03:07 Tutorial

#BudgetTracker #Expenses #Income