GET YOUR 2024 BUDGET & NET WORTH TRACKER: www.gabrielletalksmoney.com/product-page/2024-budget-net-worth-tracker-template GET YOUR FREE BUDGETING TEMPLATE: www.gabrielletalksmoney.com/resources
I love this video. I use something very similar and have for over 15 years. The one difference is I allow tabs for each monthly expense that has the website/username/password/account number.For instance electric monthly amount will have a continued line to enter the said information above. I will definitely pay for your template and try to incorporate the user/name and passwords.
Hi, this is a great tracker. I've been taking an Excel course, and learning its full capabilities has been enlightening. It would be cool to see how you set up a simple spreadsheet, formatting cells, columns, tables, and drop-down menus across the sheets. Great video!
This is a great tracker. Thanks for sharing. I know we track all expenses but what if you have multiple accounts? Do you still keep all transactions from all accounts in same place while tracking the balances on the summary page? If you can direct me to more details about this tracker I’d appreciate it. The moment you said rrsp it made me feel the 🇨🇦😊 but please let me know. 👍🏾
Hello; that's a sweet setup... Is it customizable, or its a protected worksheet? Does it work for small business? I mean... how many hours, trials, with self made excell sheets... but this seems an all in one solution.... No paypal option for payment?
how does this template work for budgeting for irregular expenses? It looks like the master budget updates all the months. Can you make changes on the individual month? If your budget changes throughout the year and up update the master, does that override all the months again? Another question is.....I guess you cannot split transactions for expense categories? Anyway I cannot imagine doing this so manually. It looks very time consuming. I use a budgeting app. I do like this concept and having to do more manually helps you master the details, but the example in the video is very simple, it quickly gets to be a lot more volume of transactions for a larger household.
Hey Gabrielle! How can this be used to track multi year net worth? Looks like this sheet only tracks for a year. Should I make a copy and start over for 2025?
Hi Ajay, yes that's correct, it's an annual template and gives you the most updated networth during the year. For 2025, you can copy and start a new one. Hope that clarifies!
Hey Gabrielle, thanks for the awesome video. I'm using the full version of your template and I have a question about how do you manage the carry over balance (positive or negative) for the following month, as in the TV purchase example.
I just like to document why I went overbudget that month (as shown in the video) and reflect on better spending habits going forward. If you are underbudget - thats great! You can allocate it to more savings for the month.
As someone who isn't super excel savvy.. if I have more line items in any category (say savings buckets or expenses), can lines be added and it still calculate the new lines?
I was wondering what do you use to track your Adjusted Cost Base for all your non-registered investments to account for your new purchases, sales, additional purchases, partial sales, return of investments, and stock splits? Do you manually track them all, is there a recommended computer program to purchase, or have you prepared a template? I currently manually track mine but would love to automate the process if possible.
For the initial investment in the investment sheet, do you always put the full invested amount for each month or only the money you put towards this account during the month? In the case of the total invested amount in each month, the total would be off? And in the case of the contributions, how do you know the market value for only the contributions? Thanks!!
I would put the fully invested amount each month. If you made new contributions, I would simply add it to the fully invested amount in the month contributed!
GET YOUR 2024 BUDGET & NET WORTH TRACKER: www.gabrielletalksmoney.com/product-page/2024-budget-net-worth-tracker-template
GET YOUR FREE BUDGETING TEMPLATE: www.gabrielletalksmoney.com/resources
Excellent. As a financial advisor, I just reviewed a client’s budget today. Your version is superior. Well done, my friend.
Wow this is the most robust budgeting template I’ve ever seen. purchased! Thank you❤
I love this video. I use something very similar and have for over 15 years. The one difference is I allow tabs for each monthly expense that has the website/username/password/account number.For instance electric monthly amount will have a continued line to enter the said information above. I will definitely pay for your template and try to incorporate the user/name and passwords.
Great video! Loved the wording of "Future Me." That wording helps translate to results.
Thanks Joey for watching!
Hi, this is a great tracker. I've been taking an Excel course, and learning its full capabilities has been enlightening. It would be cool to see how you set up a simple spreadsheet, formatting cells, columns, tables, and drop-down menus across the sheets. Great video!
This is a great tracker. Thanks for sharing. I know we track all expenses but what if you have multiple accounts? Do you still keep all transactions from all accounts in same place while tracking the balances on the summary page? If you can direct me to more details about this tracker I’d appreciate it. The moment you said rrsp it made me feel the 🇨🇦😊 but please let me know. 👍🏾
your website seems to be down
Hello; that's a sweet setup... Is it customizable, or its a protected worksheet? Does it work for small business? I mean... how many hours, trials, with self made excell sheets... but this seems an all in one solution.... No paypal option for payment?
Thank You Gabrielle Clean and very nice lesson,
Awesome
I got your spreadsheet it's great! in future could you add an extra line for each expense in the master budget? thanks!
Thanks for the feedback. I will work towards this for next year!
You have a great voice ❤
how does this template work for budgeting for irregular expenses? It looks like the master budget updates all the months. Can you make changes on the individual month? If your budget changes throughout the year and up update the master, does that override all the months again? Another question is.....I guess you cannot split transactions for expense categories? Anyway I cannot imagine doing this so manually. It looks very time consuming. I use a budgeting app. I do like this concept and having to do more manually helps you master the details, but the example in the video is very simple, it quickly gets to be a lot more volume of transactions for a larger household.
Hey Gabrielle! How can this be used to track multi year net worth? Looks like this sheet only tracks for a year. Should I make a copy and start over for 2025?
Hi Ajay, yes that's correct, it's an annual template and gives you the most updated networth during the year. For 2025, you can copy and start a new one. Hope that clarifies!
Hey Gabrielle, thanks for the awesome video. I'm using the full version of your template and I have a question about how do you manage the carry over balance (positive or negative) for the following month, as in the TV purchase example.
I just like to document why I went overbudget that month (as shown in the video) and reflect on better spending habits going forward. If you are underbudget - thats great! You can allocate it to more savings for the month.
As someone who isn't super excel savvy.. if I have more line items in any category (say savings buckets or expenses), can lines be added and it still calculate the new lines?
Do you do this at the beginning or the end of each month?
I like to do this mid-month so the previous months transactions are fully posted!
I was wondering what do you use to track your Adjusted Cost Base for all your non-registered investments to account for your new purchases, sales, additional purchases, partial sales, return of investments, and stock splits? Do you manually track them all, is there a recommended computer program to purchase, or have you prepared a template? I currently manually track mine but would love to automate the process if possible.
I think this is a good tracker! but how can we copy our statements to the excel?
Hello, what are your privacy and terms and conditions that you want us to agree to? I didn't see a notice
The graphics of the excel spreadsheet is blurred and I can't see it. The resolution is too low.
You can adjust the resolution to higher quality
For the initial investment in the investment sheet, do you always put the full invested amount for each month or only the money you put towards this account during the month? In the case of the total invested amount in each month, the total would be off? And in the case of the contributions, how do you know the market value for only the contributions? Thanks!!
I would put the fully invested amount each month. If you made new contributions, I would simply add it to the fully invested amount in the month contributed!
Love a fellow 🇨🇦 CPA
Where do you put your emergency fund? Fixed deposit?
hi i stumble upon this, do you have section for loans?
how to download a template ? the link does not work
Haven’t been able to buy the sheet - when u click the link it says your website is down
Thanks for letting me know- I think it's a bit slow from the traffic but seems to be working again!
Great tracker… do you input net or gross for job income?
Take home pay my guy 😂😂
Can you explain being a CPA in Canada and the US?
It costs 20$? To buy it ? I thought you said in the video that it was free …?
There is also a free budgeting template linked below it
I’m unable to download the file on WIX.
Hi, do you also have a book?
the link for the free template is broken. otherwise, great video.
It seems to be working - sometimes the website can get slow from traffic. Let me know if you still can't access it.
Is there a US Version
this video applies worldwide!
Trying to click the link for the sheet but having problems
which link are you referring to?
Thanks 🙏
you're welcome!
how do i explain to my wife how to stop spending half my income on hermes and chanel bags
Can you do a skincare tutorial as well? 😆
😆
Wow what a beauty!!
Are you based out of Canada or the USA?
Can you mange my life as a married couple? 😮
你能说中文吗？
she is korean
I need to get a job