Thank you so much! Honestly, this is one of the most helpful videos I have ever watched on TH-cam and I am not just blowing smoke either. Great step-by-step instructions. You made it easy for us. I love the channel. Continued success!
You are on the road to saving thousands and making millions. Thank you so much for this. As a 60 year old man i never had any knowledge of this stuff. I have started saving for my retirement and hopefully can use this in the future
I have been trying to design my budget sheet of over 2 to 3 weeks and this is the first video that helps me to take my first step. I have watched so many videos but this is the first video that I could follow all the steps one by one and achieve to design my first design. Thank you so much. This is point to point and esay to follow.
This was INCREDIBLY helpful. So clear and straight to the point. This is such an effective way to budget compared to other TH-camrs' methods. Thank you!!! Just finished making it, can't wait to use it.
Thank you very much. Not only did you teach me a very easy way to track my budget but I also learned a few new tips in my use of spreadsheets. Easy to follow instructions.
This was exactly what I was looking for. Thank you so much. You've changed the trajectory of my life. You're making an impact greater than you can probably imagine.
Thank you so much this helped me so much because I’m gonna be 18 next year and my mom is not doing my taxes anymore so this help me organize everything 😭
I agree, very helpful! Very easy to follow. However for some reason as I add more transactions, some of the cells do not calculate to the tracking side. I am not sure what went wrong. It is not with every drop down.
Thank you for the tutorial! I have followed your instructions to build this template. I have a question, when I duplicate the tab, and make my next month, I rename it. The Monthly total area a (categories, income, housing, etc.) the formulas only work on a few cells, not all of the expenses. Any suggestion as to what I am doing wrong? Thank you Darin
I had the same problem but the fix is easy. Just go back to any cell where the formula is working, click the cell then go up to the top bar where they show they formula and change the numbers in the formula to match the cell you are in. Example would be for housing, if it is your second category in the total cell write =sumif(B5:B60, G6,D5:D60). I have 60 lines of transactions so B5 is my first transaction and B60 is the last in my range. G6 represents my Housing total number so what ever total you are at replace 6 with that number. Hope that helps.
Will you need to create separate tabs for each month to see the overall summary for the month? Or is there a way to create a Month column and include that as a criteria range?
Loved loved loved your tutorial. My problem is that when I go to data rules my screen has differnet options. I can't seem to get it to work the was you describe it because I have things like option 1, option 2. Anyway, I'll keep trying. Its probably me.
Do you have any suggestion how to make it dynamic for monthly and yearly. For each year having separate month would be little cumbersome to maintain. Any suggestion?
Everything in your tutorial is excellent. The only thing I need to add is to organize all my bills with due dates and amounts paid, especially with credit cards.
Thank you for sharing... This was really helpful. I do have a question. What If I want to create another category for tracking the money put in my Fixed deposit? or you could also say saving. The reason I used the term fixed deposit is because, then the money is transferred to fix deposit (FD) then that should not be termed as expense and rather investment/saving category and vice versa when we break the fd, the money then comes back in the account. Please do share I would love to incorporate this in my monthly budgeting. Thank you.
How do you keep track of your expenses during the day? Do you take notes of everything on your phone? or do you rely mostly on bank statements? what advice can you give? Personally, I struggle to keep track on the daily expense just because I tend to forget or I´m busy during the day, and lets say I pay something cash and you easily lose track.
Thanks for sharing this template, can I edit this template to have income vs expenses only that dynamically updates without budget vs actual that is irrelevant to me?
Thank you so much I was so proud of myself for creating this monthly budget. However, there is one step that I was not able to complete. It was the last added Chick-fil-A expense that you added I added the same thing and it did not change my total. What did I do wrong?
When I duplicate and rename at the end, the formula then doesn’t work on all categories, but it does in original sheet.Eg it will work on groceries, but not eating out. Why????
This was great. I created this monthly budget tracker and looks super amazing. I miss the last step when you added Chick-fil-A I tried to do the same and it did not change anything. Can you tell me what I did wrong? Thank you so much!
Hey quick question, as I am new to budgeting. I have made monthly balance sheets before but they were based off the averages of the previous years income/expenses. It is currently 1/4/24 and I was wondering if I should wait until the end of January to make this sheet or find the averages of the previous year to get my number? Great video BTW!!! very helpful and detailed to help someone who has done minimal excel training learn and understand key functions of excel
thank you so much, but for some reason when im trying to insert my pie chart it wont work and says “column 2 needs to be a number” but it is? edit: it works as a column chart but not pie, and i want it as a pie chart
I have question if I select the first row or second in transaction category as utility or medical for the results is not match in monthly category. Could you help me please
Hi there, does anyone knows how can I select multiple cells and apply it to a category? If I have 3 uber trip rides instead of applying to each one could I select all 3 and apply the categories to it with the menu drop downs. Even better, can you search within the spreadsheet and apply it to multiple cells/transactions which contains such as of the same? thanks
What an amazing tutorial and a spreadsheet. I only have one question, when it comes on putting your income sources, are you putting them on gross income or net income??? Assuming someone with a regular job and investment or side hustle,for a job it will be tax right away, in short, net income. On the other hand, making an income on investments and side hustle, such as, capital gains and dividends is I consider gross income. Also, it will only be tax on filing season. Which part of the income should I put on the spreadsheet, the gross/pre tax or the net/after taxes to make everything accurate??? Thank you and have a great day.
While using data validation and sumif formula I tried to select the column as per your video tutorial but the formula didnt work . Later i had to select all column from top and then it work .. i wonder why this happend .. anyways its really helpful tutorial 😊
whenever i finish Data Validation, then my SUMIF formula in column H, my values are always 0, no matter what data i put in to Column D Anyone else get this?
SUPER IRRITATED with your video I’m new to sheets needed the tutorial and I don’t know what going on but as soon as I go to data I’m lost your screen does match mine any longer and I can’t add so what certain are you even using
Hi friend! The pop up is what you need, it’s just an update! If you see the “any value” drop down. Go to list, select the categories in the second box and then just hit ok! I hope this helps!
@@B4by1534Thank you so much for the comment as we are going to make this in our own! You helped me and the class because we didnt have the updated version of it!
this is great! how should one link bank accounts to reflect this? say you have 5 bank accounts, how would one track the end balance at the end of each month, perhaps you used WellsFargo for groceries, then Chase for transportation, etc...
I think you should add another column for the payment method. Then you can also create a pie chart for the several ways you use your money. And if you want an overview of each payment method, you must add a few extra rows to fill in the starting balance of each payment method. And of course a few extra rows with the totals of the payment methods using the sumif function.
Thank you so much! Honestly, this is one of the most helpful videos I have ever watched on TH-cam and I am not just blowing smoke either. Great step-by-step instructions. You made it easy for us. I love the channel. Continued success!
Thank you for the kind words! I’m so glad it helped you!
You are on the road to saving thousands and making millions.
Thank you so much for this.
As a 60 year old man i never had any knowledge of this stuff.
I have started saving for my retirement and hopefully can use this in the future
I have been trying to design my budget sheet of over 2 to 3 weeks and this is the first video that helps me to take my first step. I have watched so many videos but this is the first video that I could follow all the steps one by one and achieve to design my first design. Thank you so much. This is point to point and esay to follow.
Glad it helped!
I've tried several Budget tracker. I can say this one is the one that works for me. Thanks for sharing.
Great to hear!
I decided to take budgeting very seriously this year. This video is the best so far and it’s very detailed and helpful. Thank you.
You are so welcome! Good luck!!
This is exactly what I was looking for, tried to do this many time never successful, now with this video I was, thanks for sharing this video.
You're welcome!
This was INCREDIBLY helpful. So clear and straight to the point. This is such an effective way to budget compared to other TH-camrs' methods. Thank you!!! Just finished making it, can't wait to use it.
Thank you!
Thank you very much. Not only did you teach me a very easy way to track my budget but I also learned a few new tips in my use of spreadsheets. Easy to follow instructions.
Glad it was helpful!
This was exactly what I was looking for. Thank you so much. You've changed the trajectory of my life. You're making an impact greater than you can probably imagine.
Wow! Thank you!
This is best tutorial ever on the internet ❤
thank you!
Excellent. Thank you. Note: I found it much easier to follow at 0.75 playback speed -- in the settings option.
You're the man. Maybe you can do a video that includes how to insert smart chip directly into the spreadsheet, so no manual input is necessary?
thank you man i have cerated my 2024 budget tracker
Thank you very much, I have been wanting this kind of budget tracker for sooooo long!! So glad I discovered this video.
Glad it was helpful!
Thank you so much this helped me so much because I’m gonna be 18 next year and my mom is not doing my taxes anymore so this help me organize everything 😭
This was such a great tutorial! thank you!
You are so welcome!
OMG I LOVE U thank you so much i was struglling so much with other tutorials but yours its very clear and beginner friendly
Glad I could help!
This helped out a ton! Thank you so much!!!
You’re welcome!
Finally i found best tutorial.. thanks
I agree, very helpful! Very easy to follow. However for some reason as I add more transactions, some of the cells do not calculate to the tracking side. I am not sure what went wrong. It is not with every drop down.
Thank you! This looks organized and easy to follow.
You are so welcome!
This is awesome but I cant figure out how to do the data validation step with the updated version
Awesome video and lesson to create a budget tracker.
Thanks so much!
Thanks for the tutorial. My validation data doesn’t seem to work. Can you update a new tutorial with the updated version? Please…
it is not counting some section of monthly budget. pls help
Excellent vid! This is exactly what I was looking for!! Appreciate your work.
Glad it was helpful!
Thank you! This looks organized and easy to follow. But I would suggest using Format table
Great suggestion!
Thank you for the tutorial! I have followed your instructions to build this template. I have a question, when I duplicate the tab, and make my next month, I rename it. The Monthly total area a (categories, income, housing, etc.) the formulas only work on a few cells, not all of the expenses. Any suggestion as to what I am doing wrong? Thank you Darin
I had the same problem but the fix is easy. Just go back to any cell where the formula is working, click the cell then go up to the top bar where they show they formula and change the numbers in the formula to match the cell you are in. Example would be for housing, if it is your second category in the total cell write =sumif(B5:B60, G6,D5:D60). I have 60 lines of transactions so B5 is my first transaction and B60 is the last in my range. G6 represents my Housing total number so what ever total you are at replace 6 with that number. Hope that helps.
Will you need to create separate tabs for each month to see the overall summary for the month? Or is there a way to create a Month column and include that as a criteria range?
When I try to do the formula it doesn't populate numbers only for the income portion everything else stays at zero.
Loved loved loved your tutorial. My problem is that when I go to data rules my screen has differnet options. I can't seem to get it to work the was you describe it because I have things like option 1, option 2. Anyway, I'll keep trying. Its probably me.
Excellent video. Very straight forward making it easy to follow and understand.
Do you have any suggestion how to make it dynamic for monthly and yearly. For each year having separate month would be little cumbersome to maintain. Any suggestion?
Well done! I will be using it as well. Thanks a lot!
Thank you! This sheet helps me at my current level, all the other videos just has too much complexity.
Thank you. I followed along and made mine in excel.
Glad it helped!
Excellent video, thank you.
Great tutorial! Can I add this in Excel? Also, can I create another sheet to track my bills with due dates and mark each payment in my budget?
Everything in your tutorial is excellent. The only thing I need to add is to organize all my bills with due dates and amounts paid, especially with credit cards.
Yes, all those things are possible.
How can I create a calendar with bill due dates linked to the one you made?
This is so good!! thank you so much !
You're so welcome!
Thanks for your demonstration! It looks great
Very good table.Thanks!
Now a subscriber.
Thank you for sharing... This was really helpful. I do have a question. What If I want to create another category for tracking the money put in my Fixed deposit? or you could also say saving. The reason I used the term fixed deposit is because, then the money is transferred to fix deposit (FD) then that should not be termed as expense and rather investment/saving category and vice versa when we break the fd, the money then comes back in the account. Please do share I would love to incorporate this in my monthly budgeting. Thank you.
Nice and easy. One thing I would want to it is chart to show expences compare to incomes. I working on my own sheet and thinking how to do?
Just followed your steps to create it. thanks
Glad it helped!
How do you keep track of your expenses during the day? Do you take notes of everything on your phone? or do you rely mostly on bank statements? what advice can you give? Personally, I struggle to keep track on the daily expense just because I tend to forget or I´m busy during the day, and lets say I pay something cash and you easily lose track.
Thank you so much you deserve a subscribe.
Glad I could help!
How would you get each month to add up into a yearly budget?
Great tutorial! After duplicating for the next month, my income is summed properly but my expenses are not. Any suggestions?
Thanks for sharing this template, can I edit this template to have income vs expenses only that dynamically updates without budget vs actual that is irrelevant to me?
is this still available to download? I checked your Patreon account but wasn't able to find this budget template? Thank you
All my sheets are now on Tickerdata.com!
Thank you!
Thank you so much I was so proud of myself for creating this monthly budget. However, there is one step that I was not able to complete. It was the last added Chick-fil-A expense that you added I added the same thing and it did not change my total. What did I do wrong?
Do you have this template available for download ?
Yes! Available on my patreon page. Link in description.
icolud't see it can I purchase it @@Dividendology
is there a one time buy to use it
How do you replicate for different months?
This is perfect, but having a small calendar showing bill due dates would be better.
When I duplicate and rename at the end, the formula then doesn’t work on all categories, but it does in original sheet.Eg it will work on groceries, but not eating out. Why????
This was great. I created this monthly budget tracker and looks super amazing. I miss the last step when you added Chick-fil-A I tried to do the same and it did not change anything. Can you tell me what I did wrong? Thank you so much!
Great tutorial!!
Thank you!
Can you show us how to include a dropdown (monthly) so that all our data appears on one sheet. Instead of having all the monthly tabs on the bottom.
Hey quick question, as I am new to budgeting. I have made monthly balance sheets before but they were based off the averages of the previous years income/expenses. It is currently 1/4/24 and I was wondering if I should wait until the end of January to make this sheet or find the averages of the previous year to get my number?
Great video BTW!!! very helpful and detailed to help someone who has done minimal excel training learn and understand key functions of excel
Question, can you not just filter by date instead of duplicate
Love the tracker. Stay connected.
thank you so much, but for some reason when im trying to insert my pie chart it wont work and says “column 2 needs to be a number” but it is?
edit: it works as a column chart but not pie, and i want it as a pie chart
I have question if I select the first row or second in transaction category as utility or medical for the results is not match in monthly category. Could you help me please
Even I'm facing same problem.
Hi there, does anyone knows how can I select multiple cells and apply it to a category? If I have 3 uber trip rides instead of applying to each one could I select all 3 and apply the categories to it with the menu drop downs. Even better, can you search within the spreadsheet and apply it to multiple cells/transactions which contains such as of the same? thanks
Sorry if i missed it but is this in excel or google im new to this stuff and trying to put together budgets
I made it in google sheets, but it could be in excel as well.
@Dividendology thank you for a quick response it's much appreciated and I've subbed have a great day
Thanks!
What an amazing tutorial and a spreadsheet. I only have one question, when it comes on putting your income sources, are you putting them on gross income or net income??? Assuming someone with a regular job and investment or side hustle,for a job it will be tax right away, in short, net income. On the other hand, making an income on investments and side hustle, such as, capital gains and dividends is I consider gross income. Also, it will only be tax on filing season. Which part of the income should I put on the spreadsheet, the gross/pre tax or the net/after taxes to make everything accurate??? Thank you and have a great day.
Net income will make things the most accurate!
@@Dividendology in that case, what do you suggests on how to include an investment income??? Thank you.
Thank you so much sir!
This is exactly what I needed. I tried this and but some of the categories don’t total the amount for some reason. What could it be?
I would check and make sure your formulas are correct. Also be sure to check your formulas have absolute values if needed.
Good info, subscribed :)
Thank You ❤
How can I download this template?
You can download it on tickerdata.com !
@@Dividendology I got it. I was confused when I went to the website.
Great Video! Would you be able to add a “yearly summary sheet” that would total income and expenses for all 12 months?
Good idea!
@@Dividendology How is this coming? Soon?
You can look at “Personal Finance with Leila” she has a template for that.
@@jenniferhernandez-p.7106 Thank you. I’ll check out her channel
Thank you so much.
can i create the same TEMPLaNTE and seel it ?
no, these spreadsheets are copyrighted.
@@Dividendology AND HOW TO GET ONE LIKE THIS WHITOUT COPYRGHTED
Simple and effective
The has given me a few useful ideas to track my portfolio / expenses. Nice explanation. Are you using a Mac or PC here?
I’m glad! And I’m using a Mac.
This was so easy and fun to create. Thank you!
You’re welcome!
While using data validation and sumif formula I tried to select the column as per your video tutorial but the formula didnt work . Later i had to select all column from top and then it work .. i wonder why this happend .. anyways its really helpful tutorial 😊
There is something wrong in the column of Total, even I dragged the formula going down some of the amount its not taking the amount in transactions😢
Awesome!!!
whenever i finish Data Validation, then my SUMIF formula in column H, my values are always 0, no matter what data i put in to Column D
Anyone else get this?
Amount left to invest in the end ....??? good luck! you gotta put investment in transaction. first invest then spend.
why I get 0 in my total expenses!>!?@? T^T
SUPER IRRITATED with your video I’m new to sheets needed the tutorial and I don’t know what going on but as soon as I go to data I’m lost your screen does match mine any longer and I can’t add so what certain are you even using
Hi friend! The pop up is what you need, it’s just an update! If you see the “any value” drop down. Go to list, select the categories in the second box and then just hit ok!
I hope this helps!
Wow! People like you make me laugh! You need to work on your manners and remember you are not entitled to this information, they are giving you!
@@B4by1534Thank you so much for the comment as we are going to make this in our own! You helped me and the class because we didnt have the updated version of it!
Great video man this was very fun to make
Glad you enjoyed it!
this is great! how should one link bank accounts to reflect this? say you have 5 bank accounts, how would one track the end balance at the end of each month, perhaps you used WellsFargo for groceries, then Chase for transportation, etc...
I think you should add another column for the payment method. Then you can also create a pie chart for the several ways you use your money. And if you want an overview of each payment method, you must add a few extra rows to fill in the starting balance of each payment method. And of course a few extra rows with the totals of the payment methods using the sumif function.