Plan Your Spending and Estimate Your Income You should only see zeros now! Now all you see are zeros!ģ. When you click back to the Summary page, there should be no pre-filled amounts. (You can also highlight the number 5, then select Delete and Values from the Edit menu.) Delete pre-filled lines from Transactions sheet Highlight the number 5 on the left side.Like the Summary page, the Transactions spreadsheet has two pre-filled lines. Click on that and here’s what you’ll see: Google Sheets monthly budget template Transactions tab
Delete values in boxes highlighted in green and make them $0 TransactionsĪt the bottom of your screen, find the tab labeled Transactions. Delete the $1,450 amount from the Planned column, but leave the $1,500 in the Actual column.
Next, move to the Income side and navigate to cell J29. Don’t touch the $1,000 in the Actual column that’s immediately to the right in cell E31. Starting on the Expenses side of the worksheet, go to cell D31 and delete the $950 amount in the Planned column of the Home category. I say carefully because you don’t want to mess up the spreadsheet formulas. To start your budget with a clean slate, you have to carefully delete some entries from the Summary and Transactions pages. However, these pre-filled amounts likely don’t match up with your life. There are a couple of pre-filled cells on the Google Sheets budget template that I assume are there to help you understand how it works. Reset the starting balance in cell L8 to $0, not the default $1,000 Spreadsheet changes: Name and Starting Balance.Change the name of the spreadsheet from Monthly Budget to something more specific: January 2020 Budget.Once opened, there are a few changes that you’ll want to make to the standard spreadsheet on the Summary page: Click here to access the ‘Monthly budget’ template I like this spreadsheet because no technical skills are required to use it. The first step to creating a simple budget is to open the ‘Monthly budget’ spreadsheet that comes with Google Sheets.
Open the ‘Monthly Budget’ Spreadsheet in Google Sheets Review Expenses and Adjust Categories for Future Monthsġ.Plan Your Spending and Estimate Your Income.Open the ‘Monthly Budget’ Spreadsheet in Google Sheets.Then, follow this link and click “Go to Sheets” to get to work! To get started, sign in to your Google account or create a new one. I’m going to walk you through the process step-by-step. Needs: Google account, Google Sheets app.