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Google Sheets Budget Template Tutorial: How to Create a Budget in Real-Time financial goals worksheet



If you’re looking for a quick and easy budgeting tool, the Google Sheets budget template is a great option to track your daily expenses. For the past two years, I’ve used this free budgeting tool to keep my spending under control. This video will walk you step-by-step through the process of creating a budget with Google Sheets, including my best tips to customize the template. I also provide solutions to common problems with the spreadsheet formulas that users may encounter when they add custom categories to the spreadsheet. If you prefer to read my step-by-step guide instead of watching the video, find it here:

In This Video:

0:00 Introduction
0:28 Locate and open the Google Sheets monthly budget template
0:49 Start with a clean slate
3:02 Customize a sample monthly budget
5:08 How to add custom categories
7:54 Make a copy of the sample budget and plan your spending
8:43 Track your expenses with the Google Sheets app .

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Google Sheets Budget Template Tutorial: How to Create a Budget in Real-Time

Google Sheets Budget Template Tutorial: How to Create a Budget in Real-Time

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Google Sheets Budget Template Tutorial: How to Create a Budget in Real-Time
financial goals worksheet
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23 thoughts on “Google Sheets Budget Template Tutorial: How to Create a Budget in Real-Time financial goals worksheet”

  1. First time learning how to budget… this is a very helpful step-by-step guide and helped me figure out how to budget and use Sheets properly. Thank you!!

  2. I'm want to use this for a fix n flip that I have and I want to determine how much I'm spending and compare it to once I sell the house. I have property taxes that I pay every 3 months, can I put that under the fixed expenses along with the loan amount and my insurance? I hope this make sense.

  3. great video Michael! the video was simple and the message was clear. you warned us about making mistakes and made us avoid it. if you could, please do make a simpler one where there's only expenses and incomes. thank you!

  4. Thank you so much for this tutorial! it help me a lot !!
    I have somes questions:
    when you show how to make apears all the budgets categories in the transaction expenses, how do you do with the incomes?
    is there some way to link all the monthly bugets to make like a yearly board?

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