The purpose of this additional spreadsheet is to separate your fixed and variable expenses. The third step is to customize your sample monthly budget.īefore you adjust the expense categories on the Summary spreadsheet, I recommend that you add a third spreadsheet for Fixed Expenses. You’ll get a pop-up that warns about editing the spreadsheet, but go ahead and click OK. If you think that you may need additional expense categories, click “Add 1000 more rows at bottom” just like you did on the Transactions spreadsheet. The Summary spreadsheet ends with row 44. Then, zero out the sample Home (cell D31) and Paycheck (cell J29) amounts shown in the shaded Planned column. To start with a clean slate, adjust the starting balance in cell L8 from $1,000 to $0. Once you’ve made those changes, flip back to the Summary spreadsheet. Now, you’ll have 1,033 rows for transactions. That will be a problem if you have more than 33 transactions in a month, so click “Add 1000 more rows at bottom” to avoid any issues. Next, scroll down to the bottom of the Transactions spreadsheet. Then, click on Delete Values from the Edit drop-down menu. To delete the sample expenses for Rent and Paycheck, click on the number 5 to select that entire row. You can access it by clicking on the Transactions tab at the bottom of the screen. Let’s begin with the Transactions spreadsheet. Warning: If you don’t follow the instructions below, it may break the formulas in the spreadsheet.

Next, you want to delete sample amounts on the Summary and Transactions spreadsheets. You’ll understand why that’s important later on in this article. In the upper-left corner, change the name of the spreadsheet from “Monthly budget” to “SAMPLE BUDGET TO COPY EVERY MONTH.” To start with a clean slate, you need to give the budget template a new name. If you don’t see a thumbnail for it, click on “Template Gallery” and find it under “Personal.” 2. When you open Google Sheets from a computer, look for the “Monthly Budget” spreadsheet located near the top of the screen. The first step is to find the Google Sheets budget template. Locate and Open the Google Sheets Monthly Budget Template

Track Your Expenses Throughout the Monthġ.

Make a Copy of the Sample Budget and Plan Your Spending.

Locate and Open the Google Sheets Monthly Budget Template.

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Google sheets simple budget template