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How to track your expenses in Google Sheets 2020 | Money Management Guide for Beginners and Students - YouTube
Channel: Nicole Alba
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spread sheet everything spreadsheet
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Google spreadsheet takes over the world
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[Music]
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what's up guys malika surprise so this
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is another video I'm not gonna be
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posting twice a week every week here's
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this a bonus video hi for those of you
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guys who just like randomly found me
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my name is eco and I make weekly videos
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about personal finance and sometimes I
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talk about self-development check out my
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channel for my other vids and yeah like
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and subscribe don't hope you guys
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enjoyed this video
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it's good to get started so the featured
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comments for this video like I got this
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from like the same video last week Angie
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Ackerman near to seven hundred subs
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government graduations in advance dude
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thank you so much which so close so
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close to 1000 so I think you guys so
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much for your support
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last week I created an excel file to
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track my neck my net worth and set some
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goals for myself the best thing that I
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go is like whenever I read homage from
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you guys that you guys started taking
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action after seeing my videos it's the
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best thing it really makes me happy that
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you can find some value in my videos and
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that you guys are actually taking action
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and watch all the videos you want read
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all the books that you can read all the
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articles whatever but if you never take
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action a day well at it that's the most
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important step so I'm really happy that
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you guys are taking action good job
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hanji the reason why I'm making this
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video is that so you guys can take
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immediate action action is the most
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important thing so as much as possible I
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want to help you guys take action so if
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you've seen my last video I personally
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have 13 accounts so I have three
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categories for my accounts one is the
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cash that I have on hand do are the
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backgrounds that I have three mighty
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wallet
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this is them only I showed you my own
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personal finance system this video I'm
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gonna show you how to make how to
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replicate the thing that I did before we
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start talking about how to set the sheet
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up I'm gonna show you guys how it all
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works first mention it has four sections
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so here in the upper left section it has
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the account details the current balance
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each accounts can add a visual reminder
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here on how much you want to maintain in
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each account in the upper right section
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it has the initial balance
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say you start making the sheet and you
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already have balance
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counts each of these rows reflects the
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total gross transactions within each
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account for the for each month the lower
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part of the sheet shows my transaction
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details this column has a drop down menu
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of the type of transactions the color
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changes according to the type of
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transaction it was if it goes on income
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it will become green investment purple
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and so on let's say I reloaded my
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undergo wallet from my home wallet say
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it happened on January 26 2020 I made a
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transfer let's say I subtracted 1000
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from my home wallet and I reloaded my
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on-the-go wallet if you guys are
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interested in learning how to make
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something like this keep watching the
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video but we're going to go over how to
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set this all up first of all like some
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reasons why when you might want just
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reuse spreadsheet instead of like apps
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or other things it's free and
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customizable you can build the
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spreadsheet or the system that will
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really fit the thing that you want to do
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like what do you want to track how do
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you want the traffic those kinds of
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things like it's super customizable to
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what you need what you want so yeah
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that's one of the reasons why I like
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spreadsheets so much the most important
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thing is just to track your stuff and
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whatever way you can if it's spreadsheet
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or if it's apps whatever just use the
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thing that will help you track your
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things let's go dive this dive deep into
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this video how do we set it up alright
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so first of all let's start with a fresh
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sheet of keep your system in thing if
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ever you want to create like a target
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visual reminder that this is how much
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your account should have current balance
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and then we can have like a section for
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the accounts yeah
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so yeah I'll drag this out so that
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there's a lot of space and then we can
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have like the initial balance column and
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then it separates it into month so for
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example January for example you have
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back I don't know it's up to you how you
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want to order this say you have two
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banks on the go wallet and then call it
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a home wallet if ever you keep money at
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home say you have a good cash account
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and then a pay Maya
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oh yeah all right so I think this case
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is good to start now tota let's see if
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your pal tota hey let's say these are
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all the house that you have now let's go
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down to like the actual expense tracking
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things - let's put a section for the
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bait and then the transaction and then
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the type so for the date it's very
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self-explanatory input the dates of your
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transaction like when it happened what
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I'm gonna do is I'm gonna create a
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drop-down menu so that you can
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automatically select from the drop-down
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menu what kind of transaction that was
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right click on the create a drop-down
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menu you have to look you have to select
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the data validation here again this
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isn't Filipino but that's okay it's the
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bottom one here you have to select the
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data validation yeah I'm just gonna say
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I can worry I'm gonna divide it income
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expense transfer if I'm just
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transferring cash from one place to
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another savings investment and now you
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can see that if I click the drop down
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menu I can select if it's an income
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everything expansion we can spice things
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up later we can do a holler later and
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now we can go straight through the
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actual balances of your account so I'll
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just copy like what's up here that's how
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people I have their back one back to and
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then here on the go wallet and that's
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essentially my tracking feed
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we'll just make this better we'll make
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this prettier so first of all in my head
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there I'll make them bold I shall fix
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the spacing stuff now we have this part
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setup you guys can see that this is just
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like a plain spreadsheet I just set it
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up right now here we have the current
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balance and in the list of accounts that
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we have set for example back one back
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two they are also bold in this this room
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we want to see them clearly this is
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essentially like setup now for example
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you enter a lot of transaction and then
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you always have to like scroll up again
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to see the balance but you can do is
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that you can actually freeze certain
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rows so that it's always gonna be on top
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you just select this um you can see that
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it turns into a hand and you just drag
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it down until like the portion that you
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want to freeze yeah so that whenever you
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scroll down you can still see the top
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part I'm also gonna freeze the first few
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columns so I also like bold in these
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accounts this is essentially set up
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already I mean let's say that you
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already have some certain balances on
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your accounts okay let's say in back one
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year five thousand bank two let's say
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you have three thousand one thousand
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five hundred just filling this up and
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say these are your starting balances all
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right it's a bit ugly for now it's a bit
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hard to see so I'm just holding shift
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okay I'm just holding shift I'm going to
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go to this drop-down menu financial
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format so it looks like it has the
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easier
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so it's easier to read also I'll do it
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for everything else is that I'm
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selecting this cell I'm going to hold
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shift command click the right arrow key
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click the down arrow you should select
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all the rows and the columns and now
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we're just gonna change the format to
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financial in order to go back up so like
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you're in row in your row 1011 just hold
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command press the arrow button alright
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so now that we're here you can see that
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whenever I type a certain amount the
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format is like it's like money it's up
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to you if you want to add the Capasso
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symbol I personally don't want it so
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what I wanted to do is that all of the
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accounts here so I'm just gonna show
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like the gross number of transactions
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that I have for each account per month
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so let's say January bank 1 just gonna
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sum up all the transactions that I have
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and let's say I'm gonna a lot until Rho
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100 for that damage with a e14 to you
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101 is ff14 to F 100 now what I usually
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do is that I don't set up the next month
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until I'm a sure I'm under this current
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month is over and does it on current
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balance I'm just gonna make it some the
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song from the initial balance and then
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some months then everything is kind of
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set up it's more or less set up already
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I'm just gonna put this drop-down menu
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for like the entire column so what I do
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how to do that it's just like copy it
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okay so everything's kind of more or
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less set up already
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now let's just add the colors so let's
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add colors to make it more if you want
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it if you want to have more like visual
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differences so that you can identify all
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subtraction shot instead of me like
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manually needing to color oh it's an
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expense I'm gonna turn it red instead of
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me doing that I'm just gonna tell Google
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sheets whenever it's a positive number
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make it green if it's a negative number
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if it's a deduction make it red so we're
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just gonna select these rows right click
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conditional formatting we can set
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conditional formatting so we're just
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going to tell Google sheets that okay if
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it's a positive number it's an added
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transaction make it green but then you
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don't go girl you can see that they note
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the values that are bigger than 0 it's
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green well the rest stay black if it's
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less than 0 it's a negative number if
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it's a deduction
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make it read in there automatically you
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can see like if it's a deduction it's
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going to be read for the month of
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January for example your bank number to
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1500 it was deducted so we'll just do
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the same thing leaders about command
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shift I will write T and and down and
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then conditional formatting and now all
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of your ex transactions should be
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color-coded now so you can see if it's
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if you deposit it into another bath it's
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automatically green and you can see that
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it's automatically red because it's got
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inducted how do I change the drop down
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menu how do I make it colorful so we're
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the same thing just create conditional
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formatting right click conditional
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format if I it contains the word savings
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I want you to make it purple if the word
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contains expense I want you to make it
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red income green transfer yellow
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investment purple as well I can just say
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like the positive 500
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I'd be doctored 500 message to my home
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wallet and then the positive it to bank
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one so yeah and then we can rename this
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now let's say that this is like the 2020
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cash flow if you want to like copy this
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drop down menu because it all has the
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format Santa you can just copy it don't
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like the different rules
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alright this part is self-explanatory I
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wasn't able to film this part in
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addition to the cash flow sheet I also
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have a sheet which I called the 2020
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overview so I mentioned that I divided
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my cash flow sheets into quarters
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because I feel like if I were to put the
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whole twelve months into one sheet the
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list of transactions is gonna get hella
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hella long this is my Tony Tony overview
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sheet for me to be able to monitor all
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of my transaction balances within
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certain quarters we're gonna talk about
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how I track my investments in a future
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video but for now let's focus on the
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cash I'll just copy everything though I
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just copy the order here three
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categories there's the banks the money I
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have in hand and my e-wallets so I have
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two banks who wallets to e-wallets
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alright
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all of these balances are just taken
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from this sheet so whenever I add
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transactions and these balances changes
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it'll automatically change the value
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here so just to show you guys let's say
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that I did something I subtracted from
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my home wallet - 200 so you can see that
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my home wallet is currently two thousand
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three hundred fifty and now it's two
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thousand one hundred fifty and if you
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look here it's also two thousand one
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hundred
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so the way to do that you enter this
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formula so it's equals the name of Daka
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the name of the sheet you're gonna get
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the value from remember to put it in
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quotation marks like the single
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quotation marks exclamation point and
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then the cell number of where it comes
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from so to say back 1 the balance of
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back 1 is in b2 all right so yeah I'm
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just gonna type 2020 cash flow q1
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exclamation point B 2 and so on I'm
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gonna do that I'm gonna repeat that for
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all of the accounts and then I'm gonna
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sum all of the banks so I'm gonna create
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a sum of these two balances so on and so
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forth and then the total cash I have I
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would sum all of the categories of the
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accounts I would have and the balance
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that's reflected here should be equal to
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the balance is reflected here flex this
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to your friends and your family oh my
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god get my elaborate friendship setup
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like hopefully you guys he learned
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something from like this set up and you
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can get intellect get started like
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taking action just what we want to do no
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excuses just start whatever helps you
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get started on tracking your personal
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finance things your transactions expense
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trapping being more aware of your
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financial habits your spending habits is
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really powerful so you can start taking
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steps in managing your finances like
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comment and subscribe it helps me out a
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lot and yeah thank you guys so much for
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watching see you guys next week bye
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