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Hopefully this video is helpful for those of you learning how to budget and create spreadsheets.
Please let me know if you would like another demo for creating my finance tracker/charts!!

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DISCLAIMER: I am not an expert or a financial advisor. I simply love talking about finances and want to share my journey to financial freedom and help others along the way!

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24 Responses

  1. Hey, quick question. How do I put a number as a current balance. For example: I have currently 4k as savings and i made a subcategory with savings. How can i make that base value 4k without tempering with the budget sheet. I hope you understood my explanation. Thank you in advance.

  2. Dear Leila glad to get this help from you. I just subscribed! Could you guide me which software you use to make these videos, as i am a teacher and want to make some videos of my own. Thanks!

  3. what a great video, I did this today at work and I'm so happy I did. I know I'm going to be way more responsible having this tool to track all my finances. Between this and opening a Marcus hysa this is the best new channel I've found in 2025. The Atlanta interviews are so entertaining too. Keep up the good work!!

  4. Can someone plsase explain the pulled from sinking fund income column.

    Are you making the income from your sinking fund cause you pulled it from that fund into your general income and you have a separate sinking fund budget? 🤔🤔🤔🤔

  5. THIS HELPED ME SO MUCH! I was watching tik toks and getting sooooo confused because i have never used sheets or excel before. this video was totally beginner friendly and now i have my January budget completed and looking forward to keeping track of our money. also, it made me realize how much we spend on going out to eat per month 🫠

  6. Thank you for showing how to create a budget spreadsheet on google doc. I’m totally new to excel and found it challenging. Once I heard google doc was easier I started looking up it up on YouTube. Awesome explanation!!

  7. awesome job. i wish i could share mine – started it in 2018 and its grown to track literally every cent i spend and compares year over year etc. but this is a much better start that i had back then!

  8. This tutorial is really helpful. However, I can't understand why I can't get the function for conditional formatting to work properly. I have the side bar confirming that I added the formatting, but yet nothing changes or adds or subtracts into the DIFFERENCE column. Please help me figure this out so I can succeed in finally setting up GS. I've checked the cells and I think they're correct. There is one place I got lost. I noticed suddenly that the TITLE bar for DIFFERENCE moved down a row. I deleted the words and retyped the title into the correct cell once again. What happened was, everything I added there changed to BOLD type. I changed it but wonder if it is causing part of the issue. I still had the problem though before that happened. So, please offer suggestions and also tell me what to do when a word title gets into the wrong cell. Can you just hit delete? I can't always hit the back arrow. Sometimes things are noticed later in, so is delete enough? I thank you for your help in advance.

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