How to get started with your Personal Finance Tracker. This tracker makes it easy to keep you in the right path when spending. Spreadsheets Crafter, gives you the best tools and now with instructions. If you are looking for help on how to get your budget setup you are in the right place:
Don't know how to copy your template?
How to copy my google sheet template?How to download my excel template?🚨IMPORTANT: Do not lose your access link. This link can be access by you when future updates are available for the templates.
Don'ts:
⭐ DO NOT - delete our logo. This will make the templates obsolete.
⭐ DO NOT - add/delete rows or columns without going through the instructions first.
Customize the template theme?
How to customize my theme?🚨 To see a sample filled out please visit Spreadsheets Crafter Personal Finance Tracker SAMPLE
Get Started on your template:
Start with the most important:
Set your currency and date?Set your Income & Expenses:
How to add my income?How to add a category?How to insert a new rows in my subcategories?The Expand & Collapse FeatureHow to delete the Expand & Collapse FeatureAdditional Configurations:
Tips: For the Expense TypeHow to use the bill schedule?How to set the goals?Manage your Notifications:
Turn on/off Dashboard Monthly NotificationsKeep track of your transactions (+/-) :
How to input transactions?Group transactions by colorHow to track my credit card expenses?Not doing the transactions manuallyTrack your NETWORTH:
Setting up your networth/If you are having any other complication with the template because a row was deleted or while inserting the the information a formula got mixed. Go back to your access link and redownload your template. You will have a completely clean and new template to start using.