Beginner Friendly Income And Expense Tracker | Google Sheets | Monthly Dashboard | Yearly Dashboard

You can purchase the sheet from the following link :
whitepearl.gum...
Welcome to our Monthly Income and Expense Tracker Instruction Video!
If you haven't purchased the sheet yet, you can find the purchase link in the description below.
We designed the Google Sheet with three different color themes to make it easy to read. Choose the theme that best suits your preference.
Tabs Overview:
1. Instructions Tab: Detailed instructions on how to use the sheet.
2. Customize Tab: Define your income categories, expense categories, bill names, payment methods, and custom tags.
3. Income Log Tab: Enter details about your income.
4. Expense Log Tab: Enter details about your expenses.
5. Bills and Subscriptions Tab: Enter details about your monthly bills and subscriptions.
6. Monthly Dashboard Tab: Get a comprehensive overview of your monthly income and expenses.
7. Yearly Dashboard Tab: Get a comprehensive overview of your annual income and expenses.
Getting Started:
Make a Copy: Before you start, make a copy of the Google Sheet to have a backup. Click the File menu and choose "Make a Copy," then enter a name and click the "Make a Copy" button.
Instructions Tab:
Find detailed instructions and screenshots.
Access a link to a filled-out spreadsheet for reference.
Watch a tutorial video if you need assistance.
Customize Tab:
Personalize your tracking by entering up to 20 income categories, 40 expense categories, 20 bill names, 20 payment methods, and 20 custom tags.
Income Log Tab:
Track all sources of income with columns for Date, Category, Amount, Details, Month, and Year.
Use the Month and Year columns to filter details.
Expense Log Tab:
Track all your expenses with columns for Date, Category, Payment Method, Custom Tag, Amount, Details, Month, and Year.
Filter expenses using the Month and Year columns.
Bills and Subscriptions Tab:
Manage your recurring expenses with columns for Date, Bill Name, Payment Method, Amount, Details, Month, and Year.
Monthly Dashboard Tab:
Get a visual overview of your monthly finances with pie charts and bar charts for income sources, expenses, bills, and payment methods.
Detailed tables provide numerical insights into your finances.
Yearly Dashboard Tab:
Monitor and manage your finances over the year with visual charts and detailed tables for income sources, expenses, bills, and payment methods.
We hope this video helps you make the most of the sheet. Thank you for watching!
You can purchase the sheet from the following link :
whitepearl.gum...
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