I am the one who mostly manages our finances, but is there a way I can share this with my husband so he could also add stuff to it or at least be able to look at it to see if something is in the budget while out? Edit to Add : In the debt calculator when adding extra money to put toward is there an option to list it for individual debts rather than the month itself? i see it changes each debt so when you put $100 extra I assume that means its being split up between all of them? If you only add an extra $5 that month to 1 debt I could see it being a pain and making minuscule changes to the others that were not affected by that $5
Hi there! Yes absolutely you can share your spreadsheet with other people, especially if you use Google Sheets. In Excel the sync will not be the best. So if you use Google Sheets, click on Share, and then add the email of the other person. Concerning the debt calculator, you cannot attribute a payment to a specific debt. The payment is automatically use to pay the next debt to pay depending on your strategy. The goal of this spreadsheet is to become debt free as soon as possible. So you should follow the strategy and attribute your payment to this debt. Thank you!
Hi there! This product works on a 12 months basis. So it means that at the end of the year you would have to create a copy of the spreadsheet and "start it over" for the new year. Thanks
Hi there! Absolutely, the best solution would be to split this expense in 2 in the monthly tab, and then attribute each expense to the right person in the Distribution tab. Thanks!
Hi! Yes it is possible! The best is to use the Google Sheets version of our spreadsheet, and share the spreadsheet with your husband. To do it, click on the "Share" button at the top right when the file is open, then in the "Add people and groups" box add the email address of your husband. Leave the drop-down menu as "Editor" and click send. If you use Excel, you could also do it but is is less user friendly. You have to add the spreadsheet to your OneDrive account, and then share your spreadsheet with your husband. Thank you!
Is there a way to create a dropdown of the descriptions for bills, debts, expenses etc? So I dont have to enter it in each month? Also reduce the diff variations??
Hi! The best solution in this spreadsheet to avoid mistake and to save time is to copy and paste your category names column by column from one month to another. Thank you!
Hi, great tutorial! Thanks for including this. Question - where do we put Credit Card transactions?? The account provenance only has Checking, Savings, or Cash. What about Credit Cards?
Hi @belshares! We thought a lot about credit card accounts (and also all debt accounts like mortgage, loan, etc.) and we finally decided to not include these accounts to our spreadsheet for the moment because it was very difficult to make it simple for our customers. So if you pay some expenses with your credit card, simply attribute your expense to the checking account, the one you pay your credit card balance with. This way, your expense will not be counted twice. Hope it helps!
Hi, thanks for the amazing spreadsheet. I was curious about the "Debts" section within a certain month. It only includes 16 lines and if sharing with another party, that may not be sufficient room - I thought about lump summing the amounts but the issue is that this field populates into the calendar to show what's due on a given day for each month. Is there another way to fix this to get all of your debts pulled into the calendar? The only other thing I can think of doing is to use the extra lines available for Subscriptions to pull in the info to calendar but I'd prefer to do it the correct way for it to be labeled as such. Also, have you ever thought of having a separate table for "Household Expenses" so that you could determine the amount it costs to keep up the household monthly? (Mortgages, HOA, homeowners insurance, utilities, etc)
Hi! We are really happy to know that you like our spreadsheet! You definitely found the best solution with this spreadsheet if you don't have enough space for your debts. For this, we developed another product, our Premium Annual Budget Planner, that have more rows for each category. Here is the link to this product : ua-cam.com/video/A4WgxTvQ5Io/v-deo.html Contact us on Etsy, we will be able to find a solution for you! Thank you!
Thanks for the video but I am finding that there just isn't enough lines for subscriptions and other fields such as the calendar.. I have quite a number of subscriptions (hence me getting this s/sheet). It would be good if we were able to add or if it was delivered with more fields; I am finding it a bit restrictive.
Hi! Don't hesitate to contact us on Etsy, we could easily do a switch with our Premium Annual Budget. There is more rows and more features in this spreadsheet. Here is the link : www.etsy.com/ca/listing/1583456949/family-annual-budget-monthly-budget Thank you!
@@asusi1507 Hi there! In this spreadsheet it is not really possible. The only way is to copy and paste your categories column by column from one month to another. Or you could purchase our Premium Annual Budget, and we will refund you your previous purchase. Here is the link to this product: prioridigitalstudio.etsy.com/listing/1583456949 Thank you!
@@Prioridigitalstudio I am looking to have a running ledger of what is left in my bank account as I go. I like to log the transaction, but is there a way to add to that section where it deducts and shows what is left in the bank account?
@@dawntesta2300 All the features you mentioned are in the bank account tab. The current balance in the bank account tab in the money you should have in your bank account based on your withdrawal and your income you inputted in the monthly tabs.
Hi there! There is no drop down menu in the monthly tab to select you debts. You simply have to type it in. The debt calculator tab and the monthly tabs are standalone. Thank you!
Hi! I suppose it is because you are using Excel instead of Google Sheets like in our tutorials. For this type of chart, the label are simply not available in Excel. If you want the detail of each portion of the chart, then the table below represent all the data that are inside the chart. Thanks!
I have unfortunately run across a problem hoping someone can help. I'm trying to add payroll to a specific account. I have a total of 8 accounts set up in the banking tab but unfortunately when I choose what account to deposit the payroll into the drop-down is only lists about 5 accounts and not the specific one I need. I've tried correcting by removing and then re-adding the missing accounts and still no luck any help is greatly appreciated.
I am the one who mostly manages our finances, but is there a way I can share this with my husband so he could also add stuff to it or at least be able to look at it to see if something is in the budget while out?
Edit to Add : In the debt calculator when adding extra money to put toward is there an option to list it for individual debts rather than the month itself? i see it changes each debt so when you put $100 extra I assume that means its being split up between all of them? If you only add an extra $5 that month to 1 debt I could see it being a pain and making minuscule changes to the others that were not affected by that $5
Hi there! Yes absolutely you can share your spreadsheet with other people, especially if you use Google Sheets. In Excel the sync will not be the best. So if you use Google Sheets, click on Share, and then add the email of the other person.
Concerning the debt calculator, you cannot attribute a payment to a specific debt. The payment is automatically use to pay the next debt to pay depending on your strategy. The goal of this spreadsheet is to become debt free as soon as possible. So you should follow the strategy and attribute your payment to this debt.
Thank you!
Hello, it's amazing. Is there a multi-year tab?
Hi there! This product works on a 12 months basis. So it means that at the end of the year you would have to create a copy of the spreadsheet and "start it over" for the new year. Thanks
Hi! Is there anyway to put in joint expenses? Eg: mortgage is a shared expense not attributed to one person
Hi there! Absolutely, the best solution would be to split this expense in 2 in the monthly tab, and then attribute each expense to the right person in the Distribution tab. Thanks!
Question? Can I share this workbook via web/cloud with my husband, so we can work together on the file at the same time?
Hi! Yes it is possible!
The best is to use the Google Sheets version of our spreadsheet, and share the spreadsheet with your husband. To do it, click on the "Share" button at the top right when the file is open, then in the "Add people and groups" box add the email address of your husband. Leave the drop-down menu as "Editor" and click send.
If you use Excel, you could also do it but is is less user friendly. You have to add the spreadsheet to your OneDrive account, and then share your spreadsheet with your husband.
Thank you!
Is there a way to create a dropdown of the descriptions for bills, debts, expenses etc? So I dont have to enter it in each month? Also reduce the diff variations??
Hi! The best solution in this spreadsheet to avoid mistake and to save time is to copy and paste your category names column by column from one month to another. Thank you!
Hi, great tutorial! Thanks for including this. Question - where do we put Credit Card transactions?? The account provenance only has Checking, Savings, or Cash. What about Credit Cards?
Hi @belshares!
We thought a lot about credit card accounts (and also all debt accounts like mortgage, loan, etc.) and we finally decided to not include these accounts to our spreadsheet for the moment because it was very difficult to make it simple for our customers.
So if you pay some expenses with your credit card, simply attribute your expense to the checking account, the one you pay your credit card balance with. This way, your expense will not be counted twice.
Hope it helps!
Is it possible to start from September rather than January? :)
Yes absolutely! You could start this spreadsheet whenever you want in the year. Thanks
Hi, thanks for the amazing spreadsheet. I was curious about the "Debts" section within a certain month. It only includes 16 lines and if sharing with another party, that may not be sufficient room - I thought about lump summing the amounts but the issue is that this field populates into the calendar to show what's due on a given day for each month. Is there another way to fix this to get all of your debts pulled into the calendar? The only other thing I can think of doing is to use the extra lines available for Subscriptions to pull in the info to calendar but I'd prefer to do it the correct way for it to be labeled as such. Also, have you ever thought of having a separate table for "Household Expenses" so that you could determine the amount it costs to keep up the household monthly? (Mortgages, HOA, homeowners insurance, utilities, etc)
Hi! We are really happy to know that you like our spreadsheet! You definitely found the best solution with this spreadsheet if you don't have enough space for your debts. For this, we developed another product, our Premium Annual Budget Planner, that have more rows for each category. Here is the link to this product : ua-cam.com/video/A4WgxTvQ5Io/v-deo.html
Contact us on Etsy, we will be able to find a solution for you! Thank you!
Thanks for the video but I am finding that there just isn't enough lines for subscriptions and other fields such as the calendar.. I have quite a number of subscriptions (hence me getting this s/sheet). It would be good if we were able to add or if it was delivered with more fields; I am finding it a bit restrictive.
Hi! Don't hesitate to contact us on Etsy, we could easily do a switch with our Premium Annual Budget. There is more rows and more features in this spreadsheet. Here is the link : www.etsy.com/ca/listing/1583456949/family-annual-budget-monthly-budget
Thank you!
Is there someway to enter your monthly bills and it automatically apply to all months? Do we have to fill it ALL in every month?
@@asusi1507 Hi there! In this spreadsheet it is not really possible. The only way is to copy and paste your categories column by column from one month to another.
Or you could purchase our Premium Annual Budget, and we will refund you your previous purchase. Here is the link to this product: prioridigitalstudio.etsy.com/listing/1583456949
Thank you!
Hi! Where in the video do you talk about budget vs real?
Hi! You can take a look at the video between 5:30 and 6:10. Thank you!
why doesnt the bank page connect with the months, so i can have a running ledger?
Hi there! I am not sure to understand your question because the bank account tab is connected to the monthly tabs. Thanks
@@Prioridigitalstudio I am looking to have a running ledger of what is left in my bank account as I go. I like to log the transaction, but is there a way to add to that section where it deducts and shows what is left in the bank account?
@@dawntesta2300 All the features you mentioned are in the bank account tab. The current balance in the bank account tab in the money you should have in your bank account based on your withdrawal and your income you inputted in the monthly tabs.
How do I select debts in the Category Section it isn't a drop down option
Thanks
Hi there! There is no drop down menu in the monthly tab to select you debts. You simply have to type it in. The debt calculator tab and the monthly tabs are standalone. Thank you!
I downloaded but my pie chart for "where does my money go" doesn't have the arrows - can you help?
Hi! I suppose it is because you are using Excel instead of Google Sheets like in our tutorials. For this type of chart, the label are simply not available in Excel. If you want the detail of each portion of the chart, then the table below represent all the data that are inside the chart. Thanks!
I have unfortunately run across a problem hoping someone can help. I'm trying to add payroll to a specific account. I have a total of 8 accounts set up in the banking tab but unfortunately when I choose what account to deposit the payroll into the drop-down is only lists about 5 accounts and not the specific one I need. I've tried correcting by removing and then re-adding the missing accounts and still no luck any help is greatly appreciated.
Hi! Simply contact us on Etsy, we will fix your issue very quickly! Thank you!