HOW TO DOWNLOAD THE FILES
Google Sheets - Open the PDF file named "2024 Budget Tracker -GOOGLE SHEETS" or "2024 Budget Tracker - Sheets" and click the linked button to download the file.
Once the file opens on your browser, make a copy of it to your personal drive
by going to File and selecting make a copy. Now you are ready to edit!
Excel - Copy the file named "2024 Budget Tracker - EXCEL SHEETS" or "2024 Budget Tracker - Excel" to where you want it to be saved on your computer and then open it to start editing!
DO NOT UPLOAD EXCEL FILES TO GOOGLE SHEETS OR DOWNLOAD
GOOGLE SHEETS FILES TO EXCEL. This will cause errors when working with
the files. You need to download the version made for the specific application
you want to use.
THINGS TO NOTE
Don’t add or delete any cells, rows, or columns
Because of the way the backend tabs are set up, be careful not to add or delete any rows, columns, or cells in the spreadsheet. If you need more rows, email firstname.lastname@example.org, and we'll send you the extended file. If you want to delete blank rows, you can hide them, but do not delete them.
How do I aggregate my expenses?
You can aggregate all of your monthly spending seamlessly using the transaction tracker. This tracker allows you to enter your transactions and then select the category you want the transaction to fall under. You can enter your transactions at the end of each day, week, month, really whenever you'd like! I personally like to enter my transactions at the end of each week so I can see everything I spent money on, where I can cut down, and how close I am getting to my monthly spending goal in the Planned vs. Actual spending chart.
Can I use an automatic aggregator to enter expenses instead of individually entering transactions?
Of course! Just enter the date you are entering the total expense amount and the total amount, and then select the respective category in the transaction tracker, and it will work the exact same. Once the totals are entered, you'll be able to see how close you are to your spending goal and how much of the month you have to go in the Planned vs. Actual spending chart. The next time you update the total amounts, just update the date and the total amount in entries you already entered.
Why are my dropdowns blank?
Sheets - Your Google Sheets dropdowns may be blank because you are using an Excel file on Google Sheets. You will see a "-xlsx" next to the file name if this is the case. If you plan to use Google Sheets, you need to download the Google Sheets version of the tracker. If you are not using an Excel file on Google Sheet’s, please share the link to your file and I will look into this error for you!
Excel - The functions for the dropdowns use formulas only available to Microsoft 365 and I believe Excel 2021, so if you are using an older version, that would be why they are blank. If you don't want to use Google Sheets, I found a workaround to get the dropdowns to work in older versions of Excel. Please send me your file and I will fix this for you!
Why are there no checkboxes in my habit tracker?
The checkboxes are only available in the Google Sheets version because Excel hasn’t released their new checkboxes yet. Once they roll out the new checkboxes to all of Office 365, my plan is to update the Excel version and send it out to anyone who bought it! Hopefully they release them soon. To check off a task in the Excel version, you just enter a lowercase “x” next to the goal and it works the same!
How do I change the currency/date format?
Google Sheets: To change the currency, select the whole sheet by clicking the button between “A” and “1” in the upper lefthand corner (or, you can select the sections of cells that you’d like to change to another currency). Then, select Format > Number > Custom Currency and select your desired currency from the dropdown! To change the format of dates select the dates you want to reformat > select Format > Number > Custom Date and Time and select the format you want to update the dates to here.
Excel: To change the currency, select the whole sheet by clicking the button between “A” and “1” in the upper lefthand corner so it selects all cells (or, you can select the sections of cells that you’d like to change to another currency). Then, in the Home ribbon,” select the dropdown next to the $ and select your currency of choice. To change the format of the dates select the dates you want to reformat > open the Number Formatting dropdown > select More Number Formats > select Dates and then select the format you want to update the dates to here.
Why does the font look different?
The epilogue font is only available in Google Sheets. In order to update the font, you would have to install the epilogue font into your Excel account and then update the font manually.