monthly business expenses template for google sheets

Just clone my spreadsheet, then go to Extensions/App Script, then paste all of the scripts below and save. The 'Year' dropdown will increase by 1 automatically every year so don't worry if you see only 20 now.īelow is the scripts I created. Expense Categories: select a specific category to display it through 12 months.Month: to select the month for charts 'Income/expense trends', 'Expense by categories', and 'Income by categories'.There are 2 floating rows on top with 4 dropdown selections: Save button: save all and clear everything for new inputs.You should wait until there is only one box is checked after changing the type of new transaction so that the Category dropbox can change.Category is a dropbox, double click to choose.Do not rename the 'New Transaction' sheet as it relates to the scripts.

There are two check boxes 'Income' and 'Expense', the script will automatically un-check the last one if both is checked.

If you create your own scripts, you might (not sure about this) have to assign scripts to the Save and Clear buttons.

DO NOT use my scripts directly as I may change it some day and it will effect your spreadsheet functioning.

I use scripts to automatically add new transactions to other sheets, the scripts will be posted down below.

Normally you just have to care about sheet 'New Transaction', 'CHARTS', and ' Categories', DO NOT change anything in hidden sheets unless you know what you are doing.

I hope this spreadsheet could make everything simpler for you to track your money daily. Some are too complex, some are too simple and/or ugly. Taking the time to carry out budget vs actual analysis will give you a better understanding of your company’s current performance. Essentially, it involves comparing your budget with what you’ve actually earned and spent. I tried many spreadsheets but tbh none of it met what I wanted. Budget vs Actual analysis is a bit like a financial reality check for your business. I think it's quite good as I spent many hours on this project so here I want to share it with you guys. Hi guys, I've been working on this income/expense tracking spreadsheet for my gf with some basic functions. Please be patient, sometimes it takes a couple of minutes. OPs must reply to the best solution with 'Solution Verified' to change the flair to 'Solved' and award the user a ClippyPoint. You can use this Google Form link to request a shared google sheet be emailed to you that you can use to provide a sample of your issue. Providing a sample of data will make it easier for others to help you.

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Monthly business expenses template for google sheets