Excel business expense tracker how to#
Excel business expense tracker android#
Excel business expense tracker download#

It should be MM/DD/YYY in the tracker and if you have it the other way around it won’t read the data. Watch this tutorial to troubleshoot your data transfer issues.Ĭheck to make sure the format of the date is correct.

Excel business expense tracker how to#

I also have a tutorial on how to fix it - click through here! Help! My data isn’t getting transferred over to the table and graph! How you can fix this according to Google :) Accessing my form won’t do anything unfortunately :( You don’t need access to my form - if you’re having trouble opening the form you copied - you must change the permissions on your form. Make sure you’re signed into your Google account on the browser you’re trying to open the form/tracker :) How do I change the currency?Ĭheck out my video on customisation! How do I convert to Euros? There’s an error!Ĭheck out this video :) Please give me access to your form! I am not an Excel wizard so once I designed the basic mechanisms I had a friend of mine polish off the formulas so everything was working perfectly and efficiently.Īnd thanks to everyone’s comments and suggestions I built Expense Tracker 2.0, which also logs your income in its own dashboard! Help! It’s always asking for “Permission”!?! It was then I heard about a person on Reddit who had an expense tracker that connected via Google Forms - the tracker itself didn’t collect data in the way I liked it, so I just took the Google Form > Sheet concept and built a completely new tracker + form that had all the features and user experience I wanted :) My amazing friend Julia showed me her own tracker it had the ~rainbow categories and graphs which I thought was awesome - I used that for a while but putting data directly into the sheet was getting more difficult to do as time went on. I had been using a very basic expense tracker that I built on Google Sheets for years - it wasn’t great but it did the job! Select Action menu (icon next to +) and select ‘Add to Home Screen’. It will be the ‘editable version’ where you can’t input data. Open your Expense Tracker Form in your Safari app browser. The data will also transfer to the table and graph as well. Input the test data and the response will show up in your Google Sheet. If you get the ‘You need permission’ bug, copy the link of the sheet and open it in Safari or Chrome.Ĭlick the 3 dots icon then Preview (Eye) icon in the top right corner. Open the link - It should open in your Google Drive App

Excel business expense tracker download#

How to download the Expense Tracker on iOS + Add to Homescreen Select 3 dots in the top right corner again and select ‘Add to Home Screen’. Select 3 dots in top right corner and select 'Preview’ - it will open a new tab with the form where you can input data Open your Expense Tracker Form in your browser. Open your Google Drive App (Download it if you don’t already have it) To test - open the Expense Tracker form, click the 3 dots icon then Preview (Eye) icon in the top right corner. Select the Expense Tracker ONLY and select the 3 dots icon under the thumbnail and “Make a Copy” to your Google Drive - YOU DO NOT NEED TO DOWNLOAD OR ACCESS THE FORMīoth a copy of the Expense Tracker + Form will be added to your Drive and be automatically linked :) Open the link > Select your gmail account, It should open in your Google Drive App

Excel business expense tracker android#

How to download the Expense Tracker on Android + Add to Homescreen Version 2.2 has a monthly AND weekly overview AND all the built in categories Version 2.1 has a monthly AND weekly overview with limited categories Version 2.0 has a monthly overview ONLY with limited categories ( Tutorial on how I built it) Great for freelancers and those with multiple streams of income

Has 2 forms, one for Expenses and one for Income Version 1.1 has a monthly AND weekly overviewĮxpense + Income Tracker Version 2.0 (Watch the Tiktok Video)

Simpler version, with only one form for expenses and income Set your budget, and if you go over your month will go redĬalculates your gross savings based on your monthly income and expensesĮxpense Tracker Version 1.0 (Watch the Tiktok Video) Simple expense form that can be installed on your phone’s homescreen for easy access and input Track your expenses with customisable rainbow categories My Expense Tracker Youtube tutorials have totalled over 100k views. It has over 3 million views and the feedback has been immensely positive. I designed it for myself originally, and in 2020 made a video about it… which went viral. It uses Google Sheets combined with Google Forms, and is an accessible and readable tracker that anyone can use. The Expense Tracker is easiest way to keep track of your spending - simple, customisable, no app required.