How to create monthly spending tracking in Google Sheets

You want to easily manage monthly expenses by category in Google Sheets without using complicated formulas. Below is a simple way to manage expenses in Google Sheets .

How to create monthly spending tracking in Google Sheets

How to manage monthly expenses using Google Sheets

Columns that should be included in expense management in Google Sheets

Spending management can involve a lot of things you've never done before, but it's best to keep things as simple as possible. Start with 3 or 4 simple columns, if you want to add dates to transactions, and build out a more detailed spreadsheet later as needed.

The 3 columns that should start are Place, Category and Amount.

  • Place - Store to visit.
  • Category - Type of goods purchased.
  • Amount - Total amount payable in that transaction.

How to create a color-coded drop-down menu for spending categories in Google Sheets

You can create a drop-down menu using Data validation in Google Sheets. This is a great solution for managing expenses because it allows you to quickly select a folder with a few mouse clicks, instead of manually typing it in each time. You can do this by following these steps:

  1. Click the cell in Category .
  2. Go to the Data menu at the top of the screen.
  3. Select Data validation from the list.
  4. In Criteria , select List of items .
  5. Enter category names in this field, separating them with commas.
  6. Click Save .

How to create monthly spending tracking in Google Sheets

You will see a drop-down arrow in the cell after saving it. Now it's time to use conditional formatting in Google Sheets to color-code your categories.

  1. Go to Format in the top menu.
  2. Select Conditional formatting from this list - a sidebar will appear.
  3. In Format rules , click the drop-down menu under Format cells if…
  4. Select Text contains .
  5. Place the folder name in the field that appears below.
  6. In Formatting style , change the background color or text color.
  7. Click Done .
  8. Repeat the above steps with other categories.

To place a drop-down menu in each cell below the Category column , copy the cell with formatting. Next, before pasting, click the title cell while holding CMD or CTRL .

How to use date and currency formats in Google Sheets

If you want to keep date and money formatting consistent in each cell in Google Sheets, do the following:

Date format

If you're using a date column and want to keep things consistent, you can add specific formatting to each cell.

  1. Select the entire column using the letter at the top.
  2. In the toolbar, click More formats . Its symbol is 123 .
  3. Select Date - next to it is an example of how to display the date.

Alternatively, you can do this by going to the Format menu at the top and under Number, select Date or Custom date and time .

Currency format

To add currency formats to the quantity column, select the entire column > More formats and click the USD sign in the toolbar. You can also find this option in the Format menu under Number . Here, you can choose Currency , Rounded currency and Custom currency .

How to create monthly spending tracking in Google Sheets

Custom currencies let you change how decimals and symbols are displayed, choose the appropriate dollar style, or choose a different currency.

How to use the SUM function to calculate total expenses in Google Sheets

  1. Select the cell you want to sum.
  2. Go to Insert in the top menu.
  3. Select Function.
  4. Select SUM at the top of the list.
  5. With the cursor between the brackets, click the letter at the top of the column,
  6. Press Enter on the keyboard.

How to create monthly spending tracking in Google Sheets

How to use the SUMIF function to calculate total categories in Google Sheets

  1. Select the cell you want to sum inside.
  2. Go to Insert in the top menu.
  3. Select Function > Math > SUMIF .
  4. Between the brackets, enter the column range for the category, for example B:B.
  5. Add a comma and type the folder name in the quotation marks.
  6. Enter another comma, add quantity column range.
  7. Press Enter on the keyboard.
  8. Repeat the above steps for each category.
  9. Now the master list will appear and change as you work.

How to use filters to view spending categories in Google Sheets

If you want to categorize or hide transactions, you can add filters to Google Sheets . To do this, select the column you want to sort, then click Create a filter in the toolbar. 3 lines will appear next to the title column.

Click on those 3 lines and you will see a list of options. In the category column, you can use Filter by color to quickly display a category or use the checklist below to select or deselect them. You can also use Sort AZ in the quantity column to view transactions from least to most expensive, or Sort ZA.

Above is how to create an expense management table using Google Sheets. Hope the article is useful to you.

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