Step 2: Type "sum", or suggestions for the sum function will appear below. Step 1: Simply click on an empty cell or insert an equal sign. So, let's see how to make a finance spreadsheet in Google Sheets using simple functions: SUM Function: Adjust the steps based on your specific needs and preferences.įree Download Simple formulas to make budgeting more effectiveĪ budget sheet without any functions would be incomplete, especially when Google Sheets allows users to use functions with ease. This guide should help you create a basic and effective monthly budget spreadsheet in Google Sheets. You can then share your budget spreadsheet with others. Step 15: To share your spreadsheet, click on "Share" at the top right corner. Step 14: Make any other amendments as needed before finalizing the budget spreadsheet using the toolbar. Step 13: Copy cells using the shortcut "CTRL + C" to copy and "CTRL + P" to paste, rather than copying each cell individually. Place your cursor at the border, and when it changes, drag to adjust the column size. Step 12: Resize columns by selecting them and dragging the border. Click on the “Border” icon and set borders according to your preference. Step 11: Set cell borders using the toolbar. Step 9: Use the “Merge” option in the toolbar to merge three cells for the month, making it visually appealing. If needed, insert rows above by right-clicking on the row numbers and choosing "Insert 1 row above". Step 7: Add appropriate columns for budget, actual, and the difference between budget and actual. Step 6: Differentiate categories by changing the font, style and colors using the toolbar. For example, consider "Income" as the main category and include subcategories such as job income, freelancing, rental income, or any other sources. Step 5: Select your main categories and subcategories. Step 4: With the new blank spreadsheet open, rename the "Untitled" sheet at the upper left corner. Step 3: On the Google Sheets homepage, click on "Blank Spreadsheet" to create a new spreadsheet from scratch. Step 2: From the applications, select "Sheets" to open the Google Sheets console. Step 1: Open Google Drive and click on the "Apps" icon. In this section, we will learn how to create a monthly budget spreadsheet in Google Sheets from scratch, starting from creating a new sheet and building a complete, effective budget spreadsheet to manage your finances. How to make a Budget Spreadsheet in Google Sheets How to make a Budget Spreadsheet in Google Sheets In this guide we will walk you through the simple steps of how to make a budget spreadsheet in Google Sheets. This proactive approach proves crucial for long-term financial tracking and effective budget management. Taking the time to keep tabs on your domestic or office budget offers significant benefits, fostering mindfulness and awareness of spending habits.
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