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Create Your Own Online Spend Tracker Using Google Forms + Google Sheets
Tracking your spending is a great thing to do every once in a while. Even if it’s just for a short period of time, tracking your spending can provide an amazing insight into where your money is going. It can help you understand if your spending actually lines up with your values and goals.
You may want to do this permanently, to help you track your progress towards your goals, or you may want to do this temporarily, perhaps to help get your spending back on track, or to find out where your miscellaneous spending is going. You may also want to do this 1-2 years before retirement, just to make sure that your retirement budget isn’t missing anything.
You might want to track your spending… but you don’t want to give Mint all your passwords or pay YNAB a monthly fee. What you’re looking for a low-cost budgeting alternative that is still somewhat automated and easy to use, so why not setup your own spend tracker using Google Forms and Google Sheets?
Don’t want to set up your own spend tracker? Use our free Budget Tracking template. It’s built on the same principles as below, but we’ve already done a lot of the work for you. More details at the end of the post.
Creating your own spend tracker using Google Forms and Google Sheets is super easy to do. Google Forms integrates with Google Sheets so that every entry you make gets automatically added to your Google Sheet. As you spend money you simply pull up the Google Form on your phone, enter the amount and the category and hit submit. Google automatically adds this entry to your Google Sheet with a timestamp.
To help we’ve created a short video to guide you through the steps. In this video we’ll create a basic spend tracker, it’s nothing fancy but you can always add more functionality/charts later.
How To Update Your Financial Plan
Despite being extremely sophisticated, a rocket ship only gets to its destination by making small adjustments along the way. These adjustments help account for small changes in weather, weight, fuel efficiency etc.
Personal finances are very similar, it’s not nearly as complicated as rocket science of course, but to reach our target we need to make small adjustments to our personal finances along the way. These adjustments help account for changes in income, increases in spending, changes in our situation and goals etc.
A financial plan isn’t meant to be static. A financial plan is meant to be dynamic and ever evolving.
For that reason, a financial plan should be updated at least once per year.
And one of the best times to update a financial plan is in the new year. With changes in tax rates and gov. benefits, upcoming RRSP contribution deadlines, and tax season approaching, it’s a natural time of the year to revisit personal finances.
There are a few key areas in a financial plan that should be updated each year…
18 Great Financial Goals For The New Year
Here we go again! It’s time for the New Year! It’s time for New Year’s resolutions and time for new beginnings (and it’s time to recover from all that holiday spending!)
After indulging in the gifts and the treats, a New Year’s resolution is the perfect time to change course, it’s the perfect time to focus on your personal finances, and there are lots of great financial goals to choose from!
Did you know that about half of us make a New Year’s resolution each year? While dieting, exercise, and eating right always seem to top the list, this year you should consider making a New Year’s resolution that is focused on your personal finances.
A New Year’s resolution is the perfect way to make a positive change in your life and it’s a great time to make a change to your personal finances too. The new year is the perfect time to reflect on your personal finance routine, take stock of your situation, and choose a great financial goal to focus on in the new year.
Why wait? Start your New Year’s resolution now. Don’t put all that pressure on New Year’s, start your resolution today!
If you’re looking for some inspiration we’ve got 18 great financial goals for your New Year’s resolution.