Set Up CalculationsĮvery entry from your form is gathered in a nicely formatted spreadsheet at Google Sheets. A colorful form might make tracking expenses fun, if that’s at all possible! The paint icon at the top of the page is where you go for those changes. This isn’t necessary, but your form can also include images, headings, and a unique color scheme. You can share this with anyone you want to use the form with, or send it to yourself so that it’s easily accessible from your phone. Use the preview button (the eye icon) at the top of Google Forms to get the URL to your form.This will come in handy later when we interpret all the results from the form. Use the suggestions above, like the payment method and description question, to provide yourself with as much detail as possible. Continue through the form making all the different questions you want to ask yourself each time you buy something.Select the first box and change it to Short answer.Rename your form to something recognizable.You’ll learn that editing the form is extremely easy, so you shouldn’t have any problem customizing it for yourself. We’re using broad questions with even broader answer options to show how this works. This is a sample expense tracker, so yours, by no means, needs to look exactly like this one. So, if you do want a really specific field for something, just make it not required so that you don’t have to use it for every transaction. On that note, you can make any of the fields in your expense tracker form required or not required. You don’t necessarily need a field that asks what kind of food you’re buying, for example, unless this is solely a food expense tracker you might want to also use this for recording rent payment and phone bills. When deciding what to include in a Google Forms expense tracker, keep in mind that you want the fields to be as broad as possible so that they can apply to anything you’re purchasing. Notes: Any extra notes you need to make?.Who ran the expense: If there are multiple people using the form.Payment method used: How are you paying for it (which card/bank/app)?.Category: What type of purchase is it (entertainment, food, bill, etc.)?.Description: What are you spending money on?.Store: Where are you spending the money?.This way, you can see which category is the most problematic and try to trim it down.Here are some examples of what you might want to track: Instead of tracking expenses and income by individual numbers, these percentages can help you keep track of totals of every category in your budget. It splits your budget into percentages, using the so-called 50-30-20 method, where you spend 50% on your needs, 30% on what you want and save 20% of your total budget. This template is indeed very simple and convenient. This sheet lets you track your monthly income and expenses, so you can keep an eye on your net worth and how much money you spent during the entire year. It uses a Google Form linked to a Google Sheet to instantly track expenses on the go. Like the previous template, this one is also a gem that surfaced on the Personal Finance subreddit. This template can come in very handy if you have very little personal savings and have to be smart about your daily expenses. A Reddit user came up with his own method for day-to-day budget management.
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