Complete Tutorial for the Annual & Monthly Budget Spreadsheet 4.0 for Google Sheets and Excel
This is the tutorial for my latest Annual & Monthly budget update 4.0 for Google Sheets and Excel. Learn how to set up and use the Annual & Monthly Budget Spreadsheet in this full tutorial! I’ll walk you through each tab. From Setup and Recurring Transactions to the Calendar, Dashboard, and Monthly Budget tabs, so you can confidently manage your income, expenses, savings, and debt.
You’ll also see how to:
• Use the 50/30/20 budgeting rule
• Breakdown couples income and spending
• Track recurring bills and subscriptions automatically
• Monitor savings goals and net worth progress
• Stay organized with built-in charts and summaries
This spreadsheet is designed to make budgeting simple, stress-free, and beginner-friendly.
Get your own copy here:
https://myproductivelifeco.com/produc...
00:00 Intro
01:20 Setup
03:40 Recurring
04:25 Calendar
05:10 Dashboard
05:48 Monthly Tabs
08:36 Account Tracker
09:02 Credit Card Repayments
09:53 50/30/20 Budget Dashboard
10:55 Couples Budget Breakdown
11:15 Savings Planner
12:43 Subscription Tracker
13:23 Net Worth Tracker