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Personal Finance Google Sheets Template

Manage and track your personal finances efficiently with our comprehensive Google Sheets template, designed for budgeting, savings, investments and net worth analysis.

Identify categories for income and expenses

Create separate tabs for income and expenses

Input income sources and amounts

Input expenses categories and amounts

Calculate total income

Calculate total expenses

Calculate net income (total income - total expenses)

Approval: Net Income Calculation

Create a new tab for savings and investments

Input savings categories and amounts

Input investment categories and amounts

Calculate total savings

Calculate total investments

Compute net worth (total income + savings - expenses - investments)

Approval: Net Worth Calculation

Set up a budget projection tab

Provide budget estimates for each category

Calculate projected net income (total budget income - total budget expenses)

Approval: Budget Projection

Create a dashboard for overall financial status view

Identify categories for income and expenses

In this task, you need to identify the different categories for income and expenses. Think about all the sources of income and the different types of expenses you have. This will help you organize your finances better and track your money more effectively. What categories can you think of for income and expenses?

Income Categories

Expense Categories

Create separate tabs for income and expenses

In this task, you will create separate tabs in your Google Sheets document for income and expenses. This will allow you to keep your financial information organized and easily accessible. How will you name the tabs for income and expenses?

Income Tab Name

Expenses Tab Name

Input income sources and amounts

In this task, you need to input your income sources and the corresponding amounts in the designated tab. Make sure to include all sources of income, such as salaries, freelance work, rental income, etc. How many income sources do you have? What are they and how much do they contribute to your overall income?

Income Source 1

Amount 1

Income Source 2

Amount 2

Income Source 3

Amount 3

Input expenses categories and amounts

In this task, you need to input your expenses categories and the corresponding amounts in the designated tab. Think about all the different types of expenses you have and categorize them accordingly. How many expense categories do you have? What are they and how much do they typically amount to?

Expense Category 1

Amount 1

Expense Category 2

Amount 2

Expense Category 3

Amount 3

Calculate total income

In this task, you will calculate the total income by summing up all the income amounts. This will give you an overview of how much money you're earning. What is the total income for the given period?

Total Income

Calculate total expenses

In this task, you will calculate the total expenses by summing up all the expense amounts. This will help you understand how much money you're spending. What is the total amount of expenses for the given period?

Total Expenses

Calculate net income (total income - total expenses)

In this task, you need to calculate the net income by subtracting the total expenses from the total income. This will give you an idea of how much money you have left after paying all your expenses. What is the net income for the given period?

Net Income

Approval: Net Income Calculation

Calculate total income
Will be submitted
Calculate total expenses
Will be submitted

Create a new tab for savings and investments

In this task, you will create a new tab in your Google Sheets document specifically for tracking your savings and investments. This will help you monitor your progress towards your financial goals. What will you name the tab for savings and investments?

Savings and Investments Tab Name

Input savings categories and amounts

In this task, you need to input your savings categories and the corresponding amounts in the designated tab. Consider different types of savings, such as emergency fund, retirement savings, etc. How many savings categories do you have? What are they and how much do you have saved in each category?

Savings Category 1

Amount 1

Savings Category 2

Amount 2

Savings Category 3

Amount 3

Input investment categories and amounts

In this task, you need to input your investment categories and the corresponding amounts in the designated tab. Think about different types of investments, such as stocks, bonds, real estate, etc. How many investment categories do you have? What are they and how much have you invested in each category?

Investment Category 1

Amount 1

Investment Category 2

Amount 2

Investment Category 3

Amount 3

Calculate total savings

In this task, you will calculate the total savings by summing up all the savings amounts. This will help you track your progress towards your savings goals. What is the total amount of savings?

Total Savings

Calculate total investments

In this task, you will calculate the total investments by summing up all the investment amounts. This will give you an overview of your investment portfolio. What is the total amount of investments?

Total Investments

Compute net worth (total income + savings - expenses - investments)

In this task, you need to compute the net worth by adding the total income and savings, and subtracting the total expenses and investments. This will give you an overall picture of your financial health. What is your net worth?

Net Worth

Approval: Net Worth Calculation

Calculate total income
Will be submitted
Calculate total expenses
Will be submitted
Calculate total savings
Will be submitted
Calculate total investments
Will be submitted

Set up a budget projection tab

In this task, you will set up a budget projection tab in your Google Sheets document. This will help you plan and track your financial goals. What will you name the budget projection tab?

Budget Projection Tab Name

Provide budget estimates for each category

In this task, you need to provide budget estimates for each category in the budget projection tab. Think about how much you want to allocate to each category and enter the estimated amounts. How much do you want to budget for each category?

Budget for Category 1

Estimated Amount 1

Budget for Category 2

Estimated Amount 2

Budget for Category 3

Estimated Amount 3

Calculate projected net income (total budget income - total budget expenses)

In this task, you need to calculate the projected net income by subtracting the total budget expenses from the total budget income. This will give you an idea of how much money you're projected to have after budgeting. What is the projected net income based on your budget estimates?

Projected Net Income

Approval: Budget Projection

Provide budget estimates for each category
Will be submitted

Create a dashboard for overall financial status view

In this task, you will create a dashboard in your Google Sheets document to provide an overview of your overall financial status. This will help you visualize your financial health and make informed decisions. What will you name the dashboard tab?

Dashboard Tab Name

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