This expense tracker solution is optimized to help you summarize your spending in Google Sheets and includes dashboardzs with several useful charts. This solution can be used for an indivual or by a team of people working together. When you are using it for a team, it involves several similar spreadsheets that are linked together in a master sheet. This walkthrough will show how the tracking works and how it flows into the dashboards.
Expense Tracker Template
Once you are signed into Sheetgo, you will be able to select the Expense tracker template from their template gallery.
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After you choose the Expense tracker template, you will gain access to the expense tracking spreadsheets shown above.They will be saved in the path
\My Drive\Sheetgo Templates\Expense Tracker\Team Expenses Spreadsheet. If this is just for you, you can just use one of the spreadsheets. If it’s for a team, you can use aditional spreadsheets for each person.
Filling out the log
Each individual file comes with a log for tracking expenses and its own dashboard. The log shown above has been pre-filled with spending for the last 90 days and this is the data that is flowing into the dashboard.
There is also a column for the the currency values that are going to flow into the dashboard. If you need to change this currency, go to the menus, then to Format, Number, More formats, More currencies. The spreadsheet that I used is defaulted to US dollars because I’m in the United States. Google sheets knows that. So yours may default to wherever you are. But, if you need to change it, that’s how you do it.
In column for the type of expense, there’s a more happening here and you will probably see that because of the drop-down arrow in the right hand side of each cell in this column. When you click on one, there’s a preset list of values that you can choose from for each expense. If the pre-filled values don’t work for you, you can just change them. Go to Data, Data validation, and here are the options that have.
There is also a column for a link to a receipt. If you’re putting your receipts in Google Drive, or you’re putting them in Dropbox, or someplace else, grab the link for that particular receipt and then just paste it in there. Once you paste the link, hover over it and left-click. It would bring you to the image of that receipt.
If you go to the Dashboard sheet in this same file, and you can view a breakdown of your expenses. These charts show you your expenses per day, expenses per month, and a break down by type. If you want to modify any of these, you can just double click on them. You’ll get the dialog box over to the right that gives you all the options to change your chart to whatever you want.
If you’re just one person, and that’s what you wanted to do, track your expenses in Google Sheets, you’re done at this point. You downloaded their template from Sheetgo, and you just used it for an individual.
Combining Files for Teams
To link the individual spending spreadsheets, Sheetgo combines them using a workflow. Sheetgo provides an illustration of this workflow as shown above. There are three files in the team expense folder which is represented by the grey circle with a picture of a folder. They will all flow into the team expense tracker, which is just a name that they gave to the master sheet.
The master sheet combines the individual spreadsheets. In addition, Sheetgo adds the file name on the end of each record so you can see where they came from.
This dashboard in this spreadsheet uses consolidated information from the individual files and they added a few more views so you can see some other metrics. You want to see who the big spender is, right? You can compare the individuals.
You can edit this settings of this workflow. These settings will show us the source is just the folder with the three spreadsheets inside of it. You can pick individual sheets, but you can also just put a folder in here, if you wanted to add something. It would just pull up a file picker on the right-hand side. Select what you want to add and it would put it in the main screen here. Now it’s putting it in the master file. You can also change the desintation file if needed.
You can also enable automatic updates. If you do this, you can choose how often to update it. This option is only available if you pay for Sheetgo. You can update it manually if you want. If you don’t choose the automatic updates, you can update the workflow manually as often as you would like.
There is protection on the worksheet to give you a warning if you try to change it because the data here are supposed to be coming in from the individual spreadsheets. So you shouldn’t be typing it right into here, and if you do it’s going to give you a warning. Heads up, please don’t do that accidentally. That is controlled by Data validation settings that you can edit if you would like.
So that covers it! This expense tracking solution from Sheetgo has all you need to track your expenses or your business’s expenses.