Budget Tracker | Manage Multiple Accounts and Currencies

2 min read 4 months ago
Published on Apr 22, 2024 This response is partially generated with the help of AI. It may contain inaccuracies.

Table of Contents

Tutorial: How to Use the Budget Tracker to Manage Multiple Accounts and Currencies

In this tutorial, we will guide you through using the Budget Tracker tool created by Planet Finance to manage multiple accounts and currencies using Google Sheets and Google Forms.

Title: Budget Tracker | Manage Multiple Accounts and Currencies

Channel: Planet Finance

Overview:

The Budget Tracker is an automatic tool that helps you manage your finances by tracking monthly and annual budgets. It allows you to analyze your spending and earning behaviors through tables and charts. You can track data from different accounts and currencies, making it a versatile tool for personal finance management.

Instructions:

  1. Access the Tracker:

    • Visit the Patreon link provided in the video description to access the Budget Tracker tool.
  2. Setting Up the Tracker:

    • Watch the demonstration in the video to learn how to set up the Budget Tracker.
  3. Migrating Data:

    • Learn how to migrate your old financial data into the new Budget Tracker system.
  4. Building from Scratch:

    • If you prefer to start fresh, follow the instructions in the video on how to build the Budget Tracker from scratch.
  5. Patreon Support:

    • Consider supporting Planet Finance on Patreon to access ready-to-use trackers in different themes.
  6. Additional Support:

    • You can also support Planet Finance by buying them a Ko-fi or following them on TikTok.
  7. Resources:

Chapters in the Video:

  • Demo
  • Patreon Set-Up
  • Google Form
  • Transactions
  • Set-Up
  • Calculations
  • Monthly Analysis
  • Yearly Analysis
  • Dashboard

By following these steps and utilizing the Budget Tracker tool, you can effectively manage your finances, track multiple accounts, and analyze your spending habits with ease.

Thank you for watching and happy budgeting!

Cheers,
YTRecap Assistant