Ben Collins @ Fina Money: Weekly Google Sheets Tips
This template, inspired by financial expert Ben Collins' weekly Google Sheets tips, is designed to help users track and manage their financial data using Google Sheets in a structured and efficient way. From tracking your total expenses to monitoring savings and debt repayment, this template enables you to visualize and manage your personal or business finances with ease.
Purpose:
The "Ben Collins @ Fina Money" template is intended for anyone who wants to leverage the power of Google Sheets to organize their finances. Whether you’re new to financial tracking or looking for ways to optimize your current workflow, this template provides the structure needed to gain a comprehensive view of your financial health. Sections like total expenses, income by category, debt tracking, and savings help you stay on top of your financial goals.
How to Use This Template:
Sign In and Import:
Sign in to your Fina account and import this page to your profile.
Begin by adding your financial accounts and relevant profiles for easy access.
Update Your Budget Goals:
Add or edit your income and expense goals using the “Edit” option.
Configure Financial Tracking:
For sections like "Total Cash" and "Remaining Cash Balances," customize the metrics to reflect the accounts representing your actual cash flow.
Click on the relevant blocks to set up filters or make adjustments to specific categories and budgets.
Track spending trends, income by category, and net worth with the provided visual charts and graphs. Copy and paste blocks for additional categories or months to further customize the template to suit your needs.
Use Financial Data in Google Sheets:
Manage your financial data directly in Google Sheets using formulas, pivot tables, and other advanced functions that Ben Collins covers in his Google Sheets tutorials.
Tips:
Keep your financial data updated to get an accurate and real-time view of your income, expenses, savings, and debt.
Leverage the net worth history section to track your financial growth over the last 12 months and identify trends to guide future budgeting decisions.
Notes:
If you have multiple profiles or accounts, the template is easily customizable. Just click “Add category” or “Add account” to include additional sections.
You can find more tutorials on financial tracking and Google Sheets at Ben Collins' Google Sheets tutorials.
This template is ideal for anyone looking to enhance their financial tracking skills while leveraging the flexibility and power of Google Sheets.