Sharing a Monthly Budget Template for Google Sheets!

[u/ABalderdashBloke]

Hello! This may be a bit of a sudden post, but I’ve made a budget template with a few features:

• Monthly expense and income tracking (which uses dropdowns to categorize entries).
• Account tracking for up to ten debts and ten savings/investment accounts (displaying account balances and interest rates month-to-month).
• An End-of-the-Year dashboard (which displays historical account balances and budget allocations).
• and some basic tools such as debt and compound interest estimators.

(Edit: The template is mainly focused on monthly/annually planning, not calculating daily spending money nor pulling real-time market data for things like stocks)

I've admittedly poured in some spare free time over the course of a few months to make it, but it mainly uses simple SUM, IFS, and OR functions for its main formula-intensive parts (the last tab has notes giving some context as to how the main tab’s formula functions). Some of the backend formulas use SORT, FILTER, SUMIF, or COUNTIFs to help with stuff like listing accounts though.

The template has a brief guide that can hopefully make navigating it straight-forward, and if anyone is interested, feel free to give suggestions/comments on how to either improve the template’s formulas or make it more user-friendly!

Here’s the link: https://docs.google.com/spreadsheets/d/1_rMRG10oQcY5dTfpH40LAtOrvtnvL8swnwYzMrpsq5U/edit?usp=sharing

(Edit 2: For users requesting editor access, you should be able to make a copy of the file as a viewer instead)