Monthly Expense Tracker Google Sheets Template

Are you tired of manually tracking your monthly expenses? Look no further! A monthly expense tracker Google Sheets template is a powerful tool that allows you to automatically import data from multiple sources, including Pipedrive, Xero, and more. In this article, we'll explore how to use Coupler.io to fetch data from your bank's API and set up a seamless expense tracking system.

To get started, check if your bank has an API available for automated data fetching. This can be done easily with Coupler.io. Once you've verified the availability of the API, you can import transactions from your bank into Google Sheets. For non-cash spending and revenues, importing transactions is a convenient option. However, for cash expenses, you may need to input the data manually.

The expense tracker template consists of several sections:

* Amount: Enter the amount of income or expense in the currency of your choice.

* Expense/Income: Select the type of expense or income from the drop-down list.

* Period: A technical field that extracts the name of the month from the date you specify in the Date column.

* Date: Specify the date of your income or expense.

To import your income and expenses, navigate to the 'Import your income/expenses' sheet. From here, you can manually or automatically input data about your revenues and expenses. This sheet also contains a breakdown of income and expenses by categories and months.

The 'Expense Tracker' sheet is where the magic happens. It allows you to filter out expenses by categories according to the selected period. You can specify your own categories for income and expenses, making it easy to customize the tracker to suit your needs.

To update the pie chart with your new data, simply change the period to filter by. Click on cell B43, select a period from the drop-down list, and watch as the chart updates automatically.

In conclusion, the monthly expense tracker Google Sheets template is a powerful tool that makes it easy to track your expenses and stay on top of your finances. By using Coupler.io to fetch data from your bank's API and setting up the template according to your needs, you can say goodbye to manual expense tracking and hello to a more organized financial future.

Monthly expense tracker google sheets template