In our previous video, we've learnt how to keep an eye on an overall income and expenses using Railsware's free budget tracking template in Google Sheets. In this video, you'll learn how to:

Plan your budget
Adjust your expenses to reach financial goals
Plan your finances effectively using Google Sheets
Track monthly spendings using SUMIFS function
Get insights at a glance

To follow along our tutorial, make your copy of the practice sheet: https://bit.ly/rw-budget-tracker

Make sure to watch the first video of our Budget series here: https://youtu.be/ofZyPp1PjO0

0:00 If you fail to plan, you are planning to fail (and why it's true for budgeting)
0:35 What you'll learn in this video
0:50 Budget definition
0:58 Personal Budget Pyramid
1:21 How to Plan a Budget in Google Sheets
1:42 Setting your Financial Goals
2:53 How to set up monthly Budget Tracking in Gsheets
3:15 How to extract data by date or timeframe in Google Sheets
3:31 How to combine DATE function with SUMIFS in Gsheets
4:25 How to type an ampersand (&)
5:12 Shortcut to lock the range in Google Sheets
6:56 How to apply conditional formatting in Google Sheets

Read Railsware's article about Google Sheets: https://bit.ly/gsheets-article

Watch our videos on SUM https://youtu.be/PzNglh81NAM functions in Google Sheets!

Try Coupler.io for the safe data import from various tools to GSheets. Visit Coupler.io website for more details: https://bit.ly/best-gsheets-addon
Join Railsware team http://bit.ly/railswarecareers

We’d love to hear from you! Share your cases of dealing with your personal budget in the comments Make sure to subscribe to Railsware Product Academy and hit the bell button to learn more spreadsheet tips from our next videos!

Design and video production: Oleg Gorovoi
Case creator: Natalia Gorovaia
Speaker: Karina Plastun

#PersonalBudget #GoogleSheetsBudgetTemplate #HowToPlanBudget #GoogleSheetsTutorial