JANUARY 2025
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This is your overview of each month! It will automatically update when you add income or expenses. When there is a new month make sure to change the ‘current month’ property so you can view the correct month on this page.
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QUICK ADD
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Quickly add an income, expense, or subscription using these buttons! When there is a new month make sure to change where the income or expense is added to by pressing the settings button & changing the month next to ‘budget monthly overview.’
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UPCOMING BILLS
NAVIGATION
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Please make sure to look through all the pages under ‘Navigation’ each page has instructions and helpful tips for using this budget tracker. Also make sure you don’t delete any of these pages as the budget tracker will not work. I hope you enjoy & find this useful!
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SUBSCRIPTIONS
RECURRING PAYMENTS
INCOME & EXPENSES
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Under income & expenses you can see a list format of all all your income and expenses for the month. When there is a new month make sure to update this in the filters of this database (“…” ➝ “Filter” ➝ “Budget Monthly Overview” ➝ Chose the current month). You will need to change the month in all three views each month. You can also change this filter to view more than one month or the whole year.
Under this section you can also look at a calendar view of all your monthly/yearly expenses to see your spending trends.
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Below are other views that you may want to incorporate into your budget tracker! These will automatically update based on what you add above (i.e., adding an expense, income, etc.). Not everyone will find these useful but if you do feel free to use them.
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EXPENSES CATEGORIES
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YEARLY OVERVIEW
CASH OR MUTUAL FUND VIEWS
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