Super Budget Template Tutorial: The ULTIMATE Budget Spreadsheet (Google Sheets, Excel, & Numbers)

12/4/24 •

Summaries by topic

• English

This tutorial details a comprehensive budget template designed for Google Sheets, Excel, and Numbers, offering both simple and advanced options for budgeting. The template includes features for tracking income, expenses, debt, savings, and investments, helping users understand and manage their finances better. The speaker encourages viewers to use the template to gain financial control, reduce expenses, and achieve financial goals.

Template Access & Setup

• 00:00:12 The budget template can be downloaded from the video description, accessible through Google Sheets, Excel, and Numbers. Users with Google accounts can copy the master template to their drive for editing, while others can download it as an Excel file.

Template Sections

• 00:00:54 The template is divided into sections including the financial inventory, yearly glance, simple template, and super template. The speaker recommends starting with the simple template for budgeting beginners and progressing to the super template for more advanced users.

Financial Inventory

• 00:04:56 The financial inventory sheet is a central hub for organizing all aspects of a user's finances, including income, fixed and discretionary expenses, savings, debt, investments, and assets. This helps users gain a comprehensive view of their overall financial picture and net worth.

Simple Budget Template

• 00:12:10 The simple template is based on the free budget toolkit and includes sections for debt, fixed expenses, fun/discretionary expenses, fudge/miscellaneous expenses, and future/savings goals. It helps users track planned vs. actual spending and incorporates sinking funds for specific savings goals.

Super Budget Template

• 00:22:50 The super template offers more advanced features than the simple template, utilizing a daily expense tracker for recording transactions and offering real-time updates on budget balances. It provides a detailed income and expense summary and allows for more granular tracking of debt, savings, and subscriptions.