Keeping track of expenses is essential for both personal and business finance management. But manually entering data can be time-consuming and prone to errors. That’s where Sheetgo’s Expense Tracking Module comes in—a powerful, automated solution that simplifies your expense management and gives you real-time insights into your financial health.
Why Choose Sheetgo’s Expense Tracking Module?
Sheetgo’s Expense Tracking Module is designed to make financial management easier and more efficient. By leveraging the power of Google Sheets and Sheetgo’s automation capabilities, you can:
Automate Data Collection: No more manual data entry. Sheetgo automatically imports your expense data from various sources, saving you time and reducing the risk of errors.
Centralize Your Data: Keep all your financial data in one place. The module integrates seamlessly with your existing Google Sheets, creating a centralized hub for all your expense information.
Gain Real-Time Insights: Get up-to-the-minute updates on your expenses with real-time syncing and automated reporting features.
How to use the template
Log in to Sheetgo.
Go to the Templates section on the left side or use this link to directly go to the template.
Click on the Finance category, then click on Expense tracker.
Click on Install Template.
Once you install the template the workflow should look something like this
Process of after template installed.
Data Cleaning Instructions
For individual #1, #2, and #3:
- Expenses Tab:
- Remove all dummy data, leaving only the header columns.
Understanding the Individual Sheet
Rename the Spreadsheet:
- Start by renaming your spreadsheet with your name.
Expenses Tab:
To use it, just register the expenses in the tab Expenses, with date, a description of the expense, receipt ID number, amount, type of expense, and the link for your digitalized receipt.
Dashboard Tab:
The dashboard shows you useful and summarized information about what your expenses are, and how much you spend per day and month. To change the analysis period in the dashboard, enter a different number to change the number of days going back in the past.
Understanding Team expense tracker (master sheet)
The Team Expense Tracker (Master Sheet) is designed to consolidate data from individual users’ sheets into a central Consolidated tab. This process is managed through Sheetgo connections.
Set automatic updates:Set the frequency with which the workflow should run and update your expense tracker master sheets. (How to set up the Workflow Automation Trigger -> click here)
Overview your Dashboard: Use the Dashboard tab to monitor your team expenses.
If you need to add a new user, follow these steps:
Create a New User Sheet: First, make a copy of the individual user sheet template. Clean the data, then share it with the new user.
Add the New User’s Data to the Master Sheet: To include the new user’s data in the Team Expense Tracker (Master Sheet), go to the workflow and find the Consolidated Expenses connection. Click on the Edit option
, then click on Source.
After that, select Add another source.
- Select the New User’s File: Choose the new user’s file, and in the tab name, select the Expenses tab. Save the connection, and the new user will be added to the master sheet.
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