Upgraded Budget Template
Upgraded Budget Template
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Background:
When I found out that Beatrice, a content creator on YouTube that focuses on productivity and self-improvement, would like to up-level the current budget template for her online community, I immediately reached out to her because I have been following her content for a few years now.
This new template is more user-friendly than the previous one. So, it allows users to easily customize it for their purposes and current situation. It was shared on her social media platforms - newsletter (15,000+ subscribers) and IG (26,000+ followers).
There were two main issues with the previous template:
The setup caused confusion and inconvenience to a lot of users. They need to add and remove categories manually, then update the formulas every time a change is created in the categories section.
No space to budget, only for tracking.
With the updated template, users can now:
Use the ‘Categories Sheet’ to add or remove a category as formulas were set up, so these changes are adapted automatically.
Use the ‘Budget Sheet’ to compare the planned vs. actual monthly totals in each category.
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