How to use the spreadsheet
- Start tab: enter the year and your account balance.
- Budget tab: adjust the categories and the amount planned for each.
- Transactions tab: add every expense and income, with the date, category and amount.
- Dashboard tab: pick the month in the list and everything is calculated.
A few examples are already filled in to show you how it works: delete them before you start.
Not sure what amounts to plan yet? Our guide How to make a budget in 5 steps and the 50/30/20 calculator help you set your first limits.
Frequently asked questions
Is the spreadsheet really free?
Yes. The download is free and doesn't ask for sign-up or an email address.
Does it work with Google Sheets?
Yes. In Google Sheets, go to File, Import, then upload the file. Formulas, drop-down lists and charts all work. It also opens in Excel and LibreOffice.
Can I change the categories?
Yes. In the Budget tab, rename, add or remove categories: the drop-down lists and calculations follow automatically.
How is it different from the Souski app?
The spreadsheet does the same maths, but it's easier to fill in on a computer. The Souski app is built for your phone: you log an expense in 5 seconds, wherever you are, and your dashboard updates by itself.