This is my budget and financial status tracking system: https://docs.google.com/spreadsheets/d/1AInGh0DnXNAWMi7D9Xu-s9ke4iI-RS6W9ddvCd_Jd7o/edit#gid=443625035//template/preview
Q. What is the goal of your workflow?
A. It is a combination budget and financial status tracking system. It’s goal is to a) facilitate the control of discretionary expenditures and b) keep me informed at all times of my financial health.
Q. What problem does it solve?
A. It enables me to achieve my goal.
Q. How did you come up with the idea for your workflow?
A. It started as a conventional budget, but I wanted more, so it evolved.
Q. What are the sheets included with your template?
A. It starts with the Tiller Raw Data Transactions and Balance Histories. These are brought into my 2019 Budget Transactions and Balance History sheets with the Google Sheets IMPORTRANGE function. I believe the rest of my sheets are self-explanatory, but where they’re not I’ll be pleased to answer any questions.
Q. Is it ok for others to copy, use, and modify your workflow?