Steps For A New Year Budget - Revised Version

I have looked around for a step-by-step process for creating a spreadsheet for each calendar year. There are some topics that cover things such as archiving, which is part of my process, but I could not find anything that brought it all together into one set of steps.

Here are the steps I am taking, but I have a few questions. The questions are highlighted in yellow. Also looking for any input on the correctness of this process.

I created the document in Microsoft Word, but since it does not paste with formatting into this editor, I have attached the document as a graphic file.

I watched the webinar for preparing for 2025, and it seems that Morgan from Tiller created a new spreadsheet for each calendar year, which is what this process is doing.

Thanks!

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Hi @finances! :wave:t5:

Thank you for sharing your consolidated steps so far for a new year’s budget sheet. I think with the flexibility of spreadsheets one can really customize their sheet in whichever form works best for them! - that’s the beauty of it.

I think this guide is a great reference point to check some of the steps you’re uncertain about when starting with a fresh sheet for the year. There is also this one specific to multi -year budgeting within the same sheet should you find yourself needing to do that down the line.