*ABOUT THIS VIDEO*
In this walkthrough video, you'll learn how to use the income expense savings tracker template. The video covers everything from navigating the various tabs like the instructions, setup, and yearly update areas, to entering and tracking your financial data. You'll also see how to customize the template by changing years and categories, inputting income, expenses, and savings, and utilizing the dashboards for monthly, annual, and multi-year summaries. Additionally, learn how to personalize the color scheme to fit your preferences.
If you have any questions, feel free to send me an email at hello@jpsdigitalpages or [email protected]
00:12 Template Overview and Initial Setup
01:03 Entering Goals and Renaming Tabs
03:01 Setting Up Savings and Expense Goals
03:20 Income, Expense, and Savings Categories
03:50 Navigating the Dashboard Tabs
06:29 Entering Monthly Data
09:19 Reviewing Monthly and Annual Summaries
12:08 Exploring the Multi-Year Summary
13:39 Customizing Template Colors
15:40 Conclusion
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