Track business expenses in Google Sheets
Create a simple expense tracker to stay organized for tax time.
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Who is this for?
This guide is for Freelancers, Solopreneurs, and Small Business Owners who need a lightweight, free alternative to accounting software.
Step-by-Step Guide
Key Terms Defined (Dictionary)
| Term | Definition |
|---|---|
| Cell | The intersection of a row and column (e.g., A1), where data holds. |
| Formula | An equation (starting with =) that performs calculations (e.g., =SUM()). |
| Data Validation | Restricting what data can be entered in a cell (e.g., creating Dropdowns). |
| Pivot Table | A tool that summarizes and reorganizes selected columns and rows of data. |
| Freeze Panes | Locking rows or columns so they remain visible while scrolling. |
Common Pitfalls & Troubleshooting
- Formula Errors: If you see
#DIV/0!or#VALUE!, check that you haven't typed text (like "$10 USD") into a number column. Only type the number "10" and let the formatting handle the "$". - Sort messing up headers: If you sort your sheet Z-A, make sure your header row is Frozen (Step 11), otherwise, the header might move to the bottom.
- Broken Dates: Google Sheets can be sensitive to date formats (US vs UK). Check File > Settings > Locale to match your region.
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Sheets sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.