- Author SelamT
- Creation date
- Featured
Community numbers
10
Members
9
Threads
25
Messages
12
Resources
17
Files
- Latest member
- PriyaS
Frequently asked questions
Using the planner
Can I rename the spending categories?Yes. Type over them on the Setup tab; every other sheet picks the new names up.
Can two people work in it at the same time?
In Microsoft 365 and Google Sheets, yes. In a locally saved file, one at a time.
How do I start a new year?
- Open the Setup tab.
- Change the first month.
- Press Archive and reset. Last year is kept on a hidden sheet.
Problems
The progress bars are missing.You are probably in Google Sheets, where they are drawn as plain bars. The numbers are still right.
A total shows
#REF!.A whole row or column was deleted. Undo it, and clear the cells instead of deleting them.
Each month compares planned against actual per category. A month is marked red when the actual total is more than 5 % above plan, or when any single category is more than 25 % above plan.