How to Track Your Finances Using Your Smart Phone and Google Forms


Tracking your finances is an important skill to successful independent living. This guide will help you create a phone-friendly finance tracker that helps you be more aware of your income and expenditures, so that you can be more financially responsible.

Part 1
Making Your Form

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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Go to and log into your Google drive account. If you don't have an account, it will prompt you to create one.

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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Inside your drive account, select the ‘CREATE’ button, followed by ‘Form’ on the drop-down options. If your drive account is empty, select the ‘NEW’ button and you’ll find forms in the ‘More’ section.

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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Click and highlight ‘Untitled form’ and replace it with the what you wish to call your form. We'll go ahead and call ours 'School Budget'.

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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Replace the Question Title with a financial category you want to track. (ex. Rent, Gas, Groceries, etc.)

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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Make sure the Question type is changed from the default ‘Multiple choice’ to ‘Text’ in the dropdown menu.

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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To add another item to your form, click ‘Add item’.

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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Each one of these items will be tracked by your form when you either spend or earn money. The finished product will resemble the image below:

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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After you have added all desired categories, click the ‘Send form’ button.

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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After pressing ‘Send form’, this box should appear. Under ‘Send form via email’, type in the email address that you have access to from your phone.

Making Your Form on How to Track Your Finances Using Your Smart Phone and Google Forms

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Select ‘View responses’ in the top menu bar to go to your spreadsheet where all the responses will be stored.

Part 2
Using the Spreadsheet

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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The spreadsheet will be divided into columns, one for each category. The "Timestamp" column shows exactly when you submitted each entry.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Click on the "Add Sheet" button on the bottom of the page.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Right-click on the "Sheet2" button and click Rename. Type in the name you would like, for example, Totals.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Total Expenses and Balance. Total Expenses will keep track of how much you've spent from all the categories. Balance will keep track of how much money you have left.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Type =sum(

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Click on the Form 1 Responses button at the bottom of the page. Click on the column header cell for the category you want to sum.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using this process, make a sum function for each category in the totals sheet.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Type =sum(

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Type =. Select the Income total. Type -. Select the Total Expenses total. Hit Enter. Congratulations! You have now finished the creating the sum functions. The spreadsheet will now keep track of your total income and expenses for you.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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You can do this using formulas and percent formatting.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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For example, in the “School Expenditures” column, type =B2/A2, in the “Groceries” column, type =C2/A2, and continue this format for all of your categories. In this example, A2 is the total income, and B2, C2, etc. are category totals.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Select the cells you want to change. Click on the “Format as percent” button in the toolbar (represented by the symbol %). The selected cells will now use percent formatting. These cells describe the percent of your total income that you spent on each expense category for the month.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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This opens the drop-down list for the kinds of rules you can use.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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For example, type 100.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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This will open the color palette for the background color.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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For example, choose red.

Using the Spreadsheet on How to Track Your Finances Using Your Smart Phone and Google Forms

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The cell you selected will now change color when the balance is below the limit you set.

Part 3
Connecting to an iOS Device

Connecting to an iOS Device on How to Track Your Finances Using Your Smart Phone and Google Forms

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Connecting to an iOS Device on How to Track Your Finances Using Your Smart Phone and Google Forms

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Connecting to an iOS Device on How to Track Your Finances Using Your Smart Phone and Google Forms

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Connecting to an iOS Device on How to Track Your Finances Using Your Smart Phone and Google Forms

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This will put the form on the homepage of your iOS device.

Connecting to an iOS Device on How to Track Your Finances Using Your Smart Phone and Google Forms

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Connecting to an iOS Device on How to Track Your Finances Using Your Smart Phone and Google Forms

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"

Connecting to an iOS Device on How to Track Your Finances Using Your Smart Phone and Google Forms

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It is now accessible on your phone's home screen. Whenever you make a purchase, you can input the amount of the purchase on your phone and the values will be instantly updated to your form.

Part 4
Connect to Android

Connect to Android on How to Track Your Finances Using Your Smart Phone and Google Forms

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Connect to Android on How to Track Your Finances Using Your Smart Phone and Google Forms

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Connect to Android on How to Track Your Finances Using Your Smart Phone and Google Forms

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Connect to Android on How to Track Your Finances Using Your Smart Phone and Google Forms

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Connect to Android on How to Track Your Finances Using Your Smart Phone and Google Forms

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You can now access your form quickly to input expenditures and income.

Part 5
Conclusion

Conclusion on How to Track Your Finances Using Your Smart Phone and Google Forms

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Congratulations! You now have a budget that you can take with you and update wherever you go, so that you can keep better track of your money. These instructions only cover the basics of using Google spreadsheets and formulas. If you want more information on how to make your spreadsheet more specific for your personal needs, go to .