How to set up a life planner and budget in Google Sheets

You will set up an all-in-one Google Sheets life planner and fill in the budget, savings, debt, habit and task tabs so your money and routines live in one file. It suits anyone who wants one dashboard instead of several apps, and it helps to fill in the Start tab first. You need a free Google account and a copy of the template.

ADHD Life Planner for Google Sheets | Video Tutorial, by Smart Kit Designs on YouTube. 34 min 2 s.

18 chapters. Tap a step to jump to it.Chapters from the creator
Video length
34 min 2 s
Time to do it
25 minutes
Difficulty
Easy
Steps
10

What you need

Steps

  1. Open the planner file in Google Sheets and go to the Start tab. Type your name, the current month and your main focus areas so the other tabs show your own labels.

  2. Open the Budget Tracker. Add each income source first, then list fixed bills and variable categories such as food, transport and fun.

  3. Set a savings goal in the Savings Goal Tracker: the target amount, the date you want it by and how much you can put in each month.

  4. In the Debt Payoff Tracker, enter each balance, its interest rate and your monthly payment to see how the payoff date changes.

  5. Write two or three goals in the Goal Planner and break each one into milestones with dates, so progress is easy to see.

  6. Add three or four habits in the Habit Tracker and tick each day you do them. A short list is easier to keep up than a long one.

  7. Capture tasks in the Task Tracker with a priority and due date, then sort by date each morning to pick what comes first.

  8. Plan the week in the Meal Planner, then check the Grocery List tab and add anything missing before you shop.

  9. Block your day in the Time-Blocking Planner. Put fixed appointments in first, then tasks, meals and short breaks around them.

  10. Look at the Dashboard tab. It pulls numbers from the trackers, so update the tabs underneath whenever the totals look out of date.

Tips and common mistakes

Fill in the Start tab before anything else, because changing it later can rename columns across the whole workbook.

Keep budget categories to around ten so the tracker stays readable at a glance.

Update the trackers once a week rather than daily. A short review is easier to stick with.

Make a copy of the file before you edit it, using File then Make a copy, so you always have a clean version.

Questions

Can I use the planner on my phone?

Yes, Google Sheets works in the free mobile app. The tabs are much easier to set up on a computer, then you can tick habits and tasks on your phone.

Do I need to pay for Google Sheets?

No. A free Google account gives you Sheets, Drive and the mobile app.

Can I share the planner with someone else?

Yes. Use the Share button in the top right of Sheets and choose whether the other person can view or edit it.

This guide was drafted from the video's details and general task knowledge. It has not been checked against the full video. Check the video and relevant product instructions before following a procedure. Report a correction.

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