Financial Dashboard

• How do I transition my Financial Dashboard for the next year?
• How do I add auto deductions into my dashboard?
• Why is the rollover amount not populating on my dashbord?
• Why am I getting a #REF error on the Monthly Budget tab?
• Can I track using a pen and paper or another app?
• What if I forget to track?
• How do I include an auto-transfer to a Savings Account, IRA, or other account in my tracker?
• How do I track my 401(k) contributions and health insurance if they are automatically deducted from my paycheck?
• How do I track yearly expenses that won't fall into my four weeks of tracking?
• Why aren't my Income and Use of Money numbers calculating correctly in the Cash Flow Summary tab?
• What is the purpose of doing this?
• Do I have to do this tracking?
• What is the difference between a need and a want?
• My four weeks of tracking is over. Do I keep tracking?
• Why are the wrong categories coming up for the type of expense I've selected?
• Where should I put drinks and going out?
• What if my groceries are both a need and a want?
• How do I know where to categorize something?
• I have inconsistent income. How am I supposed to track and budget?
• I have a hard time getting myself to do track my expenses, what is your advice?
• How do I get the Financial Dashboard on my phone?
• Do I need to track every single day or can I do it once a week?
• What if I already use YNAB?
• How do I track my credit card payment?
• Can I change the currency used on the dashboard?
• I tried to download the dashboard to my desktop and I'm getting errors - why is that?
• How do I access a blank copy of the Financial Dashboard?
• If I stopped tracking for a while, should I back track or pick up where I left off?
• Can I track retroactively? Should I track back to the beginning of the year?
• How do I sort or filter the transactions on my Dashboard?
• Should I track gross or net income?
• Should I track the interest I earn in my savings and checking accounts?
• How do I track refunds/reimbursements?
• How do I track cash?
• Can I add more lines for more categories?
• Should I separate or combine my personal and business Net Wealth sheets?
• Do I include the cash value of my life insurance policy on my Net Wealth sheet?
• How do I track changes in my net wealth over time?
• How do I zero out my budget?
• How do I use the checking account buffer?
• Do I budget for the amounts I have put on the Future Spending tab?
• I am trying to understand how much money I spent by category during the month or year. Where can I see that information?
• How do I track money from my personal account that I transferred to my business?
• Google Sheets Tips & Tricks
• The balance on my dashboard doesn't match up to my actual account balance. Why is that happening?
• Why can't I see some of the tabs on the Financial Dashboard?
• How do I make a balance adjustment?
• How can I "fill" the months in my Financial Dashboard without selecting from the dropdown list?