![]() ![]() It provides a number of ready-to-use integrations, such as Xero, QuickBooks, HubSpot, etc. In our case, we opt for Coupler.io – a data integration solution to automate exports of data from multiple sources to Google Sheets, Excel, and BigQuery. ![]() However, you can use another source to load data to your budget template. Data about Xero Accounts is needed to categorize costs and revenues by type. Xero Invoices contain all the information about costs and revenues. Load data from Xero or another source to Google Sheetsįor this Google Sheets budget template, we imported data from Xero, namely Invoices and Accounts. Each row contains a specific type of cost/income source the ending row shows the total value.Column S – the amount of costs/income per year.Columns B to Q – breakdown of the amount of costs/income by months and quarters ( columns E, I, M, and Q).Column A – the name of costs/income source. ![]() Both sheets will look identical, with just a difference in naming: This is required to arrange data imported from Xero. We decided to use separate sheets for both the Income and Costs sections. Income and Costs tab in Google Sheets budget template Now we’re going to explain what the template consists of and how you can synchronize it with your Xero account. Ours were to build an annual budget, integrate it with Xero, and visualize the budget balance. Here is a business budget template Google Sheets, which you can download and adjust for your requirements. To wrap up with the DIY budget template in Google Sheets Simple budget template in Google Sheets: DIY and integrate with Xero ![]()
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