Guide for Expense and Budget Tracker
Back to Expense and Budget Tracker How Smart Trackers Work
Smart Trackers give you an app-style dashboard for everyday tracking while keeping your entries in a Google Sheet that belongs to your own Google account.
You came here from Expense and Budget Tracker. Use the return button on this page when you are ready to continue with that tracker.
Start in Six Steps
- 1. Choose the tracker that matches what you want to organize.
- 2. Open the tracker and review the included fields and examples.
- 3. Activate your purchase with the code or Etsy order details from your purchase delivery.
- 4. Connect your Google account when prompted.
- 5. Create your tracker Sheet from the template.
- 6. Add your first record and use the dashboard to review progress.
Your Data
Your tracker entries live in the Google Sheet created in your Google account.
You can open, export, share, copy, or delete that Sheet from Google whenever you want.
Socialize Experts does not keep a separate copy of your tracker records.
Daily Use
- Add new records from the tracker app.
- Use filters and dashboards to review patterns.
- Open the Sheet when you want spreadsheet editing, formulas, exporting, or sharing.
- Sync the tracker after changing rows directly in Google Sheets.
What You Need
- A Google account.
- Permission to create Google Sheets in that account.
- Your purchase activation code or Etsy order details.
- The tracker link provided after purchase or from the tracker portfolio.
- A few minutes to review the fields and add your first entries.
Privacy and Ownership
You approve the connection to your Google account before a tracker Sheet is created.
The Sheet is created in your Google Drive, not in a Socialize Experts-owned Drive.
You can remove access or delete the Sheet from your Google account at any time.
Your tracker entries are yours to keep, export, analyze, or archive.