Mobile Access

 

Tracking your budget on the go has never been easier. With my Google Sheets budget template, you can track your finances from your mobile device no matter where you are. You can access the template through the Google Sheets app and this guide will help you get set up quickly.

If you've already opened the Google Sheets template in your browser and made a copy, you’re almost done! Once the file is saved in your Google Drive, you can easily access it from your mobile device.

Step-by-Step Instructions:

  1. Make a Copy in Google Sheets:
    • After clicking the link in your email, open the template in your browser.
    • Click File > Make a Copy. This will save the template in your Google Drive.
  2. Log into the Google Sheets App:
    • Open the Google Sheets app on your phone.
    • If you’re not logged in, sign in using the same Google account where you saved the copy of the template.
  3. Find Your Template:
    • Once signed in, you’ll see your saved copy of the budget template in the Recent Files or in your Google Drive folder.

Mobile-Friendly Dashboard:

To make budgeting easier on your phone, I’ve set up a mobile-friendly dashboard as the first tab in the template. This means that as soon as you open the file, you’ll land on the dashboard with a quick summary of your financial information—no extra navigation needed!

Bookmark for Easy Access:

For quick access to your budget template:

  • Open the Google Sheets app.
  • Find your file and tap the three dots next to the name.
  • Select Add to Home Screen, and you’ll have one-tap access right from your phone’s home screen.
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