Tutorial 2: Enhance the Account Tracker on Google Sheets with Advanced Features for Efficient Tracking
#googlesheets #googlesheetstutorial #googlesheetstutorials #googlesheetstips #googlesheetsشرح #accountmanagement #accounting #accountmonitor
You can also purchase this Advanced Account Tracker (only $2.99) that was created as a part of this video tutorial: etsy.me/3s9u7MC
Welcome to the second part of our tutorial series! In this video, we'll dive deeper into how you can upgrade your existing accounts tracker on Google Sheets by incorporating advanced features. These additional functionalities will provide easier and more efficient tracking and monitoring of all your accounts.
Get the complete Video Transcript: bit.ly/494QFhY
To begin with this tutorial to create your FREE advanced accounts tracker, make a copy of our Accounts Tracker 1 template from this link: bit.ly/3GnoJZr. Once you've done that, follow this step-by-step tutorial to add advanced features to your accounts tracker.
You can review the tutorial 1 as well, to learn how to get started with setting up a basic account tracker: • Google Sheets - Set up...
0:00 Intro
0:17 Copy account tracker 1
0:48 Add new columns for advanced account tracking
1:16 Description of the columns in the tracker
4:08 Add sample values to newly added columns
4:32 Customize and format the Balance Transfer Expiry Date column
5:13 Apply conditional formatting to the Balance Transfer Expiry Date
7:32 Review and update the Last Checked column
8:46 Review and update the Group Checked column
9:11 Customize and apply formula to the Days Passed column
10:42 Apply conditional formatting to the Days Passed
12:07 Customize and format the Next Pay Due column
12:31 Apply conditional formatting to the Next Pay Due
14:34 Review and update the Next Pay Set column
15:00 Review and update the Regular Bill Pay column
16:25 Apply filters
16:58 Filter data to look up specific accounts
17:17 Freeze column headers
17:54 Copy and paste an existing row to add a new account
19:09 Delete rows to remove existing accounts
19:47 Share the tracker for collaboration
20:34 Share the tracker with the link
21:10 Overview of the Account Tracker features
23:20 Access the Tracker on the mobile using Google Sheets app
23:56 Enable offline access of the Tracker
24:36 Access revision history to restore previous versions
The purchased Advanced Accounts Tracker comes with several sample accounts. After your purchase, you can easily customize it to monitor and track your own accounts.
With these advanced features, your accounts tracker will become an even more powerful tool, enabling you to streamline your account tracking processes. This will save you valuable time and eliminate the need for frequent account checks, ensuring that you never lose track of any of your accounts.
In addition to learning how to create a FREE Advanced Accounts Tracker, this tutorial also covers performing the following tasks in Google Sheets:
Understanding columns and rows in Google Sheets
Entering data into a spreadsheet
How to edit data in Google Sheets?
Modifying data in Google Sheets
Inserting rows and columns into a spreadsheet
Applying filters in Google Sheets
How to create and apply filters in google sheets?
How to create a data filter in Google Sheets?
How to create a drop-down filter in Google Sheets?
Sorting and filtering data
Applying advanced formatting within a Google Sheet
Using conditional formatting in Google Sheets
Calculating new values
Creating formulas
Performing calculations and visualizing data using Google Sheets
Freezing the header row
Freezing rows or columns
Sharing your spreadsheet with others and collaborating in Google Sheets
Enable Google Sheets offline access
Access the backup and restore previous version
Music: Early Hours
Musician: @iksonmusic
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#googlesheets
5 июл 2024
