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Alibaba enters robotaxi market with investment in ride-hailing firm Hello

**How to Automate Calculations with Google Sheets**
*By Anujj Trehaan | Sep 18, 2025, 04:51 pm*

Managing budgets effectively often means saving time and reducing errors, and automating budget calculations can help you do just that. While automating your finances might sound challenging, Google Sheets offers a variety of templates that simplify the process. Whether you’re handling personal finances or business expenses, these templates allow you to focus more on analyzing data rather than manually calculating it.

### 1. Choosing the Right Template

Selecting the appropriate template is crucial for successful budget automation. Google Sheets provides a range of templates tailored for different purposes, such as monthly budgets or annual forecasts. Start by considering your specific financial needs and goals, then pick a template that covers all relevant categories. This ensures a smoother customization process and a better fit for your unique situation.

### 2. Customizing Your Template

After choosing a template, personalization is key to aligning it with your individual or business financial circumstances. You can adjust categories, modify formulas, and enter data that reflects your actual income and expenses. Customization improves tracking accuracy and ensures that the automated calculations support your specific objectives.

### 3. Utilizing Built-In Functions

Google Sheets includes powerful built-in functions that enhance budget automation. Functions like **SUMIF** and **VLOOKUP** can automatically total amounts or retrieve particular data based on set criteria. Familiarity with these functions helps you create dynamic spreadsheets that update automatically whenever new information is added.

### 4. Setting Up Alerts and Notifications

To maintain tight control over your finances, consider setting up alerts and notifications within Google Sheets. Using features like conditional formatting or integrating Google Apps Script add-ons, you can receive timely alerts when your spending reaches or exceeds certain limits. These reminders help you stay on track by notifying you about budget thresholds or upcoming payments.

By leveraging Google Sheets’ templates, customization options, functions, and alert capabilities, automating your budget calculations becomes more accessible and efficient. This allows you to spend less time crunching numbers and more time making informed financial decisions.
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