Simple Budget Planner

A simple, fully automated budget planner for Google Sheets. Enter a transaction once and your totals, charts and summaries update instantly.

Income. Expenses. Bills. Debt. Savings. Subscriptions. Transactions.
All 7 areas of your money, tracked across 6 connected tabs.

6 Connected Tabs

• Main Dashboard
  
  Your whole month at a glance: income, spent, saved, left to spend and ending balance, with pie, bar and daily-spending charts.
  
  

• Transaction Log
  
  Log date, category, sub-category, amount and note. Holds a full year, around 1,000 entries.
  
  

• Cash Flow Summary
  
  See where your money went, with budget, spent and left for expenses, bills, debt and savings.
  
  

• Subscription Tracker
  
  Add up to 15 subscriptions with weekly, biweekly, monthly or quarterly terms. Renewal dates and the monthly total are calculated for you.
  
  

• Calendar & Checklist
  
  Add bills, subscriptions and to-dos to their day and tick them off as you pay. Days with a task highlight automatically.
  
  

• Cash Flow Visual
  
  Charts and graphs that sync to your data automatically.

On Your Dashboard

• Income
  
  Expected vs actual income for paychecks, side hustles and any other source.
  
  

• Expenses
  
  Budget vs actual spending for every category, with what’s left and overspending shown in red.
  
  

• Bills
  
  Due dates, with checkboxes for paid vs remaining.
  
  

• Debt
  
  Balances, payments and payoff progress.
  
  

• Savings
  
  Savings goals with a monthly target, the amount saved and the amount left.
  
  

• Daily Spend Limit
  
  Set a daily cap, and any day you go over turns red.
  
  

• Spending Breakdown
  
  See your total for each spending category beside the transaction log.

Built To Flex

• Change The Month By Date
  
  Pick a start and end date and the dashboard shows that month, with your starting balance carried in.
  
  

• Any Currency, Multi-Year
  
  Works in any currency and can be used through 2035. Each month keeps its own separate summary.
  
  

• Works Everywhere
  
  PC, Mac, iPad and mobile, with a free Google account. Setup is easiest on a desktop or laptop.
  
  

• No Formulas To Build
  
  Everything is automated, so there is nothing to build or maintain.
  
  

• Written Instruction Guide
  
  A simple, easy-to-follow user guide is included.

Good To Know

• Monthly Setup
  
  You add your own bills and subscriptions to the calendar each month, which takes about 5 minutes.
  
  

• Transaction Log Size
  
  The log holds about one year. Make a fresh copy from your download to keep going.
  
  

• Language
  
  English only.