Hello! I wasn’t finding what I wanted so I created my own budget template with scripts and formulas. A couple of features:
- It takes into consideration 2 paychecks per month occurring on any day as long as that day is valid, as that is how I am paid.
- It dynamically adjusts the rows in the second and third tables to fit the amount of values in each and deletes extra rows
- For Bills, it pulls from transactions to calculate the actual amount spent on bills for each pay period in the actuals column and splits the bill total in half to put in each cache column so I can save for each bill over the course of the month.
- For the savings table, it calculates transactions tagged as specific savings categories and returns the amount allocated to each per pay period in the actuals column. in the Cache columns, you can manually enter the amount you plan to put towards savings and then compare it against the amount you were able to save.
- For the summary, the Cache columns are manual entries and the actual columns are dynamic and update based on the month selected and amounts in the savings and bills breakdown table.
- For all cache columns, you can save and load the data so you can store your manual entries and go back to them (or plan for the future).
Dependencies:
- Transactions Sheet
- Categories Sheet
- Category Schedule Sheet (for creating and referencing unique tags)
Is this something people would be interested in using/testing/debugging with me? I can work on cleaning it up and sanitizing the data if so and am open to suggestions on how to improve it. Right now I just have a snapshot of how it looks and a description.