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Fiverr Pro
English
$
USD
I will design an excel or google sheets budget tracker with automation
Airtable, Softr Base44 Expert
Running your business shouldn't mean juggling spreadsheets and manual tasks. I help businesses build custom CRMs, client portals, and internal tools using Airtable, Softr, and Base44 — clean, scalable...
About this Gig
Tired of typing the same numbers into your budget every month?
Spreadsheets that break, or never update on their own?
I design an Excel or Google Sheets budget tracker with automation, so it does the work for you: categorizes spending, tracks recurring bills, updates your totals and charts, and shows you what's left to spend.
WHAT I AUTOMATE
- Auto categories and dropdowns (no typos)
- Recurring bills and subscriptions
- Budget vs actual with over budget alerts
- Paycheck to paycheck and monthly views
- Debt payoff and savings goal progress
- Dashboards that refresh when you add data
- Data validation and built in error checks
WHY BUYERS CHOOSE THIS
Built around your income, bills and goals, not a generic template. Beginner-friendly, clearly labeled, with a how-to guide.
HOW IT WORKS
1. Message me what you want automated
2. Share your categories, bills and goals
3. Get a draft and request revisions
4. Receive your finished file + guide
Have a spreadsheet already? I can add automation to it.
Not sure which package? Message me first.
Order now and stop updating your budget by hand.
Platform:
Excel
•
Google Sheets
Development technology:
Google Apps Script
•
Excel
Expertise:
Formatting
•
Formulas
•
Macros
•
Dashboard
•
Charts
My Portfolio
FAQ
What can be automated in a budget spreadsheet?
Auto categories, recurring bills, monthly totals, budget vs actual alerts, savings and debt progress, and dashboards that update when you add data. Tell me your biggest time waster and I'll automate it.
Will it work in both Excel and Google Sheets?
Yes. Choose one platform per package, or get both versions with Premium. Most formulas work in both, but a few advanced features differ between platforms, and I'll flag them before building.
Do I need to know formulas to use it?
No. You just enter your income and spending; the formulas do the rest. Input cells are color coded and clearly labeled, and I include a short guide so you can use it from day one.
Can you automate my existing budget spreadsheet?
Yes. Send your file and I'll keep your layout and data, fix broken formulas and add the automation you need. Message me first so I can confirm the scope and best package.
Will it update itself when I add new expenses?
Yes. Totals, category summaries, charts and dashboard figures recalculate as soon as you add or edit an entry. No copying, pasting or manual refreshing.
Can it track recurring bills and subscriptions?
Yes. I set up a bills section with due dates and amounts that feeds your budget and flags upcoming or unpaid bills. Included in Standard and Premium; message me before ordering Basic.
Can you build a paycheck to paycheck budget?
Yes. Tell me how often you're paid and I'll build the budget around your pay dates, so you can see what's left after bills before your next paycheck.
Can it help me pay off debt or save for a goal?
Yes. I can add a debt payoff tracker (snowball or avalanche) and savings goal progress bars linked to your budget. Included in Standard and Premium.
Is my financial data safe and private?
Yes. Your details stay confidential and are used only for your order. You never need to share bank logins or account numbers; sample or rounded figures are fine for building it.
How long does it take and how many revisions do I get?
Basic: 3 days, 1 revision. Standard: 5 days, 2 revisions. Premium: 7 days, 3 revisions. Need it faster? Add the fast delivery extra or message me and I'll confirm availability.
