Budget planner in Ukrainian — Google Sheets
Enterprise Resource Planning (ERP)
Developed a Google Sheets template in Ukrainian for tracking personal or family finances — recording transactions, spending limits, and analytics.
Template structure (4 tabs):
Sheet "Transactions" — recording income and expenses with category, date, and description; convenient dropdown lists and automatic color highlighting
Sheet "Analytics" — distribution of expenses by category with a chart, income and expense trends over 6 months, total balance for the selected month
Sheet "Limits" — setting a monthly limit for each category with automatic percentage progress calculation and visual display of overspending
Sheet "Settings" — the ability to edit categories to suit personal needs and select a month for analysis
How it works:
The user enters transactions on the corresponding sheet — all charts, trends, and limit calculations update automatically.
Suitable for: managing personal finances, family budget, as well as freelancers and individual entrepreneurs who need simple income and expense tracking.
Result — a transparent and convenient financial control tool in Ukrainian that allows keeping the budget under control with minimal effort.
Tags:
#GoogleSheets #PersonalBudget #FinancialPlanning #Ukrainian #Automation #Analytics #FamilyBudget #Spreadsheets #ExpenseTracking #Template
Template structure (4 tabs):
Sheet "Transactions" — recording income and expenses with category, date, and description; convenient dropdown lists and automatic color highlighting
Sheet "Analytics" — distribution of expenses by category with a chart, income and expense trends over 6 months, total balance for the selected month
Sheet "Limits" — setting a monthly limit for each category with automatic percentage progress calculation and visual display of overspending
Sheet "Settings" — the ability to edit categories to suit personal needs and select a month for analysis
How it works:
The user enters transactions on the corresponding sheet — all charts, trends, and limit calculations update automatically.
Suitable for: managing personal finances, family budget, as well as freelancers and individual entrepreneurs who need simple income and expense tracking.
Result — a transparent and convenient financial control tool in Ukrainian that allows keeping the budget under control with minimal effort.
Tags:
#GoogleSheets #PersonalBudget #FinancialPlanning #Ukrainian #Automation #Analytics #FamilyBudget #Spreadsheets #ExpenseTracking #Template