SheetFix AI

Budget Tracker Template

Compares what you planned to spend against what you actually spent, by category, and shows the variance so overspending is obvious. Works for personal budgets, project budgets, and departmental spend.

Variance & category formulas
Variance:          =Actual-Budget
% of budget:       =Actual/Budget                 (format as %)
Spend by category: =SUMIF(CategoryRange,"Marketing",ActualRange)
Over/under flag:   =IF(Actual>Budget,"Over","Within")

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How to use it

  1. List categories with a budgeted amount each.
  2. Record expenses with a category label in a transactions tab.
  3. Use SUMIF to total actual spend per category.
  4. Add variance and percentage columns, then flag categories that go over.
  5. For monthly budgets across a year, generate the SUMIFS (category + month) with SheetFix AI.

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