Budget Clan
Budget Tracker
๐Ÿ“Š Budget
โ† Back to Help Contents

๐Ÿ“– About

Budget lets you set spending limits across categories and track how much you have spent against each. Budget data lives in independent Google Sheets files in your Drive, so you can have separate budgets for different purposes โ€” e.g. General, Holiday.

๐Ÿ“‚ Selecting a File

The chip bar below the app bar lists your budget files. Tap a chip to load it. The active file name appears in the title bar.

Long-press a file chip for file options: set as default, personalise, move to a group, set the base currency, rename, or delete.

โž• Create a New Budget File

Tap โ‹ฎ โ†’ New budget file and enter a name. The file is created in your Google Drive under Budget Tracker โ†’ Budgets.

โœ๏ธ Adding a Budget Item

Tap + Add budget. Enter:

The progress bar shows spending within the current period only.

๐Ÿ” Frequencies

Each budget file has its own set of billing frequencies (Weekly, Monthly, etc.). Tap โ‹ฎ โ†’ Manage frequencies to add custom frequencies, edit existing ones, or disable ones you do not need.

A budget item with no frequency selected tracks spending across all time rather than by period.

๐Ÿ’ธ Tracking Spending Against a Budget

When adding an expense, choose a budget file and Budget item to link it. The budget screen shows a progress bar for each item comparing actual spend in the current period to the limit.

๐Ÿ“ Sub-Budgets

Budget items can be nested. A parent budget's progress bar rolls up the spend of all its children โ€” set an overall "Utilities" limit with individual sub-items for electricity, gas, and internet. Tap the expand/collapse arrow on a parent card to show or hide its children.

๐Ÿ” Budget Detail

Tap a budget card to open its detail view: the progress card, a list of its sub-budgets, and every expense allocated to it (the full history, not just the current period).

๐Ÿ“ˆ Timeline View

Tap the timeline icon on a budget card to see spending versus budget across time. Choose a date range and a view frequency (weekly, fortnightly, monthly, quarterly, or yearly); each period shows Budget / Spent / Remaining with a progress bar. Pick "All budgets" to see the aggregate across every item.

๐Ÿ’ฑ Amount Overrides

Open a budget item and tap Add override to change the spending limit for a specific period or from a specific period onwards. Useful for seasonal budgets or one-off changes without editing the base amount.

๐Ÿค Adding a Shared Budget File

Tap โ‹ฎ โ†’ Add shared file, paste the Google Sheets URL or file ID, and confirm the name. The file will appear alongside your own files.