Trying to Build a Simple Budget Tracker in Google Sheets

Skills Required

Description

I’ve started putting together a basic budget tracker in Google Sheets, but it’s a bit clunky and not very user-friendly. I’m hoping to work with someone who can help streamline it and make the layout cleaner and easier to follow.

Right now, I’m manually entering all income and expenses, but I’d like to automate a few parts—maybe using drop-downs, formulas, or conditional formatting to make things simpler and more visually clear.

It’s important that the tracker provides a quick monthly snapshot of spending, savings, and any over-budget categories. Ideally, there would be a summary section at the top with key totals and maybe a color-coded indicator for overspending.

If possible, I’d also like a separate tab or section to break things down by category—like groceries, rent, utilities, etc.—so I can track where most of my money is going over time.

I don’t need anything too fancy or advanced, just a well-organized sheet with the right logic and usability built in. Experience with Excel or Google Sheets for personal finance tracking would be helpful.

If this is something you’ve done before or enjoy building, I’d love to see a quick mockup or even examples of similar sheets you’ve worked on.