Help you compare your budget with what you've earned and spent.

Generate automated reports with your income and expenses data.

File 1: Budget vs Actual (master sheet)

This file has an automated analysis of forecasted and actual income and expenses data across the company.

File 2: Expenses spreadsheet

These expenses might include fixed monthly costs, one-off purchases, or other outgoings. Share this with people responsible for payments.

File 3: Income spreadsheet

Every time an invoice is paid, it should be logged in this spreadsheet. Share this with people responsible for processing income.

Dashboard

This includes key information such as an income forecast, profit trends, income and expense breakdowns by department.

First, install the Budget vs Actual template.

Wait as Sheetgo saves a copy of the files to your Google Drive and creates the automations.

When the installation is finished, the template will open.

Open the Budget vs Actual (master sheet).

In the Inputs tab, select the year for which you want to view reports.

Go back to the Workflow tab and open Expenses.

Replace sample data in the Categories Input tab.

Repeat this for the Budget Detail and Expenses Detail tabs.

Go back to the Workflow tab and open Income.

Change sample data in the Categories Input tab.

Repeat this in Forecast Detail and Income Detail tabs.

Go back to the Workflow tab and click Run all automations to update your workflow.

Open the master sheet. Go to Budget analysis, Income analysis or Expenses analysis to view consolidated data from the Expense and Income sheets.

​