Sheets Money Manager
For people like me who prefer working with google sheets to manage transactions
Motivation
I am planning to move out to New York in 2022 and II need to learn to manage my money better. I downloaded a lot of 3rd party services, but none of them we’re able connect to my apple account and there were many purchases that did not get categorised correctly (because they came through as a card payment). So I decided to create my own.
I needed to know where my money was going and where I could cut back, so I started off by just making a general transactions spread sheet in google sheets, but I found it difficult to make sense of all of it and when I make quick judgments on impulse buys I don’t want to be looking for the information I need. So II just made it into a simple web app.
As my needs changed I started adding new features, like:
Purchase Breakdown Piecharts
Monthly Spending Predictions
Savings Projections
Subscription Management
Current Spending Projections
The current Projections was meant to get a quick glance at the current spending for the month. It gets todays date and tells you what all the spending for the month was. I find myself using this page the most to see if I can make a purchase or and it has been extremely helpful at keeping me conscious of my budget. Unlike applications that wait for a purchase to go through, I can add my purchases and plan for future purchases to see if I can stay in budget for the month.
Categorical Pie Chart
I know that most of my spending used to go to good and fast food delivery, so what I did was create a pie chart that could help me quickly see how I was spending my money on Food.
The pie chart is currently the only visualisation I have added, but I am working on adding a last month compared to this month graph so I can see if I am improving.
Monthly Predictions
I find it very important to know if my spending is going to make a difference in the future. I added a quick feature to see where my next month projections were going. How I spend my money effects my future and this section of the app makes that clear to me. MY savings future balances are all infant of me and it encourages me to continue saving money