I will build a smart budget planner with alerts and dashboard


About this gig
Take control of your finances with a professional, automated Google Sheets Budget Planner.
This planner includes:
- Dynamic Dashboard with KPI cards (Income, Expense, Net Savings, Savings Rate).
- Charts: Category distribution, Budget vs Actual, Monthly Net Savings trend.
- Alerts Panel: Instantly see overspent categories and lagging goals.
- Automated Notifications: Daily email alerts for overspending or behindtarget goals.
- Run Alerts Button: Trigger notifications manually with one click.
- Goal Tracking: Monitor savings goals with progress bars and status alerts.
Get to know Tanusri M
Engineering Lead
- FromIndia
- Member sinceSep 2023
Languages
English, Hindi, Bengali, Telugu, Oriya
FAQ
Do I need coding knowledge to use this planner?
No — everything is set up. You only need to copy the template and update your email in the script.
Can I add my own categories?
Yes — Premium package includes a Settings tab for dynamic category management.
How do notifications work?
The planner uses Google Apps Script to send daily email alerts if overspending or behind‑target goals are detected. You can also trigger alerts manually with the “Run Alerts” button.
Will this work globally?
Yes — Premium package includes multi‑currency support with conversion logic.
Can I track quarterly or yearly budgets?
Yes — Premium package includes rolling budgets with a toggle for monthly, quarterly, or yearly views.
Do you provide installation instructions?
Yes — every package comes with a step‑by‑step PDF guide with screenshots.
Can I get updates in the future?
Yes — Premium buyers receive lifetime updates.

