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(Simple) Budget Tracking Template

Welcome to the (Simple) Budget Tracking Template!

Budget tracking can be a real headache, with endless spreadsheets, scattered receipts, and the constant worry of overspending. But fear not! Introducing our (Simple) Budget Tracking Template. Say goodbye to the stress and spreadsheet misery, and say hello to a beautifully organized template that will effortlessly keep your budget in check. With Coda's powerful features and user-friendly interface, you'll never miss a payment or lose track of your expenses again. Get ready to take control of your finances and embrace a whole new level of budgeting bliss!

How to get started

Click
this button
⁠
to clear out the example data in
Budget Breakdown
⁠
Set up your budget categories. You can click
this button
⁠
to clear out the example categories, then you can add your own using the blue button below, or by editing the
Budget Categories
⁠
table directly (or delete this column completely if it is not relevant, or maybe change it to Department if that is more useful? Hmmm...the possibilities!)
We’ve set up this template to automatically assign unique colors to each category. If you prefer a different color scheme (or none at all), you will need to adjust the conditional formatting settings in the
Budget Categories
⁠
table options
Start adding line items to the
Budget Breakdown
⁠
table, either by using the blue button down below or by clicking ➕ New Row in the table itself
Delete this intro section when you are ready to roll!

Lastly, here are a few cool ideas / inspiration to make this template even more powerful.

Creating
views
⁠
of the
Budget Breakdown
⁠
table, for example a chart that summarizes the budget by category, or by owner
Creating a view that automatically
filters
⁠
to only show line items belonging to the individual who is looking at the doc (as a reminder, in Coda editing a view also edits the original table. So with this setup, individual budget owners can have a cleanly organized view of line items they are responsible for, can make edits in that view, and the original, master table will be updated at the same time. No more copy-paste!)
Adding a Checkbox column to the Budget Breakdown table to flag line items which need (or have) approval - add
conditional formatting
⁠
to highlight rows that require attention, or even add an
automation
⁠
to notify the Owner when a row has been marked as approved!

Budget Summary

Total Budget

⁠
$8,000
⁠
⁠

Actual Spend

⁠
$5,000
⁠
⁠

Remaining Budget

⁠
$3,000
⁠
⁠

⁠
Add Line Item
⁠
Add Category
⁠
⁠
Budget Breakdown
0
Line Item
Category
Budget
Actual Spend
Budget vs Actual
i
Owner
Notes
i
1
CRM software
Technology
$500
$400
$100
Jordan Le Baudour
Open
2
Tech equipment
Technology
$250
$250
$0
Jordan Le Baudour
Open
3
Digital marketing campaign
Sales & Marketing
$2,000
$1,800
$200
Jordan Le Baudour
Open
4
Travel - hotels
T&E
$250
$300
-$50
​
Open
5
Consultants
Professional Services
$1,000
$1,250
-$250
​
Open
6
Creative agency
Professional Services
$750
$700
$50
Jordan Le Baudour
Open
7
Travel - flights
T&E
$250
$300
-$50
​
Open
8
TV marketing campaign
Sales & Marketing
$3,000
$0
$3,000
​
Open
There are no rows in this table
$8,000
$5,000
$3,000
⁠

Budget Categories
0
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.