Monthly Expense Tracker Dashboard
Budget: ₹1,000 – ₹3,000 INR
I have the core of my tracker built: three tables in Google Sheets—Income, Fixed Expenses, and Variable Expenses—fed in part by a linked Google Form for real-time variable entries. What I need now is a polished, consolidated dashboard and the workflow logic that will keep everything tidy month after month.
Here is exactly what I’m after:
• A single-click button that resets the values in all three tables at the start of every new month.
• Automatic archiving of each month’s data before the reset so I can review historical records later without cluttering the live sheet.
• A clean dashboard view that shows, at a glance, a monthly summary, spending categories, and intuitive graphs/charts.
Please wire the reset and archive steps with Google Apps Script (or another proven approach that works inside Google Sheets), and assemble the visual dashboard using the built-in chart tools so it remains easy for me to tweak later.
Acceptance will be based on:
1. Button successfully clears current-month tables while archiving prior data to a dated tab or hidden sheet.
2. Dashboard auto-updates when new entries arrive from the Google Form.
3. Monthly summary totals, category breakdowns, and charts display accurately with no manual refresh required.
If something in my description isn’t clear, let’s sort it out before you start coding so we keep the iterations minimal.
Here is exactly what I’m after:
• A single-click button that resets the values in all three tables at the start of every new month.
• Automatic archiving of each month’s data before the reset so I can review historical records later without cluttering the live sheet.
• A clean dashboard view that shows, at a glance, a monthly summary, spending categories, and intuitive graphs/charts.
Please wire the reset and archive steps with Google Apps Script (or another proven approach that works inside Google Sheets), and assemble the visual dashboard using the built-in chart tools so it remains easy for me to tweak later.
Acceptance will be based on:
1. Button successfully clears current-month tables while archiving prior data to a dated tab or hidden sheet.
2. Dashboard auto-updates when new entries arrive from the Google Form.
3. Monthly summary totals, category breakdowns, and charts display accurately with no manual refresh required.
If something in my description isn’t clear, let’s sort it out before you start coding so we keep the iterations minimal.
Related categories:
Data Entry
Excel
Financial Analysis
Scripting
Data Visualization
Data Analysis
Google Sheets
Data Management