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Budget Tracker Datastudio

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Personal Finance Analytics & BI

 About Budget Tracker Datastudio

Mobile-friendly Budget tracking with Google Data Studio, Google Sheets and Google Forms. (That's a lot of Google isn't it?)

Platforms

Web Self-hosted

Links

Source Code

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Published by
sammitjain
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Budget Tracker Datastudio

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budget-tracker-datastudio

Mobile-friendly Budget tracking with Google Data Studio, Google Sheets and Google Forms.

googledatastudio_expenses

Some more screenshots

googledatastudio_expenses_dateselector            googledatastudio_expenses_filtered            googledatastudio_expenses_comparison

Why?

  • Instead of viewing a bulky google sheet, now you view your expenses/income in a mobile-friendly interface
  • User-friendly and smart filtering tools let you filter expenses on the go!
  • Comparison metrics can be set up to compare expenses/income to a previous period as well.

Where do I start?

Google Data Studio has a really neat integration with Google Sheets. In this project, I use (exploit?) Google Data Studio as my mobile-friendly front-end for my Budget tracking mechanism that I described in my other repo - https://github.com/sammitjain/budget-tracker/

Okay, how do I set this up?

If you already have a running expense system like the one I set up above, this will be fairly straight-forward.

  • Open this template report - Sammit's Budget Template
    • Note: You may need to login to your Google Account for accessing Data Studio. It's free to use for our relatively simple requirements.
  • Create a copy by clicking on the "Make a Copy" option on the right menu
  • In your copy, you will need to configure your "Data sources" by selecting your own budget sheets.

Note: It may take some tweaking to set up the sheet well for your purpose. Make sure you have your dates configured properly for Data Studio to pick it up. (It follows 9/26/2009 format for dates)