Google Sheets Formula for Budget Tracking
2026-03-18
Monthly Income Total
Sum all income entries for the current month:
=SUMIFS(C:C, A:A, "Income", B:B, ">="&DATE(YEAR(TODAY()),MONTH(TODAY()),1), B:B, "<"&EDATE(DATE(YEAR(TODAY()),MONTH(TODAY()),1),1))Spending by Category
Total spending in a specific category like "Food":
=SUMIF(D:D, "Food", C:C)Budget Remaining
If your monthly budget is in E1, show how much is left:
=E1-SUM(C2:C100)Over/Under Budget Alert
Show a clear status message:
=IF(SUM(C2:C100)>E1, "OVER BUDGET by $"&TEXT(SUM(C2:C100)-E1,"#,##0"), "Under budget by $"&TEXT(E1-SUM(C2:C100),"#,##0"))Generate formulas instantly
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