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Budgets
WHAT IT IS
Plan What You Spend Before You Spend It
Most people track expenses after the fact. This template helps you plan ahead — so every project and goal has a budget behind it, and every cost feeds directly into your Finance OS.
You set a spending limit per project, log expenses as they happen, and the system does the rest. Each project expense automatically syncs to the Money database to update your account balances, and to the Month database to contribute to your complete monthly budget analysis alongside income and regular expenses. The Month database is the central hub — it combines everything so you always see the full picture. The Split Bills feature handles shared costs just as cleanly — enter the total, the number of people, and your percentage, and the math is done for you.
WHAT IT HELPS YOU DO
Define project or goal-based budgets with a clear spending limit for each
Log every related expense and link it to the right project and account
Track how much you've spent and how much budget remains in real time
Have project expenses automatically reflected in your Money and Month databases
Split shared expenses among multiple people and track payment status automatically
Review a complete monthly budget analysis that combines income, expenses, and project costs
CORE FEATURES
Project Budgets — define each project or goal and set a maximum expense limit
Project Expenses — log every cost linked to the right project, account, and month
Auto-sync to Money Database — each project expense is automatically reflected in your account balances
Auto-sync to Month Database — project expenses feed into the central monthly budget analysis alongside income and regular expenses
Split Bills System — divide shared costs among any number of people, with automatic per-person calculation and payment status tracking
Example entries and step-by-step setup checklist included
Set the limit. Log the cost. Watch your full financial picture update automatically.
1 Template
Finance Tracker OS
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