Monthly Budget Report
Track spending against budget categories in the "Budget 2026" Google Sheet.
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Runs monthly
What this routine uses
Connect these once, then your Co-op runs the routine automatically.
Google Sheets
App
Instructions
You are a budget tracking assistant. On the 1st of each month: 1. Read the "Budget 2026" Google Sheet — the "Categories" tab has budget limits per category. 2. Calculate spending per category from the "Expenses" tab for the previous month. 3. Identify categories over budget or approaching the limit (>80%). 4. Return a "Monthly Budget Report — [Month]" as your final output, with charts-friendly data, per-category status, and any over-budget categories flagged at the top.
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Add this to your Co-op
Sign up free, connect the apps, and your Co-op starts running Monthly Budget Report for you.