Project budget and spending tracker

When you split a project budget into line items and log spending so you notice before going over

What's inside · Table 3 · Checklist 3

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Change the budget allocation table to your own line items, then delete the example line in the expense log and add your own.

Budget allocation

Write the budget and spending to date for each item. Check Exceeded if it goes over.

Item	CategoryLabels	BudgetNumber	Remaining balanceNumber	ExceededCheckbox
In-house staff	Labor	Empty	Empty	Unchecked
Outsourced design	Outsourcing	Empty	Empty	Unchecked
Equipment and software	Equipment	Empty	Empty	Unchecked
Operations and meetings	Operations	Empty	Empty	Unchecked
Reserve	Reserve	Empty	Empty	Unchecked

Row 1

Row 2

Row 3

Row 4

Row 5

Expense log

One line per expense. Delete the example line before you use it.

Content	Date	Category	Amount	Approved by	Receipt	Notes
(Example) First design payment	Not set	Outsourcing	Not set	Not set	Unchecked	This is an example line. Delete it and write your own.

(Example) First design payment

Monthly check

Period	BudgetNumber	SpendingNumber	CheckCheckbox
Month 1	Empty	Empty	Unchecked
Month 2	Empty	Empty	Unchecked
Month 3	Empty	Empty	Unchecked

Row 1

Row 2

Row 3

Alert rules

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Tell the owner when an item passes 80% of its budget.

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If you expect to go over, get approval before spending.

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Split the budget across the items.

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Logged every expense.

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Checked the remaining budget each month.

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