Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Spreadsheet template: invoice tracker for a small agency
Sheet layout — tab "Invoices"
| Column | Header | Filled by |
|---|---|---|
| A | Invoice # | You |
| B | Client | You (drop-down from tab "Clients") |
| C | Issue date | You |
| D | Amount | You |
| E | Payment terms (days) | Formula |
| F | Due date | Formula |
| G | Paid on | You (leave empty until paid) |
| H | Status | Formula |
| I | Days overdue | Formula |
Formulas (excerpt, 6 of 10)
E2 — payment terms from the client list
=IFERROR(VLOOKUP(B2, Clients!A:C, 3, FALSE), 30)
Looks up the client's terms in the "Clients" tab; if the client isn't there, uses 30 days.
F2 — due date
=IF(C2="", "", C2 + E2)
Adds the terms to the issue date. Stays empty for blank rows.
H2 — status
=IF(C2="", "", IF(G2<>"", "Paid", IF(TODAY()>F2, "Overdue", "Open")))
Paid if a payment date is entered; otherwise Overdue after the due date, else Open.
I2 — days overdue
=IF(H2="Overdue", TODAY() - F2, "")
Dashboard!B2 — total outstanding
=SUMIFS(Invoices!D:D, Invoices!H:H, "<>Paid", Invoices!C:C, "<>")
Dashboard!A5 — balance by client (one formula fills the table)
=QUERY(Invoices!B:H, "select B, sum(D) where H <> 'Paid' and B is not null group by B order by sum(D) desc label sum(D) 'Owed'", 1)
Where to paste
- Put E2, F2, H2 and I2 in row 2 of "Invoices", then drag down to row 500
- Paste the two Dashboard formulas once; they update by themselves
- Conditional formatting on H2:H500: text is "Overdue" → light red fill
Edge cases handled
- Partly paid invoice: add a row with the remaining amount and a new number like INV-041b
- Client renamed: change it only in "Clients"; the drop-down keeps rows consistent
- Excel instead of Sheets: all formulas work except QUERY; use a PivotTable on columns B, D, H instead
Check example
Invoice INV-038, client Northside Dental, issued Sep 1, terms 14 days → due Sep 15. Today Oct 20, not paid → Overdue, 35 days.
Client: a 4-person video production studio. Tool: Google Sheets. Task: "We lose track of who has paid. We need one sheet that shows overdue invoices and how much each client owes."
The client and all details are made up.
About this service
We build the budget around how your household really gets and spends money: pay dates, yearly bills like insurance or school fees, and costs shared between partners. Formulas compare plan with actual spending in every category, carry what is left into the next month and show where the money went. You keep one simple list of transactions, and every total updates from it.
What is included
- What you getBudget formulas, the category and month layout as CSV text and setup steps; in Premium also a script that starts each new month for you. Everything arrives as text on the order page, not as a spreadsheet file.
- Plan vs actualFor every category, month by month
- Yearly billsSet aside a bit each month for them
- Shared costsWho paid and who owes, for couples
- One entry listType a purchase, all totals follow
- Savings goalsProgress shown for each goal
How it works
- 1BriefYou list income, categories and goals
- 2BuildWe write the formulas and the layout
- 3SetupYou paste it in and try a test month
What we need from you
Your income sources and how often they arrive, your main spending categories, savings goals or debts, the currency, and whether you use Excel or Google Sheets.
We will ask you:
- Is the budget for you alone, a couple or a whole family?
- How often does your income arrive?
- Which spending categories do you want to track?
- Do you want to track debt payoff or savings goals?
Compare packages
| Packages | BasicBudget formulas, up to 3$10 | StandardMonthly budget template$25 | PremiumYearly budget with a new-month script$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Formulas | up to 3 | up to 10 | up to 15 |
| Budget template | No | one month | 12 months and a year summary |
| Script code | No | No | Apps Script or VBA |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
Can it connect to my bank?
No, we do not access bank accounts. You type purchases or paste your bank's export into the entry list, and we can write formulas that read your bank's column order.
Can two people fill it in?
In Google Sheets, yes: share the sheet and both add expenses. Shared costs are split by the ratio you choose, such as 50/50 or by income.
Do I get a ready budget file?
No. You get the formulas, the layout as CSV text and steps; setting it up takes about fifteen minutes.