On the 1st of each month, emails finance the spending categories that went over budget last month.
Uses
Gmail
Google Sheets
Monthly spend against budget
Run every month on day 1 at 08:00.Run every month on day 1 at 08:00.
Spending sheetSet budgetSheet to blank.Finance team's emailSet financeEmail to blank.Last month's expensesRead the rows of budgetSheet. Save it as expenses.Google Sheets
Spend by categoryGroup the items in expenses.rows by Category, with the total Amount of each and save it as spend_by_category.Monthly budgetsRead the rows of budgetSheet. Save it as budgets.Google SheetsSpend next to budgetMatch spend_by_category with budgets.rows by Category and save it as compared.Categories over budgetKeep each item in compared where item.total is greater than item["Monthly budget"] and save it as over_budget.
If over_budget isn't emptyIf over_budget isn't emptyYes
Table of categories over budgetMake a table of over_budget Save it as table.Email financeSend an email to financeEmail. Save it as sent.
Subject: Categories over budget last monthtable.htmlGmailNo
No steps