Monthly spend against budget
On the 1st of each month, emails finance the spending categories that went over budget last month.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads last month's expenses, and the monthly budget for each category.
If
over_budgetis not empty- 2GmailSendEmails the table to finance.
- 2
How it works
What happens on each run, in plain English.
Budgets only help if someone checks them. On the 1st of each month this totals last month's spending in your Expenses tab by category, compares each with its monthly budget on the Budget tab and emails finance the categories that went over.
Nothing is sent when every category stayed within budget.
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