AI Budgeting Agent in Google Sheets - Template & DIY Guide

  • My goal is simple: to create tools that are useful, accessible, and customizable—no matter where you are in your financial and entrepreneurial journey. This AI-powered budgeting agent, built directly into Google Sheets, is designed to make managing your money intuitive, proactive, and actually empowering.

    Whether you're looking for a ready-to-use system or want to learn how to build it yourself, this tool includes step-by-step DIY instructions so you can understand, adapt, and customize it to fit your unique needs.

    No jargon or additional fees. Just a simple guide to help you build a system that learns with you and can support you in building financial and budgeting habits that align with your values, goals, and real life.

    • A clean, customizable Google Sheets budget template (monthly + weekly views)

    • A built-in AI agent that answers your questions like:
      “Where am I overspending?”
      “How much room do I have for self-care this week?”
      “What did I do well financially this month?”

    • Automatic daily + weekly email updates so you stay on track without micromanaging

    • A step-by-step Setup Guide so you can start using it in under 10 minutes

    • A DIY Build-Your-Own Guide for creatives, builders, and curious minds who want to learn how to recreate or customize the system from scratch

    • A companion AI prompt guide to help you ask better financial questions

  • No need to connect any accounts or set up any expensive monthly subscription fee. All your data stays in your control, in your Google Drive.

FREE - Design Your Own Custom AI Budgeting Agent in Google Sheets - Step-by-Step DIY Guide

  • For creators, learners, and builders—learn how to build your own version from scratch. This guide walks you through how the AI agent works, how to customize it to your needs, and how to build your own automations using Google Apps Script. No coding experience required.

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  • 1. Overview

    • What the agent does (spending tracking, summaries, alerts)

    • Who it's for: creatives, solopreneurs, developers

    2. Tools You’ll Need

    • Google Sheets

    • OpenAI API key

    • Google Apps Script

    • Optional: Zapier/Make for automation

    3. Step-by-Step Build

    • Sheet Setup: Income, expenses, budgets

    • Write Prompts: Categorization, summaries

    • Connect OpenAI: Get API key + plug into Apps Script

    • AI Functions: Custom GPT-powered formulas

    • Automations: Email/SMS alerts, weekly summaries

    • Customize: Freelancers, families, devs

  • No need to connect any accounts or set up any expensive monthly subscription fee. All your data stays in your control, in your Google Drive.