📊 budgets v1

Budget Example

Mapping for budget spreadsheets with optional month splits.

Template ID budget-example
Author Jason Godson
Template file Open JSON

Where to export

Institution Any Spreadsheet
Export path Export your yearly budget sheet as CSV

Export Instructions

Budget Example CSV (v1)

Best for

Budget spreadsheets where each row maps to a category and month.

CSV location

Export a spreadsheet as CSV.

Notes

  • month can be blank for annual-only budgets.
  • type can be blank; SpendSeer defaults to expense.

Column mapping

Your CSV column SpendSeer field
Amount→Amount
Category→Category Name
Type→Category Type
Month→Month
Year→Year

Example CSV

Download
YearMonthAmountCategoryType
202611200Housingexpense
20261450Groceriesexpense
2026empty9000Emergency Fundincome