# Monthly Budget Planner **URL:** \ **Category:** Fibery Showcase\ **Created:** [August 15, 2025, 9:17am UTC](https://community.fibery.io/t/monthly-budget-planner/9413 "2025-08-15T09:17:04Z")\ **Posts on this page:** 13\ **Page:** 1
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [August 15, 2025, 9:17am UTC](https://community.fibery.io/t/monthly-budget-planner/9413/1 "2025-08-15T09:17:04Z")
Hello, 6 years ago, I was looking for a budget planner that would fit my needs but I couldn’t find one. So I created mine on Google Spreadsheet and now I decided to migrate it to Fibery. I’m sharing you the template. It is not a final version as I was not able to migrate all the functionalities but the basic and more are there. ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/8/8ea85a709532a48eb2ddbe348a16769ba29f79ec.png) ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/2/26c23f74cf532927c701378695203963d5c4a3fa.png) > **[Create workspace — Fibery](https://shared.fibery.io/sign-up?appShareId=918d5aa8-c635-412e-bf7f-f8f7b265eb61-monthly-budget-planner)** > > Create a Fibery account to replace isolated tools and bring everyone together. Notes : - As I’m using the Dashboard view, you will need to have a Pro plan. First of all, many thanks to the Fibery team for their hard work. We adopted Fibery about a year ago and it as so much evolved in the good way ! Thanks also to Polina for her webinars and also for her support. When working with a tool, having access to accessible, helpful, and knowledgeable support is a real plus. I’ve included a [Read.Me](http://Read.Me) in the template so I’m not going to explain here how it works. I’m just going to share some feedbacks for the team about things I found during this adventure and also what I plan for the next iteration. This feedback only reflect my personal opinion and perhaps you will find interesting things that you can implement on Fibery or nothing more. I’ll let you be the judge. ### Formulas - The space for formulas is small, and sometimes you need to write something more substantial. You end up writing your formula in a notepad. - Would be great if we can access the Users DB \> Useful to exploit personal users settings. - Where is it used ? Sometimes a formula calls another formula or a formula is used on a filter or something else. Sometimes it’s a useful information when you need to debug and trace something. More globally, it would be great to be able to see where a field is used. - Missing functions : ### Rules/Buttons - When I plan my budget for the next month, I would like to be able to do a copy of my Items _(based on some filters)_ and link them to an “Archives” budget but it is not possible to do it without creating a script. It would be great to have a **Copy** option as an action we can do on rules and buttons. ### Views - Filters : ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/c/c14e883f0e4779d45f07858e9d816ae1fe28335e.png) _(When I click on Budget 1, the other ones should deactivate automatically)_ - Be able to have 3 states on pinned filters : Enabled, Disabled, Ignored. If ignored then it’s the same as removing the filter from the equation. - Dashboard : ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/5/51d7fffd640f65bee856077df2077a8a22bb98e3.png) On my Dashboard, I would like to be able to add the fields of my Budgets database somewhere. It can be on the top : ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/optimized/2X/8/8a47e41b85f4e3daa2315e8b9f38098203236608_2_690x18.png) Or it can be through a dedicated widget for the Dashboard. On the case of this template, I substituted by a setting database : ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/4/4f54cf889936ac3026f49ecf1ad38b6470a1189b.png) - It is not possible to select a one to one database on the case of a Smart Folder view. Currently, my Settings database have a many to one budget relation. Logically, a budget should only have 1 setting entity linked. So with this many to one relation, I’m able to add the setting entity on the dashboard view and to have the classic functions of a view _(mainly the colors)_. ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/e/e50536e9c0350c64511f837ffc20770870124da1.png) ### Charts - Should be great if the charts can be updated dynamically as we change the values. - Metric View ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/6/686ffca41349238c23828b9b523d183e853772c6.png) ### Performances issues - When I change a Base Amount or something that affect the calculation, it takes 7 to 8 seconds before the Monthly Amount is updated. ### Issues - My columns width are not remembered. If I re-launch Fibery another day or on a different screen configuration. Also if I import the template on another account, the width is not kept. - The pinned filters state of views aren’t kept when the template is imported. ### Next improvements for this project - In my country, we have some sample budgets with the breakdown by expense category based on our personal situation _(single, married, etc_…). I would like to add a feature that allows to configure the recommended percentage per categories and have information displayed on each category to let me know if I am within the norm. - I would like to add the ability to have sub-items. Some household appliances require the regular purchase of consumables. This would allow to link the consumables to the household appliance and have a better view about the cost of the things. - One functionality I didn’t migrated yet is a projection report that allows me to see the situation in X months. This one will be a little bit challenging so I think it will take some time. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [August 31, 2025, 5:22pm UTC](https://community.fibery.io/t/monthly-budget-planner/9413/2 "2025-08-31T17:22:12Z")
I have updated my Monthly Budget Planner template. > **[Create workspace — Fibery](https://shared.fibery.io/sign-up?appShareId=667bc7a6-bd87-446e-9d26-247dd1701203-monthly-budget-planner-v2)** > > Create a Fibery account to replace isolated tools and bring everyone together. I’m not able to build a multi-budget planner with my goals currently as I’m facing some limitations on Fibery. So I decided to focus on the personal budget planner instead of a multi-budget planner. I will try to rebuild a multi-budget planner later. Categories can now have a parent category. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [September 8, 2025, 8:51pm UTC](https://community.fibery.io/t/monthly-budget-planner/9413/3 "2025-09-08T20:51:58Z")
v3 is there, it is now possible to set Cap on categories. If you exceed the Cap, the category will be colored in red and the Status on Settings will show an error message. Also, I’ve added a Cap Sum on Budget row _(Inside Settings view)_ so it is possible to follow the sum of all Cap you set. If you exceed 100%, the row will be colored in red. > **[Create workspace — Fibery](https://shared.fibery.io/sign-up?appShareId=d70edf5c-8fc1-4e33-8282-e8ad2c02a616-monthly-budget-planner-v3)** > > Create a Fibery account to replace isolated tools and bring everyone together. ---
**Author:** ![rfrey](https://avatars.discourse-cdn.com/v4/letter/r/9d8465/32.png) [@rfrey](https://community.fibery.io/u/rfrey)\ **Post date:** [October 28, 2025, 8:52am UTC](https://community.fibery.io/t/monthly-budget-planner/9413/4 "2025-10-28T08:52:39Z")
Hello Jonathan, First of all, thank you very much for providing this well-designed template. It is well structured and the instructions are clear and well thought out. However, I have a question. We want to map the project budget per project and team. From my point of view: Companies = teams Categories = used as projects Items = invoices Budget = available budget per project Does this adaptation match your logic? If necessary, describe a use case for this in the ReadMe (or just the adaptation). Greetings Raphy ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [October 28, 2025, 10:25am UTC](https://community.fibery.io/t/monthly-budget-planner/9413/5 "2025-10-28T10:25:48Z")
Hello rfrey, Thanks for your feedback, it’s appreciated. First of all, this template is more adapted for a personal usage. Let me explain the idea behind the fields you mention : - **Companies** : to know which company I’m paying. If my item concern the rent of my house for example, I will fill this field with the rent company name. - **Categories** : to group the items. For example, I want to group all expenses that are about Transport or House, etc… so visually, they are under the same group. - **Items** : it represent what you pay or what you receive every month as this template is designed to follow your monthly budget. Personally, I do not need to follow every invoices, I kept it simple as my only concerns is to know my incomes and expenses of every month. - **Budget** : at the beginning, I created this template in the idea to have a single and multi-budget planner. The idea was to have a personal and a team budget planner on the same template. But for this template, I decided to focus on a personal monthly budget planner so the budget database is not pertinent on this context. I kept it because it permits me to create fields to show information about the whole budget on the dashboard or to perform actions _(Incomes, Expenses, Balance, Cap and buttons)_. I’m currently adapting this budget planner to a multi-budget planner. That’s what it looks like currently : ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/e/e956e963df1528e83b5bf79abf3549770a747105.png) On this configuration, I have a Parent Budget database and a Budget database. The Parent Budget database regroup all the budgets of the persons on my context. On your context, the Budgets can be your teams budget. So every team will have a budget and you will have an overview of all this budget through the Parent Budget. It also can be your different budgets for your different projects. You can create a relation between Budget and Project database which will permits you to link a Budget with a Project. If you want to add your invoices into Fibery, you can create a relation between Items and an Invoice database. So when you open an item, you will see every associated invoice. Does it sounds what you are looking for ? Sorry if I didn’t understood correctly what you are looking for. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [October 28, 2025, 8:49pm UTC](https://community.fibery.io/t/monthly-budget-planner/9413/6 "2025-10-28T20:49:54Z")
EDIT: Sorry, only the calculation for the “Period [DTD/Div/NMonth]” frequency was wrong. Replace : - Frequency.Name = “Period [DTD/Div/NMonth]”, [GET-Step4MonthlyAmount] / **[GET-MTMDif]** by - Frequency.Name = “Period [DTD/Div/NMonth]”, [GET-Step4MonthlyAmount] / **[GET-MonthsDif]** \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ I updated the v3 as I found an error on calculation. Frequencies “Period [DTD/Div/NMonth]” and “Period [MTM/Div/NMonth]” were wrongly calculated. You can fix this by updating the formula on “Monthly Amount” field by replacing the following 2 lines : - [GET-Step4MonthlyAmount] / [GET-MTMDif] by - [GET-Step3MonthlyAmount] / **[GET-MonthsDif]** And - [GET-Step5PeriodMTMResult] / [GET-MTMDif] by - [GET-Step5PeriodMTMResult] / **[GET-MonthsDif]** I will make simplifications later. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [October 28, 2025, 10:15pm UTC](https://community.fibery.io/t/monthly-budget-planner/9413/7 "2025-10-28T22:15:08Z")
Seems that the subscription plans of Fibery have changed and you do not need anymore a Pro plan to use the Dashboard. So my template is now available for Standard plan users too. ---
**Author:** ![bgasiorowski](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/bgasiorowski/32/10999_2.png) [@bgasiorowski](https://community.fibery.io/u/bgasiorowski)\ **Post date:** [October 29, 2025, 6:53am UTC](https://community.fibery.io/t/monthly-budget-planner/9413/8 "2025-10-29T06:53:56Z")
Hi Jonathan I’ve tried to get your budget and compare with my Cashflow template but I can’t without creating a new workspace? ---
**Author:** ![rfrey](https://avatars.discourse-cdn.com/v4/letter/r/9d8465/32.png) [@rfrey](https://community.fibery.io/u/rfrey)\ **Post date:** [October 29, 2025, 9:02am UTC](https://community.fibery.io/t/monthly-budget-planner/9413/9 "2025-10-29T09:02:46Z")
Hello Jonathan, Thank you very much for your comments. Yes, the Multi-Budget Planner sounds very much like a project budget plan as one would imagine it. In the meantime, I have been able to adapt the “project logic” to your existing template, but the Multi-Budget Planner will make things much easier. We look forward to the new version. Thank you very much for your hard work and efforts. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [October 29, 2025, 1:07pm UTC](https://community.fibery.io/t/monthly-budget-planner/9413/10 "2025-10-29T13:07:29Z")
Hello @bgasiorowski, I think you clicked on the link of my first post ? I’m not able to edit the first post to update the template link, there’s the current version (v3) : > **[Create workspace — Fibery](https://shared.fibery.io/sign-up?appShareId=d70edf5c-8fc1-4e33-8282-e8ad2c02a616-monthly-budget-planner-v3)** > > Create a Fibery account to replace isolated tools and bring everyone together. ---
**Author:** ![RonMakesSystems](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/ronmakessystems/32/14122_2.png) [@RonMakesSystems](https://community.fibery.io/u/RonMakesSystems)\ **Post date:** [October 29, 2025, 1:10pm UTC](https://community.fibery.io/t/monthly-budget-planner/9413/11 "2025-10-29T13:10:35Z")
Discourse has a weird bug with template links that make you sign up. You need to put the link is code block: `https://shared.fibery.io/t/d70edf5c-8fc1-4e33-8282-e8ad2c02a616-monthly-budget-planner-v3` ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [October 29, 2025, 6:48pm UTC](https://community.fibery.io/t/monthly-budget-planner/9413/12 "2025-10-29T18:48:51Z")
> [@RonMakesSystems](#): > > [Create workspace — Fibery — Fibery](https://shared.fibery.io/t/d70edf5c-8fc1-4e33-8282-e8ad2c02a616-monthly-budget-planner-v3) Thanks for the info. I didn’t have any issue on my end, I was able to install the template on another Workspace. Not sure about what the issue @bgasiorowski is having. ---
**Author:** ![Jonathan1](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/jonathan1/32/10038_2.png) [@Jonathan1](https://community.fibery.io/u/Jonathan1)\ **Post date:** [May 31, 2026, 8:08pm UTC](https://community.fibery.io/t/monthly-budget-planner/9413/13 "2026-05-31T20:08:24Z")
Hello, I’ve updated my template, here’s the v4 _(Check Read(.)Me - Changelog on the template for the details)_. ```auto https://shared.fibery.io/t/bb2f7ea6-ab47-4c77-bba5-dddcc998e620-monthly-budget-planner-v4 ``` **Next** - Maintenance scheduler for **Assets** _(be notified when it’s time to do a maintenance on your dishwasher or when it’s time to plan the change of the tires of your car)_. - Simulating two different asset expenses. When you want to compare the expense of two cars for example and you want to visualize the impact on your budget. - I also will work on the **Team Budget Planner** later on the year.