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TIPS & TRICKS: Overspend Tracker

Written by Oliver Zdravkovski

The Overspend Tracker shows you, at a glance, when your spending has gone over budget — and by how much.

It compares two numbers each day, week, month, etc:

  • Your Spend — what you actually spent

  • Your Budget — what you planned to spend

If spend goes over budget, the tracker shows the overspend amount. If you're within budget, it shows 0.

Example:

  • Budget: $5,000

  • Spend: $6,200

  • Overspend Tracker shows: $1,200

If spend had been $4,800 instead, it would show $0 — no overspend.

How to set it up

  1. Create a Calculated Graph. See steps 1-6 in Example - Create a Calculated Graph.

  2. Add your Spend graph and your Budget graph as sub graphs. See steps 7-9 in the same Help Doc.

  3. Copy/Paste this formula in the formula field: IF(G1 > G2, G1 - G2, 0)

  4. Click Create Graph. Your Overspend Tracker is now live and updates automatically as new data comes in.

NOTE: If there's no data for a day, the tracker treats it as "no overspend" for that day rather than guessing and and adds a symbol indicating an incomplete value:

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