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Nida Urooj
Accounting & Payroll

Budget Tracking

Simple, visible budgets - updated weekly.

Flat lay illustrating Budget Tracking - a bookkeeping desk: ledger, printed invoices, calculator, fountain pen.
Flat lay illustrating Budget Tracking - a bookkeeping desk: ledger, printed invoices, calculator, fountain pen.

Who this is for

  • Founders
  • Agency owners

Problems solved

  • - Budgets set and forgotten
  • - Surprises at month end

What I handle

Budget setup in Sheets or Xero
Weekly variance tracking

Deliverables

  • Weekly budget vs actual

Tools

XeroGoogle Sheets

Process

  1. 01
    Setup

    Budget lines.

  2. 02
    Track

    Weekly.

Example workflows

  • - Budget → weekly compare → variance note

KPIs I track

% budget lines trackedVariance response time

Frequently asked

Forecasting?

Simple rolling forecast yes; complex FP&A no.

Related

Related services

Ready to hand this off?

Tell me a little about your team and this workstream - I'll come back with fit and a starting plan.