Monthly-Budget-Tracker (Apple Shortcut + Excel VBA)

A smart Excel budget tracker powered by Apple Shortcuts and VBA automation.

What’s inside:

• Add Transaction.shortcut (Shortcut for Mac to capture entries (Amount, Category, Remarks, From, To)
• Addexpensetoexcel (AppleScript, no extra setup needed)
• Monthly Budget Tracker.xlsm (Template workbook structure)
• UpdateBudget.bas (Contains UpdateBudgetAll, which calculates totals, formats, used %, remaining balance)
• UpdateAssets.bas (Contains UpdateAssetsFromSelectedMonth, which updates your Assets sheet based on logs)
• Worksheet Change.cls (Worksheet event (Worksheet_Change), which triggers UpdateBudgetAll automatically after each new entry

Quick Start:

1. Download all files in this repository.
2. Copy Monthly Budget Tracker.xlsm to your folder.
3. In Excel:
   • Open the workbook.
   • The workbook already includes all required VBA code (no import needed).
   • If macros are disabled, enable them when prompted.
   • Optional) Open the VBA editor and delete “Module3 ”, this module is only used to strip author information and is not required for normal use.
4. In Shortcuts:
   • Import Add Transaction.shortcut (double-click on Mac)
   • Ensure your workbook name matches Monthly Budget Tracker.xlsm and amend the path and wortsheet name 2025-Oct)
5. Run the Shortcut:
   • The script will add a new row to the monthly sheet (e.g. 2025-Oct),
     then the worksheet event automatically runs UpdateBudgetAll to refresh totals.

Assets Updater: Use UpdateAssetsFromSelectedMonth to refresh balances:

1. In the Assets sheet, enter:
   • B1: Year (e.g. 2025)
   • B2: Month abbreviation (e.g. Oct)
   • Column C: Manually input your opening balances at the beginning of the month. (These will stay fixed and serve as the baseline for calculating changes.)
2. Run the macro with the Updated and Saved button.
3. Balances update automatically from the log sheet.