Seeking Microsoft Excel based app that helps with budgeting

Platform discussions
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1

Hello,

I am doing research on behalf of my clients. They are trying to track their budgets for events they put on and the cosst accrued for them.
Idea is that line item is the event, and subitem is the part of the budget. (Hotel, Food, transportation, etc) But they want to be able to go a level deeper and then itemize costs within each of those categories. But as well know Monday cannot have a 2nd level of subitems.

They calculate this in an outside excel sheet and then manually copy the values into Monday. I was wondering if there is an app that can

A. Import a sheet into a separate monday view

B. Allow them to continue working on that sheet from the separate view with all the advanced formula functionality of excel

C. sync those values into monday subitem columns on that board.

Does anyone know of any apps like this?

2

I don’t know of an app for it. But did want to let you know that ‘multi level subitems’ are coming in Q4 (per their Roadmap)

3

Multi-level subitems. So subitems within subitems?

4

Yep! That’s what they’ll be launching later this year

5

Hello @CFranklyn11 ,
From what you describe, I think Smart Spreadsheet for monday can address your case.

  1. You can add a spreadsheet view with the help of our app and auto-import a board into it or upload your internal sheets and work with them directly on monday (calculations, charts, pivot tables, etc).
  2. If you import a board into the Smart Spreadsheet, the values are 2-way synced to a board, but you can also make calculations and add the results to a board.
    Give it a try for 14-days for free and check if it works for you.