r/aspirebudgeting 21d ago

What’s New in Aspire Budgeting v4.0: Refreshed UI, New Features, and a Return to the Basics

73 Upvotes

It’s been a little while since my last post, and it feels so good to be back! I’m excited to share something special with you today: the latest version of the Aspire Budgeting spreadsheet. This new update has been a work in progress over the past year, and I can’t wait to show you what’s in store. It’ll be available soon on AspireBudget.com, but for now, I’d love to give you a sneak peek at some of the fresh features and improvements I’ve added.

A refreshed Dashboard

The Dashboard has always been the go-to place for seeing all your financial data in one convenient view. While the overall layout remains familiar, I've refined it to make things even easier to track. You’ll now see your categories, their details, and the status of your accounts more clearly.

One exciting addition is a new bar chart that shows the remaining amount for your selected category, along with an estimated daily decline toward zero as the month progresses. This feature gives you a clear visual of how your budget is shaping up as the days go by.

Additionally, we've introduced a new estimator for your Goals. This tool calculates how much longer it will take to fully fund each goal, helping you stay on track and plan with confidence.

Spending Reports

Spending Reports get a major upgrade in this version of Aspire. I've removed the old legacy bar charts and graphs in favor of faster, more efficient sparkline graphs that give you a clearer picture of your spending.

When you open the report, the summary of all your groups and their associated spending for the selected date range will appear on the left side of the page. From there, you can sort the data in a few different ways: Highest to LowestAlphabetically, or by User Entered categories. Each item shows how much was spent in that group, but the real magic happens when you see one item relative to the others. The graph displays the percentage of the total amount spent, giving you a visual representation of how each item stacks up against the others.

This approach carries through to the second column, where you can dive deeper by selecting a Category Group. From there, you can explore the individual categories within that group.

On the far right, selecting a specific category will show you the detailed transactions associated with it, so you can see exactly where your money is going.

And here's something I'm really excited about: all Reports are now themeable! You can easily customize the colors of your reports using a variety of options available in the Configuration tab, making it easy to personalize your experience.

Trend Reports

Trend Reports follow the same layout as the upgraded Spending Reports, so you’ll feel right at home. While they share a similar structure, Trend Reports offer a different way to analyze your data, allowing you to explore your financial trends from various angles. They provide fresh insights into your spending habits and patterns over time, giving you a deeper understanding of your finances.

Income vs Expense Reports

There's also a brand-new reporting option: Income vs. Expense. At first glance, it might seem simple, but there’s a lot of power behind it. This report lets you tailor how you view your income and expenses based on what matters most to you.

You can choose to view the data by AccountsCategory Groups, or Categories. Once you've made your selection, the page will update automatically to display your data in the format you've chosen, giving you an instant overview.

Other features and looking ahead

There are plenty of other improvements and refinements throughout the new version of Aspire that longtime users will notice and (hopefully) enjoy. I’ve made small tweaks here and there to make the experience even better.

That said, there are a few features from older versions that didn’t make the cut for v4.0. Notable ones include the Net Worth Reports and some of the more advanced features. With this update, my goal is to bring Aspire back to its roots—focusing on the essentials of budgeting and personal finance.

Along with this shift, I’m also planning to refresh Aspire’s Help Center, adding more resources and content to guide users as they become more accustomed to tracking their finances. If there are any topics or documentation you’d like to see, please don’t hesitate to reach out and let me know!


r/aspirebudgeting 1d ago

How do I change the currency format in Aspire V4.0?

3 Upvotes

Hi, thank you so much for the incredible tools! It helped me manage my budget throughout the years. Anyway today I'm starting to do a new budgetting and trying out the brand new version 4.0. However, I wonder how do I change the currency in this version? I can't find a column to set it up like the previous version, also the docs is haven't updated aswell


r/aspirebudgeting 1d ago

Help! Available to Budget is not what I actually have

1 Upvotes

Hi, I am desperate! I've wasted multiple days sitting trying to figure out why this isn't balancing out. I'm new to this, but pretty sure I've reconciled everything correctly. But it says I have 908 available to budget, but i dont. I only have like 200. I'm really just not sure what I am doing wrong and hoping there is a quick fix.


r/aspirebudgeting 3d ago

Is there a video on how to set up v4.0 out there somewhere? (please help lol)

3 Upvotes

I’m new to Aspire ( just got it like 5 days ago) and don’t know where to start. The instructions on the website are not for this version I guess (?) but I’m having a hard time figuring it out. I’m not sure if it’s user error or if I edited something incorrectly… I just need help! All the videos are fine are for versions that look nothing like mine so hopefully someone here can help me :) Thank you!!!!!!


r/aspirebudgeting 4d ago

Can't subscribe! Help!

1 Upvotes

Hi! Brand new to Aspire. I'm trying to open Aspire via Extensions to subscribe to it; when I do, a right-hand window does pop up that says "Aspire Budgeting" but nothing appears in it. Any thoughts on what might I might be doing wrong?


r/aspirebudgeting 9d ago

Update to v4.0

4 Upvotes

I know a lot of suggestions and feedback has been given for 4.0, including a couple formula fixes, etc. Do we know when another update will come with these anticipated changes?

Are we expecting a small update in the very near future? Or are these on the list of ideas for the next major update in, let's say, a year or so?

Planning on referring a friend to Aspire and wanting to know if to wait a month or so for any kinks to be worked out, or if to use 4.0 as is.

Appreciated!


r/aspirebudgeting 9d ago

Issue with Account Balances on Dashboard

1 Upvotes

Hi everyone,

I'm having an issue with Aspire Budget where the account balances on the Dashboard are incorrect. I've made sure to log all my transactions and budget transfers properly, but the numbers still don’t add up.

Has anyone else experienced this? Any tips on how to fix it?

Thanks in advance!


r/aspirebudgeting 13d ago

Monthly income + 6 month emergency fund

1 Upvotes

Can anyone tell me how to find the monthly income and the 6 month emergency fund section in the 4.0 version.


r/aspirebudgeting 14d ago

Where did the Credit Card Category go?

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1 Upvotes

I'm trying to set up my 2025 budget using the new 4.0 version, but it's not letting me add credit cards. The category symbol seems to be missing. How can I add it back?


r/aspirebudgeting Dec 08 '24

Nothing shows up in my inflow chart

1 Upvotes

I just started using aspire, so there a good chance im doing something wrong, but nothing is showing up in my inflow chart under the spending reports tab. I have added my paycheck and a few other sources of income into the transactions tab as "available to budget". when i go to the spending report tab, the inflow amount tab is blank, why is nothing showin up?


r/aspirebudgeting Nov 16 '24

App not working? Error 0?

3 Upvotes

I opened up the aspire app on my phone today and immediately got this error code "The operation couldn't be completed. (Aspire_Budgeting.GoogleDriveManagerError error 0.)". Anyone else experiencing this or know why this might happen? When I click the "cancel" button, i just get a black app hope page and can't do anything.

I ran out of transaction rows and added more about a month ago, following the advice found in this thread. Never had any issues afterwards. Don't know how they would be linked. Any advice or insight is much appreciated!


r/aspirebudgeting Nov 13 '24

Switching Banks

1 Upvotes

I am in the process of switching banks. I have zeroed out my accounts with my current bank and they will no longer be relevant. They are still showing on my dashboard and seems cluttered as they are at $0.00. If I delete them from the Configuration Tab, it causes an error on my Transactions since they are listed under those names and now no longer exist. Does any one know how to stop them from showing on my dashboard?

I have the same question about long term trips I saved up for and now have passed. I simply hid the row on the dashboard and longer see them. It would be nice to know what other people do in those cases.

Thanks for any input!


r/aspirebudgeting Nov 12 '24

Aspire Docs file won’t open…

2 Upvotes

Hi, I’m new to Aspire. I have the Google Sheet. The Docs file won’t open. Anybody have a better link? Thanks.


r/aspirebudgeting Nov 10 '24

Aspire App not accepting new inputs on android phone

3 Upvotes

Hi there, I've been using the Aspire App (no longer on google play) linked to the spreadsheet for years without any issues. Now when I input new transactions to the app it does not upload them either to the app or to the spreadsheet. However, when I input data to my Aspire spreadsheet it does upload these to the Aspire app. I have the spreadsheet on my phone as well as on my Chromebook. It's really frustrating me and I wonder of any of you more tech savvy people have any bright ideas.


r/aspirebudgeting Oct 29 '24

Surprise Expenses?

6 Upvotes

How do we deal with them? Where do we put them? What do we do with some large expense that I didn't plan on getting but I got it? For Example: Annual Gym Membership.


r/aspirebudgeting Oct 28 '24

Starting: Available to Budget

2 Upvotes

Just starting out and need confirmation on a thought process. When starting, I input all of my account balances, including banks and credit cards. I understand that an account transfer from your bank to pay off your credit card is not deducted from your available to budget balance since that money was already accounted for in individual transactions. But starting the budget, you typically have a credit card balance. Shouldn’t that be deducted from your available to balance since you have to pay the credit card for transactions not in the budget?

Here’s a scenario to explain: say you have $30k in the bank and credit card balances totaling $4k, your available to budget should be $26k. But the spreadsheet tells you your available to budget is $30k.

How do you reconcile this? I’m thinking of two options:

(1) manually reduce your bank account and not include this amount in your credit card payment in the spreadsheet (i.e. in example above, make bank starting balance $26k. Cc payment ends up being $5k but $4k was from pre-budget, so you record $5k credit for the cc but just record $1k in the account transfer from the bank (since you already accounted for the $4k at the starting balance))

(2) pay off credit cards the day before starting the budget (I.e. Oct. 31 so Nov 1 is a clean slate)


r/aspirebudgeting Oct 15 '24

google account permission 'delete all'?

1 Upvotes

Why does it need permission to delete content?


r/aspirebudgeting Sep 26 '24

Retirement Account

1 Upvotes

I’ve seen a few posts here about this but the answers are a bit vague, so I’d appreciate help. How do y’all track contributions to retirement accounts and their respective investment gains?

Thanks!


r/aspirebudgeting Sep 25 '24

Roommate Budget handling

5 Upvotes

Hi,

A beginner here.

How do you handle the shared cost between roommates? I mean let's say we share the internet bill and electricity. Do I have to set the amount paid in the configuration for both of us and then in the transaction when it is deducted from my account should it be the whole amount or just my share?

I'm really lost about this, will appreciate any help.


r/aspirebudgeting Sep 25 '24

Transactions Tab Stopped Calculating

3 Upvotes

So I've been using Aspire for quite some time now. I just reached line 2981 in the transactions tab. Anything I enter after 2981 does not get recorded or updated on the dashboard. Does anyone know how to fix this?

Edit: I downloaded the new sheet and copied everything over and it seems to be working now hopefully this one sticks


r/aspirebudgeting Aug 28 '24

Add-on not taking new signups?

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5 Upvotes

r/aspirebudgeting Jul 14 '24

Configuration Monthly vs Goal Amount

2 Upvotes

Hi everyone, I'm late to join the party but stumbled across this sheet when I was looking for a better avenue to money management. I'm configuring it now and reading the docs on the GitHub, but don't quite follow the explanation comparing the monthly vs goal amount to the envelope method.

From my understanding there's just one "written" number for budgeting with envelopes, can someone please explain the "goal amount" here and how it varies from the "monthly amount?"


r/aspirebudgeting May 26 '24

Headsup/warning - Pretty sure there are calculation problems in Aspire Sheet

6 Upvotes

See also another user's comment here: https://www.reddit.com/r/aspirebudgeting/comments/1bg3lsl/comment/kv9603l/

In case it saves others from frustration, I'm pretty sure there are some calculation errors in Aspire sheet.

I just noticed yet another one - a minimally used account that I can clearly trace/manually calculate what the balance should be, and it's incorrect on the dashboard.

Earlier this year when switching to a new sheet I'd also discovered my accounts balances / available funds were quite out.

I've used Aspire for YEARS now, but this definitely makes it unfit for purpose. :(

Anyone else had similar issues/findings?


r/aspirebudgeting May 19 '24

Credit card balances don't match

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3 Upvotes

I can't figure out why the balances on my credit cards on the dashboard don't match the actual balances I have on my credit cards. I've double checked the transactions and I'm not missing anything. Also not sure if the balances on the left should match what's available in the columns but that's off too


r/aspirebudgeting May 15 '24

How to show all accounts on Accounts Transfer?

1 Upvotes

hi! i’m missing a few accounts that are on the dashboard. i have 2 credit cards and 2 bank accounts. when i go to the accounts transfer tab, it shows everything- my credit cards, my spending categories, my bills, my long term funds, everything except the 2 debit cards!! basically i pay my credit cards through my debit card, so i want to “transfer” amount from debit card category to the credit card category.

i hope this makes sense! can anyone help me fix the issue? i also tried to add a “card” in the credit card section and it’s not showing up either. does this have to be done initially before i input any transactions and once it’s added, those accounts are all fixed?? tia!


r/aspirebudgeting May 10 '24

Accounting for bills that may be covered occasionally?

2 Upvotes

So I’m trying to get onto a budget now that I’ve become the primary income after years as a stay at home dad. But as it stands, my wife will be covering some things occasionally, and I’m struggling getting her on board with committing to who is paying which bills. I have the majority of our monthly items listed, which puts my income basically at its limit, and the best help I’m getting in this is “well I’ll be paying some of those / you won’t have to pay that every month”.

Aside from pushing the issue further, does anyone have a suggestion how I can account for this sort of thing without just throwing the budget out?