Automated Financial Report
Monthly budget slides that rebuild themselves from a Google Sheet. Income, spending and balance for a student club, a household budget or a class project.
Free to use.
What this report looks like
An automated financial report is a recurring presentation built from a budget sheet: money in, money out, what is left and how it compares with last month. SlideMaker reads the sheet on a schedule and generates a fresh deck each time.
It suits anyone learning to keep track of money: a student society treasurer, a family budget, or an accounting class practising monthly statements.
Three ways this gets used
Examples from classes, research groups, clubs and personal projects.
Student club treasurer
Every month the treasurer copies the budget sheet into slides for the club meeting. Same layout, new numbers.
A monthly report reads the club budget sheet on the 1st. The treasurer opens the link, adds a comment or two and presents.
Household budget
You track spending in a spreadsheet but rarely step back to look at the month as a whole.
A monthly report turns the sheet into a short summary of where the money went, ready to talk through at home.
Accounting class
Students practise monthly statements from a sample ledger and spend most of the time on formatting.
The ledger sheet becomes slides automatically, so the class can focus on reading and explaining the numbers.
Set this up in three steps
Two minutes the first time. Zero minutes every time after.
Connect a data source
Point to a Google Sheet tab, upload a CSV, or paste a public web page URL.
Choose a cadence
Daily, weekly, or monthly. Set the time and timezone.
Pick a theme + go
The report rebuilds itself on every run with the latest data. Pause or edit any time.
Common questions
What data sources work for an automated financial report?
A Google Sheet, a CSV file or a public web page. Each run uses whatever numbers the source holds at that moment.
Who can see the report?
The deck is saved to your account and has its own link. Only share the link with people who should see the numbers.
Can the report include charts?
Yes. The AI can add charts built from the numbers in your sheet, and each run uses the latest values.
How often should I run a financial report?
Monthly is most common for a budget. Weekly works for a short project or event with a tight budget.
How much does it cost?
Free to use.
Other automated report templates
Same feature, different reports.
Set up your financial report in two minutes
Free to use.
Try it