DH and I have tried several different ways to track our budgeting. We've tried tools online such as Mint, SimpliFi, a notebook, and a simple excel spreadsheet log. None of these really fit my needs, nor do I really like any of them. So this weekend I've decided I'll use my excel skills to creat a new one.
I'd like to have one place to track the following:
Income vs. Spending breakdown
Savings/Investments with interest rates etc. Breakdown of monthly payments and transfers
Credit cards-balances, min payment, actual payment, interest rate. Input formulas so it will automatically tell me when it will be paid off. (With an area to indicate extra payments).
Bills-breakdown by type in a pie chart so it's easy to see biggest costs
Spending-breakdown by type in a pie chart so it's easy to see the biggest leaks month to month
I'd like to incorporate my coupon/savings/rebate spreadsheet and track my income from rebates, surveys etc.
The idea is to have a master front page that is a quick way to show all these things at once at a glance. I'll be working on this project this weekend.
Subscribe to:
Post Comments (Atom)
Dont you just love Excel? You can make almost anything with it!
ReplyDeleteHi Sarah-
ReplyDeleteI really do, thanks to work I know how to write pretty much any kind of template, macro, autopopulate formulas etc. I don't know why I didn't think of just making my own sooner, instead of being frustrated for months.