#Personal finance excel template reddit how to#
#Personal finance excel template reddit update#
#Personal finance excel template reddit code#

You might have a Bills category, with Rent, Power, Water, and Garbage as subcategories. For instance, you can have an Vehicle category, then have Gas, Maintenance, and Fees and three subcategories. Each category will add a section to the left where you can define subcategories. You can define up to 15 basic categories of spending. There's a Setup sheet where you define up to 4 Accounts with starting balances. It doesn't have a dashboard or investment functions, yet - I'm still adding some of that stuff in. I used to use it, a number of years ago, but I'm rebuilding it in Office 365. I'll share a basic budget workbook that I've been building. Daily may cause budget fatigue, while monthly would overwhelm most, cause confusion, and not allow for quick acknowledgment of bad habits.

#Personal finance excel template reddit update#

With this setup I find it best to update weekly. I have a separate sheet for the validation lists to allow for ease of adding new categories and sub categories if needed. I also have the rows change color based on if the charge has happened.įor the categories and sub categories I use dependent drop down lists to allow for clean tables on the overview tab. Maybe a low balance for checking/savings, or a high balance for credit. Conditional formatting is used to change the color of balances based on what I determine the threshold to be for each card. I also have columns to show next low balance and the date which that occurs, to help me look forward without having to scroll. For each sheet you’ll need to use the offset function for the balance column formula. I map out the upcoming years of charges, so every dollar is accounted for. I also have all line items automatically go to a hidden “master sheet” so I can create tables off the data on an overview tab. In the past I had one sheet that was a single checkbook for all my accounts, but ultimately found it too confusing when updating with a week of old charges across all accounts.Įach sheet I have is a “checkbook” with every charge/future charge (for a few years) listed. Personally I have sheets for each account (checking/credit/savings/Venmo/loans). Sounds like something similar to what I have. See all metrics change from the periods of 2-22-21 to 5-8-21)ĥ) have my investments also included in it in real timeĦ) have any credit card with a balance over a certain percentages change from green, yellow, to red these are some of the ideas I am trying to see if it feasible to have all these features or i need to get rid of some.ġ) I want to be able to put in my transactions daily for multiple account (Checking, Savings, Credit cards, Loans, etc) with charts and such that are dynamic.Ģ) be able to filter down to look at only one account/ or type of transaction, total balance of a certain accountģ) be able to categorize them (credit, debit, payment, transfer, etc) with sub categoriesĤ) create a date to date feature to see transaction as such from a specific date to another specific date, that defaults to a ytd.

#Personal finance excel template reddit how to#

But I cant figure out how to make it happen. I want to make a personal dashboard to help me with that goal. Hello all, With the new year I have decided to start taking my personal finances more seriously. They are identifiable with a special user flair.Ī community since MaAsking a question? Describe if you are using Excel (include version and operating system!), Google Sheets, or another spreadsheet application. Occasionally Microsoft developers will post or comment.

Recent ClippyPoint Milestones !Ĭongratulations and thank you to these contributors Date

Include a screenshot, use the tableit website, or use the ExcelToReddit converter (courtesy of u/tirlibibi17) to present your data.

#Personal finance excel template reddit code#

NOTE: For VBA, you can select code in your VBA window, press Tab, then copy and paste that into your post or comment. To keep Reddit from mangling your formulas and other code, display it using inline-code or put it in a code-block

This will award the user a ClippyPoint and change the post's flair to solved. OPs can (and should) reply to any solutions with: Solution Verified

Only text posts are accepted you can have images in Text posts.

Use the appropriate flair for non-questions.

Post titles must be specific to your problem.