my finances + excel
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1 Oct 2012, 14:09
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Journals
I wonder if anyone is "managing" his finances in excel? I really want to get an overview every few months on how much I spent in certain categories (car,motorbike,house,clothes,...............) and how much of it could actually be "safed".
I checked out quite a few of those financing apps:
Quicken
Starmoney
MS Money
...
but they all have some problems with my bank or are just pain in the ass to work with.
So I thought about creating an excel sheet where I import my .csv files from my banking account and then add each transaction to some category (e.g. car, or salary or what ever) and then create some diagrams/statistics.
Any previews or ideas or smth I could use to start with?
Thanks
@edit: my biggest problem right now is how to "import" the new .csv files without losing the old one + it's changes.
I checked out quite a few of those financing apps:
Quicken
Starmoney
MS Money
...
but they all have some problems with my bank or are just pain in the ass to work with.
So I thought about creating an excel sheet where I import my .csv files from my banking account and then add each transaction to some category (e.g. car, or salary or what ever) and then create some diagrams/statistics.
Any previews or ideas or smth I could use to start with?
Thanks
@edit: my biggest problem right now is how to "import" the new .csv files without losing the old one + it's changes.
well I found this on google:
http://www.vertex42.com/Files/download/personal-budget-spreadsheet.html
seems to be nice but I hoped I could just simply import the .csv file from my bank. Instead I would now have to write all the income/expenses by hand.
It's kinda easy to do, you just need to get in to it :D
Just make a spreadsheet with ins outs and a comments box.
One minus the other, drag formula down, entries will auto fill.
Use a starting balance (salary)
A the end of the month, you'll be left with a balance. Minus from opening balance, is your expendable income.
Highlight the wastes, and cut them out.
Although I want it a bit more detailed.
One sheet per month and a "total" sheet. All connected with each other.
http://files.bestmail.ws/Finanzen-Rohdatei.xlsx