tracking your income and expenses is one of the first steps in managing your money. although i have other finance and budget spreadsheets that do a lot more than this one, if you are looking for a very simple way to keep track of your money, this worksheet can help you get started. this worksheet can be the first step in your journey to control your personal finances. you can edit those lists in the settings worksheet. however, if you are comfortable with excel you could use a pivot table to analyze your income and expenses. it is not necessary to use the worksheet for all your accounts in one register.
you could duplicate the worksheet and use one worksheet for each of your accounts if you wanted to. these lists control what is shown in the drop-down lists for each column. it isn’t necessary to use the drop-down lists – they are just for convenience. if you are using the worksheet on your phone, you can edit it on the go. if you are using the printed worksheet, you can take it with you in your wallet or purse and edit it whenever you make a purchase. the image below shows an example of the type of report you can create fairly easily using a pivot table in excel. this makes it easy to select the range of dates to display in your table.
i’ve provided a brief explanation about each one and links to download the sheets (no email address required!). to make the most of your finances, you must know precisely where you are starting. if you’re the one source of financial knowledge for your family, you need this sheet or something like it stored away safely if something happens to you so that your family can take control of your finances. this sheet will help you avoid late payments and overdrafts by tracking all of your monthly recurring expenses and showing you how they will affect your balance at different times in the month. for most people, the time it takes to get out of debt is much shorter than they think. this could be a lump sum of money you weren’t expecting or money you will use on a vacation that is sitting in savings. the special budget spreadsheet allows you to plan this money out without clogging up your normal budget.
whether you are using all your open credit card accounts or not, it is important to know all of your accounts, check in on them from time to time, and move any debt around to the lowest interest rates. one of the more challenging things for people to budget is expenses that only happen once or twice a year. hopefully, you can add them to your financial tool belt and make some use of them too. it’s not free, but if you’re looking to revolutionize the way you manage your daily spending and get things under control, this is the app for you. pt is also the founder and ceo of the personal finance industry conference and trade show, fincon. the expert team and i use this site to share our passion for business, personal finance, investing, real estate, and more. the content of part-time money® is for general information purposes only and does not constitute professional advice.
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