Tracking finances

GhostlyPea · 22 Mar 2010 at 12:41

Hi guys,

I'm looking to start keeping track of my expected/actual incommings/outgoings and was planning to make some kind of spread sheet for it. Thing is I have never done anythjing like that before and although I could drum something up I don't know how good it would be. Does anybody have some kind of example they can possibly share or advice with creating it?

It would need to cover a couple of debit accounts and a credit card? had a quick search but didn't drum anything up...

Any advice/help appreciated!

Ta

- Pea0n

Le_Petit_Lapin · 22 Mar 2010 at 12:43

Theres a few websites that are good for it and there ws a list the other day, can't think what to put in the forum search box for the life of me though.

Mark M · 22 Mar 2010 at 12:45

I do mine in Excel, nothing fancy just a column for budgets, then how ever many columsn you need for current account, savings, joint account, credit card 1 etc. Stick in your opening balances and then a couple of sums and you should be able to monitor everything .

Oh and use a sheet per month.

GhostlyPea · 22 Mar 2010 at 13:02

Cheers both

@Mark M - I was planning on doing a month per sheet and workbook per year so atleast I was on the right track there! I have 4 accounts so would you say putting them all as individual comuns in one table would be best?

Cheers again

- Pea0n

Mark M · 22 Mar 2010 at 13:07

Yeah 4 colums for each account/card is how I do it. Keep your budgets all in one column and then you can easily see where your under or over. Ive even got a +/- for the month so I know if Ive got any spare cash I can put into my savings or need to stop in perhaps.

Ive also got an uncleared setion at the bottom which I include my regular outgoings in so I have a total of whats left after all my regular bills/

GhostlyPea · 22 Mar 2010 at 13:15

Legend

I'll give it a go and report back if (when) I get problems!

Thanks again

- Pea0n