![]() The template includes tabs for three-month tracking, covering the whole year. This family budget planner template gives you tons of tools for managing family finances. Family budget template Image used with permission by copyright holderįor families of any size, keeping track of income, bills, spending, and savings is essential. Head to the Dashboards tab to view colorful graphs and charts for incomes, expenses, and the year at a glance. You can see the entire year on a single sheet, with spots for each month.Įnter income, savings goals, household expenses, health, recreation, and miscellaneous expenses in the designated sections. ![]() To keep track of your monthly and yearly individual budget, this personal budget template has it all. Personal monthly and yearly budget template Image used with permission by copyright holder You’ll see a Month-to-Date column on the right, along with the differences between estimated and actual amounts. Then, enter income and expenses with what you’re budgeting and what the actual costs turn out to be. If you get paid weekly or biweekly and like to manage your budget the same way, then take a look at this weekly budget template.Ĭhoose the Weekly or Biweekly tab per your preference. Personal weekly budget template Image used with permission by copyright holder You also have a nice bar graph showing projected and actual income and expenses. Each spot lets you enter projected and actual amounts. These are the best GPUs to buy on a budgetĪdd your income at the top, expenses below, and see totals at the bottom. The best laptops for kids, tested and selected by expertsĭon’t waste your money. What about you? Do you use spreadsheets to track and manage your finances? Please share your thoughts and examples in the comments section.Surface Laptop 5, Surface Pro 9 prices slashed at Best Buy ![]() From time to time I have shared those techniques here on too. I have built several workbooks to track budgets, vacation plans, retirement scenarios, self-employment cash flows and house purchases. I have used spreadsheets to track money soon after I started my first job 15 years ago. ![]() Read more about Excel treemaps and sunburst charts | Another example of treemap – customer service dashboard Do you use Excel to track and manage money? In fact, I have created another version of the spreadsheet with column charts so that you can use it in earlier versions of Excel. But if you want, you can use column / bar / donut / pie charts too. I have used Treemaps because they work well with data like this. In the settings page, we can harvest all category level spending in one column and then feed that to any chart in Excel. Spending by category graph – Treemap (Excel 2016) Use CTRL+Click to multi-select the cells.ģ. We just set up databar on all cells in one go (so Excel can relatively size them based on values). The databar cells have a reference to totals calculated in cells above. This data bar is made with Conditional Formatting. Quick visualization of category level spendingĪs you enter values, you can see a quick total (arrived thru the formulas explained above) and a data bar. Read up more about SUMIFS and SUMPRODUCT formulas.Ģ. If there is an error (typos / no data etc.) we show 0. We then multiply that with amounts in G7:G26 thru SUMPRODUCT and finally divide this with 12 to get monthly value. We are fetching an array of multiplication factors from freqs table (shown aside) using SUMIFS. Say you have amounts in G7:G26 and frequencies in H7:H26. Using SUMPRODUCT and SUMIFS, we can calculate total amount per category by month, like below.There is a frequency mapping table in the “Settings” tab to help calculate monthly totals from various amounts at different frequencies.Calculation of monthly totals by category: There are three components in the budget spreadsheet:ġ. The graph on left helps you see the big picture and optimize your spending / savings.The BALANCE row on the left turns RED if you spend more than you make.As you type data, category level summaries are shown on top along with a data bar to show relative expenditure of each category.You can select various frequencies (for example public transport – $16 per week, dining out $70 per month etc.) Start by entering your income and itemized spending.Click here to download free budget template. So in the spirit of making you awesome in life, not just Excel, let me share a simple but elegant household budget spreadsheet. Once you can track (or estimate) how much you are spending, it is easy to see how much you are paying your future self and what wiggle room you have. One of the simple ways to achieve this is by using a budget. I believe in frugal living and paying yourself first.
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