So i'd say familiarize yourself with excel's visualization tools. I’d say doing all of that in a spreadsheet would take ALOTTA TIME 🤪
This allows to have my NetWorth (with projections) right up there in front of me every day and also simplifies the monthly/quarterly/early accounting. Now I have multiple accounts, investments and their loan accounts, all of my other assets. I started with just my everyday account and a credit card. I set up my budgets and forecasts on my assets growth so I can see where I’m at and where I could be in the future. It syncs across and even categorizes according to my rules all of the transactions from all accounts. There’s definitely a learning curve to it, but after about a week you get the gist of it and maybe within the first month you can fine tune all the minute things. I personally am using PocketSmith for almost two years now and it’s been just amazing. I would say if you seriously looking to manage and grow your finances (not just income and spending, but assets/liabilities too) with multiple accounts you do need a proper product and spreadsheets just can’t do it. My summary is organized with the first row being the categories, next row being totals for the year, then a column for each month.ĭepends on what your expectations are going forward :) I haven't tested it for multiple years but I think it would still work. In my budget summary sheet that this formula exists in column A ($A11) is the Category name and column C is the date in the form and so on. The form for Category is from a drop down. The name of the form linked sheet is Budget Responses 2022, columns E is amount, D is Category, and B is date all from the linked sheet. Then I found a formula that gathers all of the amounts that add up based on date and category. Basically you create a spreadsheet, add a linked form, I had the form include Date, Description/Company, Category, Amount. Here, please treat others with respect, stay on-topic, and avoid self-promotion.Īlways do your own research before acting on any information or advice that you read on Reddit.
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