Help Me Stop Being a Coli Broke Boy!: Personal Finance Help Thread

[Obreh Winfrey]

can we get your spreadsheet

The first one I mentioned or the second?

 

[blackgentlemenvoice]

The first one I mentioned or the second?

the 1st one

 

[Obreh Winfrey]

the 1st one

This is a somewhat sanitized version of what I was doing:

https://docs.google.com/spreadsheets/d/19SeufTEGJACLaVa1UX-iD-7-gVuwc48CQvtTsoWKsS0/edit?usp=sharing

I decided to put together something more useful for other people though:

https://docs.google.com/spreadsheets/d/1sjtN1d5Brp5CEZFao-AXtUykqIpRZn8-bxQa_e7Eqmo/edit?usp=sharing

You should download the the sheet and open it with Excel, or download it and reupload it to Google Docs so you can edit it.

I set up some default categories on the first sheet, but you can add as you see fit. Make sure you don't delete it otherwise it'll break the rest of the sheets. I threw together some fake numbers on the Example sheet so you can see how it all works. Select a category from the drop-down (populated by the first column on sheet 1), fill out Item, Date, Price, Quantity, and Location. It's smart enough to update Total, Category Totals, and Total Expenses on its own. If you edit those columns yourself (and you don't know how to use Excel very well) you might break things. If you end up adding extra categories on the first sheet, you'll have to also add it in on the Category Totals column. From J2 to J31 it's coded to sum the totals that match the category in the I column, so all you have to do is select your new categories from the drop-down from I16 to I31.

 

[blackgentlemenvoice]

This is a somewhat sanitized version of what I was doing:

https://docs.google.com/spreadsheets/d/19SeufTEGJACLaVa1UX-iD-7-gVuwc48CQvtTsoWKsS0/edit?usp=sharing

I decided to put together something more useful for other people though:

https://docs.google.com/spreadsheets/d/1sjtN1d5Brp5CEZFao-AXtUykqIpRZn8-bxQa_e7Eqmo/edit?usp=sharing

You should download the the sheet and open it with Excel, or download it and reupload it to Google Docs so you can edit it.

I set up some default categories on the first sheet, but you can add as you see fit. Make sure you don't delete it otherwise it'll break the rest of the sheets. I threw together some fake numbers on the Example sheet so you can see how it all works. Select a category from the drop-down (populated by the first column on sheet 1), fill out Item, Date, Price, Quantity, and Location. It's smart enough to update Total, Category Totals, and Total Expenses on its own. If you edit those columns yourself (and you don't know how to use Excel very well) you might break things. If you end up adding extra categories on the first sheet, you'll have to also add it in on the Category Totals column. From J2 to J31 it's coded to sum the totals that match the category in the I column, so all you have to do is select your new categories from the drop-down from I16 to I31.

how do i create another tab or column strictly for putting money away for a saving account or emergency funds?

 

[Obreh Winfrey]

how do i create another tab or column strictly for putting money away for a saving account or emergency funds?

If you want to treat it as an expense then on the first sheet add Savings to the first column at the end. Then on the other sheets it will appear in the drop down for Category. If you're trying to solely keep track of saving then you might need to set up another system.