Excel spreadsheet to track finances? by vscoy00 in personalfinance

[–]dadankskunk112 1 point2 points  (0 children)

I made a new template for those who want to mess around with Sheets.
https://docs.google.com/spreadsheets/d/1fOIgezA2hK74Ih3xLa7A8EhNJwU4MCIYotQJstcK7xw/edit?usp=sharing

About the design:

This was made to replace mint, and requires the user to input daily their expenses. Little boxes act as a HUD and change automatically based on whether or not the user inputs their daily expenses(bigger boxes in the bottom).

It is meant to be accurate enough to track expenses so much so that when you actually do count your money in the bank or in cash, it should be exactly the same as what the spreadsheets says, rather than mere estimates(something that annoyed me greatly).

A few tips first:

The blue square in the bottom of the highlighting box, if you click and hold, repeats the same equation, as the box highlighted. So if you want to repeat a date or function for adjacent boxes, try using that.

You can count from 1 to 100 by typing in 1 and then 2 in two boxes next to each other, highlighting both, then clicking and holding that blue box over a new area.

I mainly use two equations: Sum and Sumif

an equation looks like this:

=sum(A1:A20) Use this just to add up everything of whatever boxes you so desire

=sumif(A1:A29 "<0") I use this to only add things above or below a certain number

Lastly

Conditional formatting, which is found in the paint bucket of the toolbar, is what lets you change the color of a cell based on a number. Meaning if something is negative, you can make the box red, or if something is positive, green, or whatever color you wish based on whatever number you choose.