Personal Finances in Excel
- What's This All About?
- A sheet to track all your financial transactions, with columns to reconcile spending with bank and credit card accounts
- A budget sheet that is automatically populated based on the transaction sheet
- A net worth sheet that has automatically-updating graphs to show you where your money is and how your net worth changes compared to the S&P 500
- Color-coded sections that make things easier to find
What's This All About?
This spreadsheet is designed to be a good starting place for tracking personal finances. It is populated with sample data for you to see what's possible. Features in the spreadsheet include:
Enter and reconcile your transactions on this page:
View your spending against budget in a chart and a graph to look for trends and problem areas:
Track your net worth over time to see where your money is, liquid and non-liquid: