That is why I created Family Budget Spreadsheets–a bundle of spreadsheets that we personally use to plan and budget our money.įor 2021, the bundle includes 10 spreadsheets, 2 trackers, and 2 pdfs. My mission has always been to help families build a strong financial plan, gain confidence with their money, and live the life of their dreams. If your fresh start for the New Year includes improving your finances, you are not alone! Saving more money is one of the top resolutions that people make…after getting in shape and eating healthier. What about you? Do you use spreadsheets to track and manage your finances? Please share your thoughts and examples in the comments section.Are you ready for a fresh start? After the year we’ve had, I think we all are! 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.
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