4 ms·
Sharing a free spreadsheet (excel or google sheets available) which shows the following: - Your total income, expenses, and savings over any time period - A m
by getToTheChopin 3y ago
Sharing a free spreadsheet (excel or google sheets available) which shows the following:
- Your total income, expenses, and savings over any time period
- A month-by-month trending view of your finances
- Breakdowns into individual categories — i.e., how much of your total spending came from rent, eating out, groceries, car payment, etc.
- Comparisons of your spending and income against your personal budget targets
- Comparison of one time period vs. another (e.g., 2023 vs 2022 spending by category)
My own personal approach is to download my bank transactions every 1-2 months (in CSV format) and then paste into this sheet. Takes less than hour to update and analyse the results.