pf spreadsheets needed
Since my partner and I will soon be merging finances, I need new spreadsheets to manage accounts, incomes, savings, investments, and spending. I’ve looked at the one I’m using now and just don’t feel like it is going to make a smooth transition into married life.
Is there anyone out there that has a spreadsheet system that works well for them that they are willing to share?
Basically, I’m looking to track:
* multiple sources of income
* multiple accounts (joint and individual)
* investments
* retirement accounts
* assets
* liabilities
* monthly budget
Overall, this sounds rather simple and I should be able to come up with something capable of managing it all with no problem. I would still like to see what others have come up with and compare notes in order make improvements on what I have in mind.
Hazzard
April 5th, 2006 18:34
Michael at It’s Your Money has a bunch of spreadsheets on this page:
http://www.mdmproofing.com/iym/excel.shtml
There are a ton. Excel personal finance templates are near the bottom. Good luck!
mapgirl
April 12th, 2006 00:08
There’s an MS Office website that has a wide variety of free templates. I’ll try to look it up. Someone had it on their blog ages ago, but I forgot where it is since I don’t run Office at home.
Seattle Simplicity
April 21st, 2006 18:45
That was me! I had a post about Microsoft personal finance templates. Here’s the link:
http://office.microsoft.com/en-us/templates/CT011815531033.aspx