Comments on: Personal Budget Spreadsheet [Downloads]

By: Mutual Fund Tracker - Free Excel Template | Pointy Haired Dilbert: Charting & Excel Tips - Chandoo.org

Mon, 28 Dec 2009 13:20:40 +0000

[...] Household Budget Templates – Free Download [...]

By: Srivatsa K R

Srivatsa K R — Wed, 25 Nov 2009 16:23:51 +0000

These two were simply awesome…although I had created excel sheets for both the purposes (household and sharing), that was done in a crude way…here, things looks much more simple

By: Chandoo

Chandoo — Wed, 25 Nov 2009 12:16:34 +0000

@Jair: Can you ask any questions not related to this post in our forums, that way more ppl can see your question and help you. Go here: http://chandoo.org/forums/

@Martin: That should be a bit tricky, as each credit card will have its own billing cycle. But not impossible. Assuming the creditcard name, billing start date and billing end date (just the date, not month or year) are in cells A1,B1,C1 … A5,B5,C5, we can use vlookup to fetch the actual period then use that period in SUMIFS or SUMPRODUCT to find the actual amount that is due.

I am sorry for not writing the formulas here, but you can figure them out after going thru below tutorials:

http://chandoo.org/wp/2008/11/19/vlookup-match-and-offset-explained-in-plain-english-spreadcheats/
http://chandoo.org/wp/2009/07/22/sumif-with-multiple-conditions/
http://chandoo.org/wp/2009/11/10/excel-sumproduct-formula/

@Kanti…
Please send it to me, if it is something generic, I can share it with our members here.

@Sovan… this is an awesome tool, thank you once again.

@Chrisham…
that is a good idea, we can attempt it in another post.

By: chrisham

chrisham — Tue, 24 Nov 2009 03:18:33 +0000

I too have been making a Home Budget Spreadsheet, but I like the one posted here. Great Tools and never thought of incorporating a Chart in it. Some great ideas too with the dynamic listing of Category Names in Table.
Just a suggestion to make it more robust, may be Sovan could incorporate features of Monthly Analysis for a select period??

By: Kanti Chiba

Kanti Chiba — Mon, 23 Nov 2009 22:10:25 +0000

Hi Chandoo,

With almost all financial institutions now offering download of bank and credit card statements.
I have automated my spending analysis after downloading from the bank.
If you wish I can send you an extract of the spreadsheet.

By: Sovan

Sovan — Mon, 23 Nov 2009 18:52:05 +0000

Hi Chandoo,

Thank you for posting the excel on PHD…Hello to other members…Feels great to be a part of PHD…I have straight hairs,now a couple of them are pointy….

By: Martin

Martin — Mon, 23 Nov 2009 17:07:15 +0000

Chandoo,

I have made a tracking expenses spreadsheet myself, around the concept of forecasting. With that in mind, I’ve thought about the ways you can spend your money (cash, card, direct debit), the alternatives for each one(local currency, USD; MasterCard,Visa, Amex, etc.)and the date and amount of that expense, and also a category for that expense. My biiiig problem arises when I try to calculate the total for each month for the credit card, based on the date that the credit card closes the month (excuse my English, as I don’t recall a better way to say that…).

Any suggestions?

Martin.

By: Jair

Jair — Mon, 23 Nov 2009 16:54:36 +0000

I’m from Cali – Colombia south America. To me is bigger know you and your people. In my country I’m trying to construct a industry around of Microsoft Excel and VBA, there are a good potencial. Thank you for you help.

By: Jair

Jair — Mon, 23 Nov 2009 16:45:41 +0000

Chandoo, in VBA we use listbox to make a list with columns. There are a property called Columnwith that fixed column width. I need to let column width automatic, so that user can fix to its need. Could you help me?

By: Chandoo

Chandoo — Mon, 23 Nov 2009 16:38:19 +0000

@Alex: Good idea. We can easily add them in Excel 2007 or 2010.

@Jair: It says your e-mail ID is already subscribed. Can you check your spam / bulk mail folder and white-list my e-mail id. The emails come from my gmail ID – chandoo.d @ gmail.com

Let me know if you still face a problem.