Personal Budget Spreadsheet [Downloads]
At PHD household, we believe in using money wisely. Both Mrs. PHD and I come from very modest backgrounds. Our upbringing has taught us value of money in the most effective way – by exposing us to not having any. So when we got our first job (did I tell you that both Jo and I started working in same company and sat in same floor? Oh, it was such a lovely time), we were very prudent and decided not to waste money on anything trivial (we still are, just that over last 6 years our earning capacity increased a bit and we became parents).
Anyways, I am not here to bore you about my household. But I am here to tell you fun ways to track expenses and household budgets using spreadsheets.
Sovan, one of our blog readers from Chennai, India, sent me 2 excel budgeting spreadsheets. Naturally I got excited to see such prudent use of excel. I immediately asked him if it is ok to share these files with our community and he is more than happy. So here they are,
Household Budget Spreadsheet
Using this spreadsheet, you can track your expenses. As you enter the expense, the time stamp is automatically generated (read automatic timestamps in excel). Sovan uses the circular reference formula technique we described in that post.
You can also highlight expenses above certain pre-defined amount. For this, Sovan uses Conditional Formatting.
There is an “analysis” worksheet where you can see some graphs based on your expenses. In this, the expenses are sorted from highest to lowest and grouped by category. Again, another technique from Sort and Display chart data automatically post.
Download the household budget spreadsheet
Click here to download the household budget excel file.
Sharing Expenses among Friends using Excel
In tracking and sharing expenses using excel post, we have described how you can use MS Excel to findout how to share expenses among your friends or colleagues. Sovan built on this concepts and developed an expense sharing worksheet that you can use.
Download Expense Sharing Worksheet
Click here to download the expense sharing excel file.
Thank you Sovan
It is always inspiring to read mail from our members and learn about various interesting ways they are using Excel. I thank Sovan for sharing these workbooks with us. If you have enjoyed these templates, please drop a thank you note using comments.
PS: I have edited original files Sovan e-mailed me, to make them compatible with Excel 2003.
My name is Chandoo. Thanks for dropping by. My mission is to make you awesome in Excel & your work. I live in Wellington, New Zealand. When I am not F9ing my formulas, I cycle, cook or play lego with my kids. Know more about me.
Thank you and see you around.
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