anyone have savings account with 'pots'?

incesticde

20thcenturycat wrote: »

Thanks for this suggestion Lee. How do you set up your Excel sheet? Do you have a template? I understand that when you pay money in to the total, it allocates it across your pots, but if you have to make a withdrawal, say it's car tax time so you empty that pot, does it work the other way - can you adjust the amount on one of the pots, and if you do does it adjust the grand total?

I do something similar to Lee, Open your Excel spreadsheet and rename the first sheet as Overview (Click on where it says sheet 1 and you'll be able to type in a new name)

Click on the second sheet and rename that as your first account (Bills or whatever). Do your normal spreadsheet stuff in here so you have a final figure in it.

Go back to the overview sheet, Add an entry called bills, in the field next to it, click on it to gain focus, type in = and the click on the bills sheet and click on the field with the final figure, then press return. Hey presto the final figure in bills will be in your overview spreadsheet (the syntax will be something like =bills!G42 (where bills is your seperate pots sheet name and G42 is the location of the final figure).

Give it a go (but don't blame me when you get a huge 12 seperate sheet spreadsheet that takes over your life (like me!) :rotfl:)

Dorastar

Hmm am going to give this a go but moving £ into one account and using the old pen and paper listy type method! Have reset household budget to mini-pots but like to have the ability to shuffle £ around quite a bit as and when needed so pots are ideal.

chrisfreelander54

Wants pots....... Working nights till Monday so will give it a go then.

canidothis

Im becoming obsessed with spreadsheets but I lurrrvve them


Ive set one up for my 16 year DD, she can enter her wages from waitressing then portion out the money into MOBILE, DRIVING LESSONS, GLASTONBURY, CLOTHES/MAKEUP etc it shows how much is left and at the bottom using the fab tips on this thread there is a totaliser for each pot - DD is getting slightly peed off with my enthusiasm tho