Money Saving Spreadsheet to use in addition to Martin's

kiwi88_2

EagerLearner wrote:

I really hope the spreadsheet helps you - it's an easy way of seeing your spending on a chart, rather than just looking at numbers. When you look at the chart and see spending spiralling, or going down, it tends to motivate alot more than just number crunching!

Hi EagerLearner

Just want to congratulate you on the spreadsheet it looks fantastic :T :T :T and also to give this thread a bump
WE (I hope) will be spending the best part of saturday morning filling it all in. What a way to spend our weekend :rotfl: :rotfl:

EagerLearner

Thanks Kiwi - I hope it works out!

I actually have an even more advanced version for my personal use, customised to my needs, if you find you'd like it with even more bells and whistles (charts & breakdowns) - PM me your e-mail address!

Note to all users: I have not uploaded this really advanced one yet as some users may prefer the one that's already available and then customise it to their needs. If the general feeling is you'd like the more advanced version - please PM me your e-mail...

ifonlyiknewthen

I would be very interested in a copy of the advanced spreadsheet.

I have PM ed you my email.

Many thanks in advance.

EagerLearner

Ih IfIOnlyKnewThen - I will PM you the advanced version - enjoy and please leave feedback!

Annie_Fanny

Have pm'ed you!



Annie

EagerLearner

Spreadsheet should be with you now AnnieFanny - enjoy and let us know how you get on!

chattykathyblue

Thanks EagerLearner - just what I needed as I have to seriously budget next year!

EagerLearner

Thanks PaulsKathy - let me know if you want to work on anything specific and maybe I can help customise the spreadsheet with you - although it's pretty perfect as is you may want to improve even more to your own circumstances!

I have now got 5 saving accounts with First Direct which I use for the 'frills' categories (shift money to each saving account at beginning of month, then slowly move back money from those into current account as I spend in each category if that makes sense!) and it's working wonders - alongside the £2 Club, The Grocery Challenge, The Make Money From Nothing Challenge, Batch Cooking... I have been a busy girl! :rotfl:

liewe_heksie

EagerLearner wrote:

Before using EagerLearners tool, read the article Budget The MoneySaving Way (which includes the full Budget Planner)

Hi all,

I have designed a spreadsheet to be used to monitor your spending once you have done Martin's excellent budget planner. This is like Part II if you will...

This works in Excel or OpenPages and also works on Macs - please press the thanks button if you like it and leave any feedback/comments here and I'll be happy to help.

Go to: http://www.zen74527.zen.co.uk/MSE.htm

Right click to 'save as' and download to your pc.

(a big thanks to Rex_Mundi for helping with uploading this & providing the webspace)

My spreadsheet concentrates on:

- Money Saving Pot Tracking - see all your savings at a glance including a chart - allowing you to save all your money in one high interest account, and withdraw money for one aspect (say £150 for Christmas) without affecting your other 'pots'. Plus, earn great interest on the whole lot! Alternatively, you could do what one MSER did and use it to keep track of debts & see the 'tower' chart changing each month!

- Frills Spending- Yes - this budget section allows you to track each months 'frill' spending - not bills, but things like clothing, beauty, mobiles, cd's & dvd's, the dreaded 'miscellaneous' etc - all the things we'd all like to 'cut down on'... You can rename the headings as needed. A useful chart will then track your total frills spending per month throughout the year, showing your best and worst 'peaks' so you can work out when your hot spot months are.

- General Savings tracking - This part deals with the savings you are able to make each month - I use it for Quidco, Pigsback, occasional discounts I receive, free vouchers I get etc.

All sections are pre-filled in with example figures so that the charts will work on your initial viewing. If you do clear the figures the charts will dissapear until you start filling in the numbers again, giving the charts something to 'work with'.

If you prefer to see a 'normal' savings pot tower (rather than 3D), right-click, select 'chart type' and select the top middle style.

On the frills section, you can rename the columns as you wish.

This spreadsheet can be customised and no locks have been put on it - enjoy and let me know your thoughts & whether it helps! I have saved alot since working with it and after several months of use and wanting to make sure it helped me, here it is for your enjoyment :j

If you do not have Excel, a link to the instructions page for Open Office is on the download page. Download OpenOffice FREE - www.openoffice.org.

This spreadsheet has been approved by MSE Andrea for posting and inclusion in my signature. It is also featured in the Debt Free Wanna Be, Budgeting & Current accounts and Freebies boards for easy access.

This works in Excel or OpenPages and also works on Macs - please press the thanks button if you like it and leave any feedback/comments here and I'll be happy to help.

EagerLearner

Hi Eager Learner
Tried to download the item, but my computer is unable to read it as I need to have microsoft excel to read it. Is there any other way I can use it? Thanx.

Rex_Mundi

liewe_heksie wrote:

Hi Eager Learner
Tried to download the item, but my computer is unable to read it as I need to have microsoft excel to read it. Is there any other way I can use it? Thanx.

Hi

If you go back to the download page. Click on 'instructions page' and you will find a link to download Open Office if you don't have Excel. You can use this to open and edit the spreadsheet.