Stoozing Spreadsheet Inspirstion

aUser_2

Hi everyone,

I'm just beginning to stooz and i really want to keep a spreadsheet to give me an overview of everything I've got going on. I wanted to ask for inspiration.So the question is really:

What do you record & calculate in your spreadsheets?

shortcrust

I have a spreadsheet I made myself with three tables. One for my credit cards, one for my bank accounts, and a summary table.

The credit card one has the following columns:

Account name, limit, available, balance, end of promo rate date, monthly payment date, approximate minimum payment, and where it gets taken from.

The bank account table has:

Account name, interest rate, balance, monthly interest, and a column that I tick when I've done all the required funding to qualify for interest.

Finally, I've got the summary table that shows me how much I owe overall, how much I've got in savings, my net savings (i.e. money minus debts), and income. I record things here like money I've lent to people, expected tax rebates, work expenses and my savings target for the end of the month. There's also a formula that shows my monthly 'pocket money', which is £450 at the start but reduces every day. This is subtracted from my net savings figure so if I stick to my budget the net figure stays constant over the month.

I can access the spreadsheet on my phone and update it whether I spend or move money around. It probably seems a bit obsessive to some, but I like to know where I am.

Kendall80

Similar setup here. With monthly variation calcs, total interest and numerous graphs. Low maintenance though - gets updated maximum of 2x per month.

TheNewGuy_2

Kendall80 wrote: »

Similar setup here. With monthly variation calcs, total interest and numerous graphs. Low maintenance though - gets updated maximum of 2x per month.

Hi,

Was wondering if you'd mind sharing? Would really help!

Kendall80

TheNewGuy wrote: »

Hi,

Was wondering if you'd mind sharing? Would really help!

Its nothing out of the ordinary really. To start with have your credit cards and interest-earning accounts as column headings followed by basic total columns. Title your rows as a specfic day of each month. Then run off some basic month-month variation calcs and update monthly. Add to it as you go.


Exact format will be specific to the individual.