Stoozing Spreadsheet Inspirstion

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?

Replies

  • shortcrustshortcrust Forumite
    2.7K Posts
    Eighth Anniversary 1,000 Posts Combo Breaker Newshound!
    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.
  • Kendall80Kendall80 Forumite
    940 Posts
    Seventh Anniversary 500 Posts Name Dropper
    Similar setup here. With monthly variation calcs, total interest and numerous graphs. Low maintenance though - gets updated maximum of 2x per month.
  • 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!
  • 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.
This discussion has been closed.
Latest MSE News and Guides

Iceland's helping struggling pensioners

It's giving out free £30 food vouchers

MSE News

Who can suggest a top-notch bed?

This Forumite's mattress is in need of a base

MSE Forum