Open Office Savings Spreadsheet

DoneWorking

janusdesign said:

DoneWorking said:

Are there any simple list type spreadsheets to use with my savings accounts
I have quite a few with banks and building societies
I would update the balance for each bank every month and edit each  account as necessary as I move money about to suit  best accounts

The spreadsheet would be used simply to add up the various sums in each account with the different banks and building societies

It's main function would be to keep a record of the money in each account and add the total
from month to month 

if you wanted an online alternative to using a spreadsheet for this, Money Dashboard (Classic) is what I use to get a snapshot of my account balances.

• for most current accounts, it should be able to (if you want it to) pull the latest balances and transactions from the accounts;
• for savings accounts, you can choose "Offline Sources" and manually edit their balances whenever you need to.

Is money dashboard 100% safe

[Deleted User]

DoneWorking said:

All I want is a simple spreadsheet with following columns
Bank / Building Society
Account Details
Type of Account
Maturity Date
Interest Rate
Current Balance 

I need a minimum of four rows for different accounts with same Bank/BS

I need a row for current total balance 

The current balances should add up to provide total balance

I would enter the individual sums once per month 

I'm useless at spreadsheets 
Can anyone help 

I'm using LibreOffice

Hi,

so you're useless at spreadsheets, that's ok, and concerned about security using an app.

Can you freehand a layout that you want and post a photie, might get more ideas.

Lomcevak

wmb194 said:

On the Mac a new one I came across is called MoneyWiz.

FWIW I almost love MoneyWiz; I've been using it alongside YNAB for six months and it does a lot well, but is too buggy and really needs some attention from a UX expert.

janusdesign

DoneWorking said:

janusdesign said:

DoneWorking said:

Are there any simple list type spreadsheets to use with my savings accounts
I have quite a few with banks and building societies
I would update the balance for each bank every month and edit each  account as necessary as I move money about to suit  best accounts

The spreadsheet would be used simply to add up the various sums in each account with the different banks and building societies

It's main function would be to keep a record of the money in each account and add the total
from month to month 

if you wanted an online alternative to using a spreadsheet for this, Money Dashboard (Classic) is what I use to get a snapshot of my account balances.

• for most current accounts, it should be able to (if you want it to) pull the latest balances and transactions from the accounts;
• for savings accounts, you can choose "Offline Sources" and manually edit their balances whenever you need to.

Is money dashboard 100% safe

is anything 100% safe - including spreadsheets?

i've used MD for 10 years with no security issues if that's what you are concerned about.

if you were just using offline sources for your accounts - which are just empty records that you edit yourself (e.g account name, type, balance, colour etc) - then I can't see any issue - MD won't have any account details, usernames etc to leak in any hack (even with Open Banking they wouldn't have them) - hell, they don't even have my full name!

Rollinghome

I still use an ancient version of Excel that dates to when I used it with a Teletext card to import share prices. Still works fine on Windows 10. Has all details of investments and cash and various graphs, but no macros now.

The main drawback is that it only has 256 columns and 65k rows, and the giveaway is that the only currency it works in is groats.

Eco_Miser

DoneWorking said:

All I want is a simple spreadsheet with following columns
Bank / Building Society
Account Details
Type of Account
Maturity Date
Interest Rate
Current Balance 

I need a minimum of four rows for different accounts with same Bank/BS

I need a row for current total balance 

The current balances should add up to provide total balance

I would enter the individual sums once per month 

I'm useless at spreadsheets 
Can anyone help 

I'm using LibreOffice

You say you're useless at spreadsheets, but you've already defined what you want.

Just open a new Calc document in LibreOffice, put the column headings in the first six columns

Fill in the following rows with the data for each account.

In the following row, put the words 'current total balance' in the first column, then put the cursor in the Current Balance column, same row, and click in the Sigma button (Select Function on the tooltip) on the toolbar, select Sum, click again. The formula '=SUM(F2:F11)' or something similar should appear in the cell, with a blue rectangle round all the Current Balances. Click the green tick.

That's it. Save the spreadsheet with your choice of name. Job done.

To add extra accounts, click in the left margin, in the row below where you want to add, right click, select 'Add rows above', then fill in the new row created. The total should adjust to still include all rows.

DoneWorking

Eco_Miser said:

DoneWorking said:

All I want is a simple spreadsheet with following columns
Bank / Building Society
Account Details
Type of Account
Maturity Date
Interest Rate
Current Balance 

I need a minimum of four rows for different accounts with same Bank/BS

I need a row for current total balance 

The current balances should add up to provide total balance

I would enter the individual sums once per month 

I'm useless at spreadsheets 
Can anyone help 

I'm using LibreOffice

You say you're useless at spreadsheets, but you've already defined what you want.

Just open a new Calc document in LibreOffice, put the column headings in the first six columns

Fill in the following rows with the data for each account.

In the following row, put the words 'current total balance' in the first column, then put the cursor in the Current Balance column, same row, and click in the Sigma button (Select Function on the tooltip) on the toolbar, select Sum, click again. The formula '=SUM(F2:F11)' or something similar should appear in the cell, with a blue rectangle round all the Current Balances. Click the green tick.

That's it. Save the spreadsheet with your choice of name. Job done.

To add extra accounts, click in the left margin, in the row below where you want to add, right click, select 'Add rows above', then fill in the new row created. The total should adjust to still include all rows.

How do I resize the columns to suit the text and account details 

BooJewels

There's probably several ways to do it - easiest is probably to go to the top row that has the column letters in and if you mouseover the line between the columns, the mouse icon will change from the pointer to a double headed arrow and you can then drag that line to adjust the width. 

You can perhaps also right click the cell or column and get the option to format the cell and there's also perhaps a setting somewhere to allow columns to auto-resize to the contents too.

ETA:  I've opened LibreOffice (I don't normally use it) and If you right click the column header cell, there's a drop down menu with various column specific options, one of which is 'Optimal Column width' and you can add whatever additional spacing you want and it auto-adjusts to whatever is in the cell plus the spacing you added.

EthicsGradient

DoneWorking said:

Eco_Miser said:

DoneWorking said:

All I want is a simple spreadsheet with following columns
Bank / Building Society
Account Details
Type of Account
Maturity Date
Interest Rate
Current Balance 

I need a minimum of four rows for different accounts with same Bank/BS

I need a row for current total balance 

The current balances should add up to provide total balance

I would enter the individual sums once per month 

I'm useless at spreadsheets 
Can anyone help 

I'm using LibreOffice

You say you're useless at spreadsheets, but you've already defined what you want.

Just open a new Calc document in LibreOffice, put the column headings in the first six columns

Fill in the following rows with the data for each account.

In the following row, put the words 'current total balance' in the first column, then put the cursor in the Current Balance column, same row, and click in the Sigma button (Select Function on the tooltip) on the toolbar, select Sum, click again. The formula '=SUM(F2:F11)' or something similar should appear in the cell, with a blue rectangle round all the Current Balances. Click the green tick.

That's it. Save the spreadsheet with your choice of name. Job done.

To add extra accounts, click in the left margin, in the row below where you want to add, right click, select 'Add rows above', then fill in the new row created. The total should adjust to still include all rows.

How do I resize the columns to suit the text and account details 

Quickest way: Highlight all your columns by dragging the mouse across the tops of them (the "A", "B" etc. boxes), and then position the mouse over the dividing line between 2 of the columns. Double click, and they'll all be adjusted to be the exact width needed.

BooJewels

EthicsGradient said:

DoneWorking said:

Eco_Miser said:

DoneWorking said:

All I want is a simple spreadsheet with following columns
Bank / Building Society
Account Details
Type of Account
Maturity Date
Interest Rate
Current Balance 

I need a minimum of four rows for different accounts with same Bank/BS

I need a row for current total balance 

The current balances should add up to provide total balance

I would enter the individual sums once per month 

I'm useless at spreadsheets 
Can anyone help 

I'm using LibreOffice

You say you're useless at spreadsheets, but you've already defined what you want.

Just open a new Calc document in LibreOffice, put the column headings in the first six columns

Fill in the following rows with the data for each account.

In the following row, put the words 'current total balance' in the first column, then put the cursor in the Current Balance column, same row, and click in the Sigma button (Select Function on the tooltip) on the toolbar, select Sum, click again. The formula '=SUM(F2:F11)' or something similar should appear in the cell, with a blue rectangle round all the Current Balances. Click the green tick.

That's it. Save the spreadsheet with your choice of name. Job done.

To add extra accounts, click in the left margin, in the row below where you want to add, right click, select 'Add rows above', then fill in the new row created. The total should adjust to still include all rows.

How do I resize the columns to suit the text and account details 

Quickest way: Highlight all your columns by dragging the mouse across the tops of them (the "A", "B" etc. boxes), and then position the mouse over the dividing line between 2 of the columns. Double click, and they'll all be adjusted to be the exact width needed.

Because it does that in Open Office, I tried it in LibreOffice and it didn't work.  But going back and trying again, it does - don't know why it didn't the first time I tried.  If it's just one column to adjust, double clicking the right hand vertical column border (no need to highlight) does just adjust that one.   

I personally tend not to do that with number columns though, as it tends to make them too small and I like a bit of white space around my number, I find it easier to read, especially if there's a lot on the page.