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Spreadsheet -- Standing orders & direct debits tracker

PowerSavingMode
Posts: 266 Forumite


in Techie Stuff
Does anyone know of a good spreadsheet template where you can enter all various standing orders and direct debits (across several banks)? I'm being lazy, but if there is one out there, that would be a great help!
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Comments
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Hi,have a look HERE at MSE Budget Planner.0
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frugalmacdugal said:Hi,have a look HERE at MSE Budget Planner.1
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I just typed mine out then added formula to copy each month. ie G7 = $C$7
Debt Free as of 17/01/2009 Turtle Power!!
EF Challenger #3 £1543.72 / £5000
MFW 2024 #100 £1300.00 / £10,000
MFiT #40 Jan 2025 Target - £99,999.00
Mortgage at 30/09/22 £113,694.11 | Mortgage at 24/01/23 £110,707.87
Mortgage at 21/04/23 £107,701.01 | Mortgage at 20/07/23 £106,979.65
Mortgage at 04/10/23 £106,253.77 | Mortgage at 10/01/24 £105,324.57
Mortgage at 01/04/24 £104,424.73 | Mortgage at 01/10/24 £103,594.981 -
I use Excel to organise my finances each month. You can find lots of templates online that can get you started and pointed in the right direction. Microsoft have plenty on their website, this is where I started.
https://create.microsoft.com/en-us/templates/budgets
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x_raphael_xx said:I just typed mine out then added formula to copy each month. ie G7 = $C$70
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DJDools said:x_raphael_xx said:I just typed mine out then added formula to copy each month. ie G7 = $C$7
Lol, so I have the list with the date, DD name and amount. Then each month in it's own columns. In square G7 I write ' =$C$7 '. Then in square G8 I write ' =$C$8 ' and so on.This will copy the amount that I put in the DD list. The $ means that when you copy that row to the next month, it will always read from C7 and won't auto adjust the formula to another column.
Here it is with formulas showingDebt Free as of 17/01/2009 Turtle Power!!
EF Challenger #3 £1543.72 / £5000
MFW 2024 #100 £1300.00 / £10,000
MFiT #40 Jan 2025 Target - £99,999.00
Mortgage at 30/09/22 £113,694.11 | Mortgage at 24/01/23 £110,707.87
Mortgage at 21/04/23 £107,701.01 | Mortgage at 20/07/23 £106,979.65
Mortgage at 04/10/23 £106,253.77 | Mortgage at 10/01/24 £105,324.57
Mortgage at 01/04/24 £104,424.73 | Mortgage at 01/10/24 £103,594.981 -
x_raphael_xx said:DJDools said:x_raphael_xx said:I just typed mine out then added formula to copy each month. ie G7 = $C$7
Lol, so I have the list with the date, DD name and amount. Then each month in it's own columns. In square G7 I write ' =$C$7 '. Then in square G8 I write ' =$C$8 ' and so on.This will copy the amount that I put in the DD list. The $ means that when you copy that row to the next month, it will always read from C7 and won't auto adjust the formula to another column.
Here it is with formulas showing
Put your helmet on to protect you from the incoming posts telling you why that is not the way to do it!I’m a Forum Ambassador and I support the Forum Team on the In My Home MoneySaving, Energy and Techie Stuff boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com.
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victor2 said:Put your helmet on to protect you from the incoming posts telling you why that is not the way to do it!
Meh...Its simple and works for me.
Debt Free as of 17/01/2009 Turtle Power!!
EF Challenger #3 £1543.72 / £5000
MFW 2024 #100 £1300.00 / £10,000
MFiT #40 Jan 2025 Target - £99,999.00
Mortgage at 30/09/22 £113,694.11 | Mortgage at 24/01/23 £110,707.87
Mortgage at 21/04/23 £107,701.01 | Mortgage at 20/07/23 £106,979.65
Mortgage at 04/10/23 £106,253.77 | Mortgage at 10/01/24 £105,324.57
Mortgage at 01/04/24 £104,424.73 | Mortgage at 01/10/24 £103,594.980 -
DJDools said:frugalmacdugal said:Hi,have a look HERE at MSE Budget Planner.0
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x_raphael_xx said:DJDools said:x_raphael_xx said:I just typed mine out then added formula to copy each month. ie G7 = $C$7
Lol, so I have the list with the date, DD name and amount. Then each month in it's own columns. In square G7 I write ' =$C$7 '. Then in square G8 I write ' =$C$8 ' and so on.This will copy the amount that I put in the DD list. The $ means that when you copy that row to the next month, it will always read from C7 and won't auto adjust the formula to another column.
Here it is with formulas showing0
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