Spreadsheet -- Standing orders & direct debits tracker

PowerSavingMode

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! 

[Deleted User]

Hi,

have a look HERE at MSE Budget Planner.

PowerSavingMode

frugalmacdugal said:

Hi,

have a look HERE at MSE Budget Planner.

Thank you, but I did have a look at this last week and found it far too confusing. I wanted a simple spreadsheet for tracking direct debits.

x_raphael_xx

I just typed mine out then added formula to copy each month. ie G7 = $C$7

DigSunPap

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

PowerSavingMode

x_raphael_xx said:

I just typed mine out then added formula to copy each month. ie G7 = $C$7

Thank you so much. I must be having a totally brain-fog year as even that 'G7 = $C$7' makes absolutely no sense to me. 

x_raphael_xx

DJDools said:

x_raphael_xx said:

I just typed mine out then added formula to copy each month. ie G7 = $C$7

Thank you so much. I must be having a totally brain-fog year as even that 'G7 = $C$7' makes absolutely no sense to me. 

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

victor2

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

Thank you so much. I must be having a totally brain-fog year as even that 'G7 = $C$7' makes absolutely no sense to me. 

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!

x_raphael_xx

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.

Olinda99

DJDools said:

frugalmacdugal said:

Hi,

have a look HERE at MSE Budget Planner.

Thank you, but I did have a look at this last week and found it far too confusing. I wanted a simple spreadsheet for tracking direct debits.

what exactly do you want to track ? presumably the date they come out each month is the same. The SO amount won't vary, neither will most of the DDs. A pen and paper would suffice ?

PowerSavingMode

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

Thank you so much. I must be having a totally brain-fog year as even that 'G7 = $C$7' makes absolutely no sense to me. 

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

Consider me inspired! I'm going to give it a go. THANK YOU.