Spreadsheet -- Standing orders & direct debits tracker

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

  • Hi,
    have a look HERE at MSE Budget Planner.
  • 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
    x_raphael_xx Posts: 4,401 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    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!!

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  • DigSunPap
    DigSunPap Posts: 375 Forumite
    100 Posts Name Dropper
    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
  • 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
    x_raphael_xx Posts: 4,401 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    DJDools 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
    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 £103,594.98
  • victor2
    victor2 Posts: 8,075 Ambassador
    Part of the Furniture 1,000 Posts Name Dropper
    DJDools 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! :)

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  • x_raphael_xx
    x_raphael_xx Posts: 4,401 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    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 £103,594.98
  • Olinda99
    Olinda99 Posts: 2,042 Forumite
    1,000 Posts Third Anniversary Name Dropper
    DJDools 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 ?
  • DJDools 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. 
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