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Budgeting Backwards

Jackeyres
Jackeyres Posts: 1 Newbie
in Budgeting & bank accounts
My accountant has asked me to go back two years and compile my own set of accounts, all expenditure against income, to help find out why I'm constantly overdrawn. He says I spend too much, I reckon he's got my tax code wrong.

I want to do a detailed account. Microsoft Money was OK but only allowed me to tot up details for the current month. Can I use Martin's Excel budgetplanner to go back in time, or I am stuck with starting from scratch?

Thanks in advance...

Comments

  • mountainofdebt
    mountainofdebt Posts: 7,795 Forumite
    Part of the Furniture 1,000 Posts Combo Breaker
    Provided you have all your statements for the period you want to cover and you fill in your cheque stubs then it should be relatively easy to do a spreadsheet of all your expenditure.

    Would be interesting to see who's right though!
    2014 Target;
    To overpay CC by £1,000.
    Overpayment to date : £310

    2nd Purse Challenge:
    £15.88 saved to date
  • Darryl
    Darryl Posts: 218 Forumite
    Sounds like a DIY spreadsheet solution to me. Do you have access to online banking? Some banks offer .csv (spreadsheet compatible) versions of statement. This would save a lot of typing...

    HTH

    Darryl.
    ... Fool's Gold ...
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