Today I thought I’d share a couple of spreadsheets with you to help you stay on top of your finances. They’re oldies but goodies. I’ve shared these individually in the past, but with the new year I though you might could utilize them both. These sheets will hopefully add to your overall financial organization efforts. I’ve provided a brief explanation about each one, and some links to download the sheets. Ignore the old website branding.
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All-In-One Personal Finance Spreadsheet
First up is my all-in-one, dashboard-style spreadsheet. In general, this sheet puts all your personal financial information in one simple, printable spreadsheet. Here’s what’s included:
1. Personal Balance Sheet – This is simply a listing of all your assets and liabilities. It totals up to give you your personal net worth.
2. Personal Income Statement – This includes your income and all your recurring expenses. While this isn’t a full-blown budget, it will help you to visualize what you “have to” pay each month.
3. Financial Goals – It’s important to keep your financial goals in mind when your viewing net worth and income vs expense. This keeps the big picture in mind.
4. Online Log-in Credentials – If you’re worried about security you don’t have to use this section, but I like to have all of my log-in information in one spot so that my wife could pick up the pieces if something happened to me.
This sheet will help you:
1. See your entire personal finance situation all in one spot. I believe a necessary starting point for making the most of your finances is to know exactly where you’re starting from. This sheet will give you that view.
2. Help a loved one in the case that something happens to you. If you’re the one source of financial knowledge for you family, you need this sheet or something like it stored away safely in the event that something happens to you so that your family can take control of your finances.
Download This Sheet:
All-In-One Financial Spreadsheet (Excel)
All-In-One Financial Spreadsheet (OpenOffice)
All-In-One Financial Spreadsheet (OpenOffice)
Monthly Expense Tracker
Up next is the monthly expense tracker. This sheet will help you avoid late payments and overdrafts by tracking all of your monthly recurring expenses and showing you how they will affect your balance at different times in the month. This sheet includes a rolling calendar of recurring monthly expenses and income, as well as, your total available balance projected out for 30 days or more.
More on how this spreadsheet will help you:
1. Avoid Late Payments – Since you list out your monthly recurring expenses by payment due date, you’ll be able to quickly reference which bill is coming due at what date.
2. Prevent Bank Over-Drafts – Since the sheet contains a running balance, you’ll be able to roughly predict what your balance will be at various points in the month. This will give you a bit of warning so you can shift some money around from a different account and avoid an overdraft.
Article About the Monthly Expense Tracker
![Expense Expense](/uploads/1/2/5/2/125247578/552004162.jpg)
Download This Sheet:
Monthly Expense Tracker (Excel)
Monthly Expense Tracker (OpenOffice)
Monthly Expense Tracker (OpenOffice)
PocketSmith, a calendar-based financial planner, is basically an automated version of this tracker sheet. Check it out if you want something more advanced. Here’s our full Pocketsmith review.
While the sheets are by no means perfect, they’ve both helped me at times. Hopefully you can add them to your own financial tool belt and make some use of them too. If you have any questions or suggestions about the sheets, feel free to use the comments below…
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Expense tracking: no matter what field, every business, organization, and individual has to do it. Not everyone is an excel expert, and it can be quite frustrating to manage numbers and budgets. However, with the right tools, it doesn't have to be!
As a young adult in the workforce, I understand the struggle that comes with data entry, managing expenses, and keeping track of spending. That's why I created free Excel, Google Sheet, and app templates to make this process easier and free up time for all the other tasks that come with consulting, contracting, and event planning.
Want quick access to your template? Jump ahead:
Expense Tracker for Consultants
Working as a consultant is complex and full of details that I would never think to keep track of. I made this spreadsheet to simplify the process of planning, tracking, and managing your clients, work type, and hours-- all at your fingertips!
This planner keeps track of clients, contacts, and time spent. The pivot table feature organizes your information so it's easy to see how much time you've spent on each work type and client!
Bonus: Save time and use the mobile app version instead!
The mobile app version includes views by date, work type, and client! It also allows you to add data on-the-go, a key requirement for consultants working in different spaces while traveling. Here are three reasons you should use the app instead:
- A mobile app makes it far easier to see the data when you need to, especially on-the-go.
- The app includes several data views so you can easily access what you need.
- The app version empowers you to modernize your time keeping and track it in real-time!
Expense Tracker for Contractors
Managing properties and all the expenses that come with them requires strong organizational skills best handled by technological tools. That leaves skills like creativity, hard work, and pure craftsmanship to people-- right where they belong.
This sheet includes estimated price, actual price, and cost overrun. Items are organized by categories, such as cabinets/hardware.
Bonus: Simplify expense management and use the Mobile App Version!
Save time and turn this spreadsheet into a mobile app. The mobile app version not only makes it easier to input data, it gives you access to this information anytime, anywhere--without the need to lug your laptop around or write down information to add in your spreadsheet later. Here are my top three reasons for using the app:
- The app makes data entry way simpler.
- The graph view clearly shows which items are more or less expensive.
- You can clearly see the completion status of a job!
Expense Tracker for Events
Good organization of strategy and expense is the backbone of a well-planned event. Event planning can take months, and often the budget is the first thing that needs to pass. Luckily, I created an excel and google sheet to simplify your budget planning through the event planning process.
This excel form includes estimated - actual cost, a section to input each individual item and its category, and a table for a budget in each category.
Bonus: Turn this sheet into a mobile app for stronger organization!
The mobile app version lets you input budgets for categories and items on-the-go, making it that much easier to organize your expenses. Now you don't have to keep receipts and forget to input prices later--you can do it immediately! Each expense entry will be added to the total expense of that category. Knowing your budget and how much you've spent helps you keep within budget.
Final thoughts
Expense tracking is tough, but with the right tools, can be exciting. I hope you are able to use these tools to simplify your life and make your expense tracking something to look forward to!
Not too long ago, the small business my mom worked at used paper expense ledgers and filing cabinets. While I see a lot of value in expense tracking with tangible tools such as spreadsheets, I feel lucky to live during a time where I can build my own apps on a no-code platform and digitally transform any manual process to a digital one. I am also grateful to work at a company like AppSheet where I can be a part of a team that builds a platform like this for others.
What are your thoughts on the transition from paper ledgers and filing cabinets to their digital equivalents? I want to hear what you think in the comments below!