What if you could easily and accurately visualize your financial health? Wouldn't it be great if you always knew where your money is?
Fortunately, Vertex42 has a variety of spreadsheets that make it possible. Here are 15 of the best financial spreadsheets they have to offer.
When You Have a Mortgage, Kids, a Car Payment, and Other Expenses to Track 6 Ways to Track Your Monthly Expenses (and Stick to Your Budget) 6 Ways to Track Your Monthly Expenses (and Stick to your budget) your expenses are the first and most important step in saving money. Here are six ways to track your money. Read More You need a level of financial awareness that even Paul Krugman may not possess. Or you could just start Excel.
This spreadsheet can even give You Need A Budget a run for its money. It allows you to create an annual budget to project income and expenses, while dealing with variable expenses and changes in income.
If you don't have a family and are eager to take control of your finances, why not check out this personal monthly budget spreadsheet?
Lets you create a budget just for you Create a personal budget in Excel in 4 easy steps Create a personal budget in Excel in 4 easy steps Do you have so much debt that it will take decades to pay off? It's time to make a budget and apply some Excel tricks to help you pay off your debt sooner. Read More There are fields for everyday expenses, as well as for entertainment and discretionary expenses. It's easy to use too.
The spreadsheet only covers a single page and can be printed on one sheet of paper in portrait orientation.
Going to college is scary. You are away from your parents, and everything they did for you (washing, cooking and cleaning) is now something you have to deal with. Only. You'll also need to take care of your finances and avoid the lure of overdrafts and credit cards.
How do you do that? With this college budget spreadsheet, of course. This allows you to plan the cost of studying over months, semesters, and years. It will help you keep your bank account in the black..
It is the most wonderful time of the year, as the song says. It's also the most expensive time of the year, as families go deeper into debt to buy lavish gifts.
It doesn't have to be that way..
This spreadsheet allows you to set a total budget, allocate it on a person-by-person basis, and use that as a guide for your gift-buying strategy.
If you like to travel, you need to be meticulous in planning your costs.
With this beautiful travel budget spreadsheet, it's easy. The spreadsheet allows you to set a total budget, subtract lodging and transportation, and then factor in discretionary spending.
Many parents give their children an allowance. It's a great way for them to learn about the inherent value of money and buy the things they want. It's also a great way to teach them about budgeting and saving.
So why not also let them visualize their progress with this money manager for kids? It's a budget template but packaged to attract and cater to young minds.
An income statement is a document that states how much you earned and how much you spent. They are used in businesses and households alike to give a picture of financial health.
This spreadsheet is designed for the small business owner and allows you to take comprehensive and meticulous control of your company's finances.
Saving money is hard. Especially when you don't have a solid goal other than "having savings." And let's face it, there are a lot of shiny things for sale, which can easily take your money out of your wallet.
How do you deal with this? Visualizing your goals and charting your progress towards them. And what better way to do it than with this spreadsheet??
Times are tough. Many people are struggling. And many people find themselves in a hole, missing credit cards and car payments, and when they get out, they find that their credit has skyrocketed.
But something can be done. Repairing one's credit is not only possible, but also relatively painless. With this spreadsheet, you can work to rehabilitate yourself in the eyes of the credit reporting agencies.
Mortgages are a bit like guests in the house. The sooner you get rid of them, the better. The best and fastest way to get rid of a mortgage is to make additional payments. So why not check out this extra payment calculator, which can show you the benefits of reduced interest when you pay your mortgage in extra installments? Brilliant!
Many people do all the spending on a credit card. If you pay off your balance in full each month, that's actually a great strategy. You'll see faster resolution times if someone steals money from your account, and you can rack up thousands of points that you can spend on free stuff like hotel rooms and flights.
To make sure you have a solid idea of how much money you're spending on credit, use this credit account record template.
Weddings are very expensive affairs. Of course, they don't have to be, you should spend the money on a house or invest it in your pension. But most people who are in love don't want to hear such solid advice.
If you're planning your big day and intend to spend a lot of cash to create the perfect event, you need a wedding budget planner.
Are you planning to organize a fundraising event? One of the most important aspects of a successful campaign is keeping an eye on how much money is coming in.
This spreadsheet offers columns for date, payment type, donor, and notes.
The key to getting a good bargain is to shop around. But with so many places vying for your business, both on the high street and online, it can be hard to remember all the prices you've seen.
That's where a price comparison tracker comes in handy. Enter all the prices you see and make an informed decision about which store to use.
We will leave you with an application that has been specially designed for use in the smartphone version of Excel. Columns are narrow and less cluttered, so it's much easier to update them on a small screen while you're on the go.
Each column also has a dropdown list. You can use it to easily add the date or select one of your most common payees.
Financial templates aren't the only way Excel can help you keep your life in order.
Check out our articles on the best productivity templates for Microsoft Excel The best productivity templates for Microsoft Excel to get things done The best productivity templates for Microsoft Excel to get things done if you want to use Microsoft Excel for planning, managing tasks, and expense tracking, it's best to start with templates. We have compiled several templates that will keep your life, business, and office on track. Learn more and the best tax templates for Microsoft Excel Turn Excel into a tax calculator With these templates Turn Excel into a tax calculator with these templates Your taxes are due and we're here to help! We've tracked down two Excel tax calculators to make sure you don't miss a penny. Read further to learn more.
