Bank statement analysis for divorce proceedings
Hi All,
I have poste before and had some helpfull answers, but I would like to confirm i am going abou this the right way.
Basically, I have been a stay at home dad for several years, unfortunately my wife and I are now seperating.
There are the financials to sort out now.
I am looking to analyse past bank statements to show the breakdown of expenditure each month and what will be needed going forward.
So far I have set up a workssheet with added sheets for each monthly bank statement, I then allocate an expense type to each outgoing using dropdown menu.
On a summary sheet I have used SUMIF to total up each expense type in a column for each month (12 columns). These are then totalled up for the year.
I have all my bank staements in csv format. It is quite tedious as I have to open each statement, copy the sheet then paste into the main worksheet as a seperate sheet, add in the column for the expense type on that sheet with the drop down menu, allocate the expense then go to the summary sheet and add in the SUMIF calculation for that month.
I feel I am doing this a long way round...
The expenses I have are:
TYPE OF EXPENDITURE |
Household Expenses: |
Rent |
Council tax |
Water rates |
Electricity |
Gas |
Oil |
Coal/wood |
Telephone |
Mobile telephone |
TV licence |
Gardener |
Repairs and maintenance |
Sub-total: |
Housekeeping expenses: |
Food and groceries |
Magazines |
Stamps |
Chemist |
Household cleaning materials |
Garden (including window boxes, plants, seeds, sundries) |
Sub-total: |
Personal Expenses: |
Adult Clothes |
Adult Shoes |
Adult Accessories |
Dry cleaning |
Shoe repairs |
Toiletries |
Dentist |
Optician |
Prescriptions |
Gifts |
Pets (including food, vet’s bills, insurance, kennel, grooming) Dog sitting |
Postage |
Cinema |
Theatre |
Restaurants |
Amazon prime |
Books |
Evening classes |
Records /CDs and videos |
Sports (and equipment) |
Holidays |
Hobbies |
Christmas expenses |
Cash withdrawal |
Sub-total: |
Car and transport expenses: |
Insurance |
Servicing/MOT/maintenance |
Road tax |
Diesel |
Parking permit/expenses |
AA/RAC membership |
Depreciation |
Train fares/tube |
Taxis |
Car wash/valet |
Sub-total: |
Other personal expenditure: |
Pension contributions (basic) |
Pension contributions (AVCs) |
Medical bills/prescriptions |
Other - please specify |
Life insurance premium |
Sub-total: |
Children’s Expenses |
Children Clothes |
Children Shoes |
Child Haircuts |
Baby sitting |
Presents |
Child Restaurants |
Child Books |
Pocket money |
Holiday money |
Sub-total: |
School expenses: |
Travel to school |
School meals |
School outings |
School extras |
School uniform |
School footwear |
Child Sports clothing and footwear |
Child Sports equipment |
Child Other equipment - please specify |
Music lessons/tuition |
Music lessons/instruments |
Riding lessons |
Dance/ballet lessons |
Swimming lessons |
Tennis lessons |
Driving lessons |
Sub-total: |
TOTAL: |
Thanks for your help.
MacBook Pro
