Number Spreadsheet Template

Question

Level 1

8 points

Number Spreadsheet Template

Hi all,

I have recently made a living style change and I am looking for the best template to track that. I have used some exciting templates but not all cover what I want to see in one report. I would like to document to show a side by side comparison with expenses and money saved with the old plan vs the new plan. Monitor money spent and saved each month and year from option A/B. In the end, I would like this document to help track if the cost of this move benefited me as I originally planned.

Thanks

Mac Pro

Posted on Nov 30, 2018 5:38 PM

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Answer 1

Yellowbox

Level 7

21,191 points

Dec 1, 2018 5:44 AM in response to matt_sttr

Hi Matt,

Thanks for your reply.

Perhaps you could start with the Personal Budget template

and then duplicate the two Sheets and rename them, something like this

It is late here in Australia. After a good night's sleep I shall follow up. Zzzz.

Regards,

Ian.

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Answer 2

Yellowbox

Level 7

21,191 points

Dec 1, 2018 8:23 PM in response to matt_sttr

Hi Matt,

Open the Personal Budget template.

Duplicate the Transactions Sheet.

Rename one as Transactions Apartment and rename the table Apartment (for some reason the table name is auto caps).

Rename the other as Transactions Camper and rename the table Camper.

On the Budget sheet, duplicate the table and rename appropriately.

I deleted the Budget and Difference columns to simplify.

Change the formula in the Apartment Categories table, B2 =SUMIF(Apartment::C,A2,Apartment::D)

Change the formula in the Camper Categories table, B2 = SUMIF(Camper::C,A2,Camper::D)

Insert Donut or Pie graphs for each table. In my screenshot, both theTables and Donuts have the same categories and values. Change them to suit.

Please call back with questions. If you have trouble, ask me to post the document on Dropbox for you to download.

Regards,

Ian.

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Answer 3

matt_sttr Author

Level 1

8 points

Dec 3, 2018 2:39 PM in response to Yellowbox

This has been a great help and start to what I am looking for. I am at the point where I usually struggle and that is the formula edit. Screen shot below shows my attempt but it will not take it. I will continue to troubleshoot.

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Answer 4

Yellowbox

Level 7

21,191 points

Nov 30, 2018 6:43 PM in response to matt_sttr

Hi Matt,

I'm not sure (and I don't need to know) what differs between the two life styles. Have you tried the built-in templates under Personal Finance? Some allow "what if" comparisons.

More information (omitting sensitive/personal details) will help us to help you adapt one of the built-in templates, or help you to create your own spreadsheet. It doesn't sound too difficult, but the devil is in the details.

Regards,

Ian.

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Answer 5

matt_sttr Author

Level 1

8 points

Dec 1, 2018 5:02 AM in response to Yellowbox

Absolutely!

I moved out of a nice but expensive apartment and rent and into a camper full-time. I have had to spend some money to get this plan underway but would now like to track those expenses vs the annual fees and bills I was paying in my apartment. I will have ongoing expenses now as well along with the cost of the camper. I would like to see the projected outcome when this plan, with all expenses, is paid off vs staying in the apartment.

I'm handy with computers but not great at all the details required to make what I want. I was looking for the perfect template to at least start with.

Thanks again

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