Fancy Finances

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Complete Financial Tracking

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Expenses

The only expenses I have input are savings and taxes, but the expenses tracking is fairly standard. I have fixed some dates for ease but please see remarks. The category and account associated with the expense should be input here. The "Fix" column is a personal note to me to remind me that there is data missing from some those rows. Expenses should be input as positives (the formula will receive these as "deductions" and reduce the account by the amount).

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To change the month, change the view title from "August 2020" to "Month Year". Adjust the filter to fit the YYYY - MM format.

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Deposits

Deposits should include any money going into the accounts, including salary / income and cash deposits. Deposits should be input as positives (the formula will increase the account by the amount).

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Budget

The budget is viewed both by year and by month. To change the month, change the name of the view and under the "expenses" column adjust the condition "Month" to YYYY - MM format of your selected month. Same process to change the year. Budget amounts are based on averages I googled, but are estimated on the "high" side for an average salary. Please adjust as needed.

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Savings

Be sure to add your salary / income in the "salary" column, copying said annual income into each row of the column. This is the only component that is not automated. Change your percent as needed. When salary is added, the Projection columns will resolve.

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Accounts

The primary field "account" is the vendor, or the vendor + name if there is a name specified. Unhide starting balance to input current saving/debt. For loan repayment and credit card debt, make sure to include a negative "-" sign in the Starting Balance.

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Please contact me for questions or errors!

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Updated August 14, 2020 at 10:17 AM
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Jenna Marie

Detailed, obsessive, and in love with spreadsheets. Scientist, student, culinary snob, adventurer, terrified of spiders.
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August 2020
2020
2021
All
Total Deposits
Salary
Cash
Yearly - 2020
Monthly - August
Total Savings
Personal Savings
IRA
All Accounts
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