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I did use Microsoft Money to track my spending couple of years ago, then I switched to paper and pen and then switch to online money sites such as Wesabe, but none of them really worked out. The closest was the pen-paper system, because I could create my own way of working out how much I spent. The problem with it was that I could not see right away, how much I spent during the month, only at the end when I summed up the numbers.

I like using Excel, because it is still flexible, just like the paper and I can see the sums of each spending category as the month progress.

I am looking for examples of Excel spreadsheets that can be used for tracking personal spending.

I need the following:

  • Automatic category assignment as I type in payee the rest is looked up from a table.
  • Budgets, so I can put in my budgets and see a summary for the given month and indication if I go over my budget.
Chris W. Rea
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gyurisc
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2 Answers2

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Not sure you are going to find anything like this in Excel - with the automatic lookup in specific.

Microsoft has a template available; but it looks to be a pretty busy page.

Why not look at other software? If you have a PC, Quicken and Microsoft Money are of course the big guns. You don't mention why you switched away from MS Money...

There are many other packages as well. The one that I use (but have no other financial interest in) is Moneydance as it was the best on Mac at the time I was looking. It also runs on Windows and Linux.

sdg
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I'm not certain how well this would fit your needs but have you taken a look at PearBudget? It is a pretty detailed Excel template.

https://www.pearbudget.com/spreadsheet

chucklukowski
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