What is your Christmas gift budget this year
15 helpful spreadsheet templates to help you manage your finances
What if you could easily and accurately visualize your financial health? Wouldn't it be great if you knew where your money was always?
Fortunately, Vertex42 has a number of spreadsheets that make this possible. Here are 15 of the best financial calculations they can offer.
1. Family budget planner
If you have a mortgage, kids, car payment, and other expenses, 6 Ways to Track Your Monthly Spending (and Stick to Your Budget) Your expenses are the first and foremost step in saving money . Here are six ways to keep track of your money. Read More You need financial awareness that even Paul Krugman may not have. Or you could just start Excel.
This spreadsheet can even get a price for your money. You can create an annual budget to project income and expenses while you take care of variable expenses and changes in income.
2. Personal Monthly Budget Worksheet
If you don't have a family and want to be in control of your finances, check out this personal monthly budget spreadsheet?
This allows you to create a budget just for you. Create a personal budget in Excel in 4 easy steps. Create a personal budget in 4 easy steps. Do you have so much debt that it will take decades to pay off? It's time to create a budget and use a few Excel tricks to help you settle your debt faster. Read More There are areas for daily spending as well as entertainment and discretionary spending. It's easy to use too.
The worksheet is only a single page and can be printed on a sheet of paper in portrait orientation.
3. College budget template
Going to university is scary. You are away from your parents and all they did for you - washing, cooking, and cleaning up - is now something to deal with. Alone. You also need to take care of your finances and avoid the appeal of overdrafts and credit cards.
How you do that? With this college budget spreadsheet, of course. In this way you can plan the study costs over months, semesters and years. It helps you keep your bank account in the black.
4. Christmas present / budget for vacation expenses
It's the best time of the year, as the song says. It is also the most expensive time of the year right now as families find themselves falling into debt to buy lavish gifts.
It doesn't have to be like that.
This table allows you to set an overall budget, allocate it on a per-person basis, and use that as a guide for your gift buying strategy.
5. Budget worksheet
If you love to travel, you need to carefully plan your expenses.
It's easy with this lovely working budget worksheet. In the spreadsheet, you can set an overall budget, subtract accommodation and transportation, and then allow for discretion.
6. Money Manager for Children
Many parents give their children an allowance. It's a great way for them to learn the value of money and buy the things they want. It's also a great way to teach them how to budget and save.
So why not allow them to visualize their progress with this kids finance manager? It's a budgeting template, but it's packaged to appeal to young people.
7. Template for the income statement
An income statement is a document that states how much you've made and how much you've spent. They are used in businesses and households alike to convey a picture of financial health.
This table is intended for small business owners and allows you to carefully and carefully control the finances of your business.
8. Savings Goal Tracker
Saving money is hard. Especially when you don't have a set goal other than to "have savings". And let's face it, there are plenty of shiny things that can easily pull your money out of your wallet.
How do you deal with it? Visualize your goals and plot your progress towards those goals. And how can you do that better than with this table?
9. Credit Repair Spreadsheet
Times are tough. Lots of people are fighting. And a lot of people find themselves in a hole, credit card and car payments missing, and when they get out they will find their credit shot up.
But something can be done. Not only is it possible to repair credit, but it is also relatively painless. With this spreadsheet, you can work to rehabilitate yourself in the eyes of the credit bureaus.
10. Mortgage calculator for additional payments
Mortgages are a bit like house guests. 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 additional payment calculator that shows you the benefits of reduced interest when paying your mortgage in additional chunks. Brilliant!
11. Register template for credit account
Many people spend all of their expenses on a credit card. Paying off your balance in full every month is actually a great strategy. Faster resolution times will show up if someone steals money from your account, and you can accumulate thousands of points that you can spend on free goodies like hotel rooms and flights.
To make sure you have a clear picture of how much money you are spending on loans, use this loan account template.
12. Wedding budget planner
Weddings are very expensive. Of course, they don't have to be - you should spend the money on a home or invest in your retirement instead. But most people in love don't want to hear solid advice.
If you are planning your big day and want to spend a lot of money creating the perfect event, you need a wedding planner.
13. Donation tracker
Are you planning a fundraiser? One of the most important aspects of a successful campaign is keeping track of the amount of money.
This table contains columns for date, payment type, donor and notes.
14. Template for price comparison
The key to good business is shopping. With so many places battling for your business - both on the street and on the internet - it can be difficult to remember all of the prices you've seen.
A price comparison tester is helpful here. Enter all of the prices and make an informed decision about the store you want to use.
15. Money Pursuit
You will receive an app specially designed for use with the smartphone version of Excel. The columns are narrow and less cluttered, so updating on a small screen is a lot easier when you're on the go.
Each column also has a drop-down list. You can use it to easily add the date or choose one of the most common payees.
Other useful Excel spreadsheet templates
Excel templates aren't the only way you can keep your life organized.
Check out our articles for the best productivity templates for Microsoft Excel. The Best Productivity Templates for Microsoft Excel to Get Things Started The Best Productivity Templates for Microsoft Excel to Get Things Started If you want to use Microsoft Excel for planning, task management, and expense reporting, it is best to start with templates. We've put together several templates to 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 will be happy to help! We tracked down two Excel tax calculators to make sure you don't miss a single penny. Read More
Learn more about: Microsoft Excel, Money Management, Spreadsheet.
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