Well, it took a bit longer than I planned, but I just finished my Finance Tracker 2.0! I wanted to simplify my finances so that I could track how I’m doing and plan for the future with one easy-to-use interface. After much fiddling with it, I finally have a new system that I’m pleased with.
This spreadsheet allows me to see each month’s budget and expenses, automatically averages my expenses over the year, is easily adjusted when I need to change a category (either income or expense), and tracks virtual accounts so that I can plan for long-term expenses. It only takes a few minutes every couple of days to keep up to date, and is easy to understand.
Even though I planned on having this done sooner, I wanted to test it out first. The previous version worked well, but was cumbersome and harder to read. I managed to pare this one down so that it takes up less room, is easier to understand, quicker to change, and faster to keep updated.