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 Annual budget tracker (Google spreadsheet), For your financial planning

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cxjiek
post Jul 13 2021, 01:19 AM

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Junior Member
119 posts

Joined: Dec 2007
From: Selangor


I scared to use so many macros. Mine is structured like this:
-a ledger sheet of inflows and outflows
-a sheet to reconcile ledger to bank statements and investments
-pivot tables to summarise the ledger cash flow & net worth by month & year
-one sheet for each category of investment so that I can record the latest market value each month
cxjiek
post Jul 13 2021, 11:42 AM

Getting Started
**
Junior Member
119 posts

Joined: Dec 2007
From: Selangor


QUOTE(Takudan @ Jul 13 2021, 10:04 AM)
Oh, the macros are only used for upgrading/migration, i.e. when you want to take the latest changes from template. If you only take the current version and don't want to use macros to upgrade in the future, you can just delete the buttons haha (right click, else left clicking will execute the macro instead).
Sounds like your system mainly tracks past records in detail, unfortunately that is not what this sheet is good at... I'm curious to know though, how do you plan for your future budget?
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I don't have huge purchases planned, so my future budget I just use this for next 50 years:
https://networthify.com/calculator/earlyretirement

 

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