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Showing posts with label Finance software. Show all posts
Showing posts with label Finance software. Show all posts

01 January 2009

Financial tracker II

Happy new year all!

New year new updated version of the financial tracker, this time with weekends and holidays(malaysian)!

Available here!

Into its third edition, its been a great help in allowing me to gauge and control my expenses!

Good times bad times, we all should manage our money!

Here's to an awesome year ahead!!!

Related links:
Financial tr5acker 2008
QnA
10 ways to save money

Read more ...

23 March 2008

Financial Tracker

A year ago, I was shoring around the internet looking for a program to allow me to keep track of my finances in a simple elegant and easy way... I downloaded several freeware software, but I just didn't find one I liked... So I decided to plop down and make up my own simple one using excel and put in a few simple macros and i was in business...

I'm putting it up here to share with you all and hope you find it useful in keeping track of your finances... and feel free to give your comments on how to improve it and all... Get it >here!< It's free for all... but if you want to host it somewhere else or something.. Just drop me a line and we'll talk about it...Here's a screenshot to give you an idea how it looks like when numbers have been filled in... There are 5 sheets that contribute to the pie charts... food, transport, entertainment, misc and rent. of course you can rename anything you want if that isn't a part of your expenditure that you want to actively track...

The first sheet and total sheet are summary sheets for the 5 other data sheets and are locked as you arent suppose to input numbers in them... you need to input your numbers into the 5 other sheets in numerical form that follows excel's basic rules.

i.e, if there's more than one item and you don't want to add them up your self, you have to input: =12+24 for excel to sum it up to 36. just numbers pls, excel adds the $ sign by itself... There is a final spreadsheet for input of pay and tax, however tax must be calculated manually as it is different from country to country...

Below the numerical input segment is a NOTES segment which can be also accessible from the notes button on each page, where you can input what the expense was for with a simple description.

On the Cumulative Overview page, the first pie chart is a cumulative one which reflects all that has been spent so far and the one at the bottom reflects the spending of the month, you can view each month by clicking on the month.

With some diligence on your part, you can easily track where your money is going and plan how to manage your finances. I did, I used it to keep track of my spending which helped me save up for my trip to Korea, maintain a car and still have substantial savings!

So you can download it here at : http://www.sendspace.com/file/3y84xl

If you have questions, feel free to consult the Q&A page regarding the programme. Cheers~

Disclaimer: While the author really hopes you find the program useful, he does not give guarantee that it will be 100% error free and that the numbers should be used as an approximate and not for legal purposes and shall not be held responsible for any errors, failures or other grievances. Read more ...

Q&A for Financial Tracker

I got a few queries regarding the Financial Tracker which I posted a week ago....

Can I rename the tabs?
Yes, of course! All you need to do is double click the bottom of the sheet, eg 'transport' and change it to whatever you want it to be. You also have to change it in the title box, below the box 'Expenditure sheet 2008'(i.e. 'Transport' to whatever) which will then automatically be reflected in all the other boxes on the cumulative overview screen!

How do I enable Macros?
Basically, in Excel, go to Tools>Macros>Security and turn your security level to medium, which would lead to a prompt screen appearing each time u open the file, and click enable so that the pie charts and buttons will work.

If you need a better detailed instruction, you can find a really well written one here, with pictures and all!

What is macros? Would it work if it is not enabled?
Macros is just an automated action that has been preprogrammed to do various things. Like switching from month to month using the drop down menu to look at individual month expenses and the buttons that get you from sheet to sheet.

The financial planner would still work, however, the cool stuff like the short cut buttons and filters wouldn't work.

Why do I get error boxes in my tables?
A few reasons... firstly, you probably did not enter the numbers in a way that excel understands. i.e just numerical, no symbols $/USD/SG/RM, and when adding individual numbers in a box, you have to type "=2+3+4"
Another reason would be clearing a box of its value after inputting a number leading to "#DIV/0!", easily resolved by setting the value to '0'.

What do the notes button and other buttons do?
They direct you to the respective sections. Notes is a section where you can write down a description of you particular expenditure so that you can have a reference when you want to decide how to cut back and plan your expenditure.

Acknowledgment: Many thanks to Ms Elisa Arumugam for her kind feedback and testing of the spreadsheet. Read more ...

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