This is a demo of the Personal Finance Manager Excel template. You can download the template from http://indzara.blogspot.com/2013/05/personalfinancemanager….
This is a demo of the Personal Finance Manager Excel template. You can download the template from http://indzara.blogspot.com/2013/05/personalfinancemanager….
In USD I have a beginning balance of 749.43 and then subtracted -88.29 in
expenses, and -300 in transfers. My total should come out to 361.14 but
Report D46 is totaling 537.72. Any ideas why?
Thanks a lot man! its amazing to not have a whole application just for
this. and I look forward to some judicious tracking of my expenditure.
Really slick template and well explained video. this half an hour will
probably save me a million in the future.
Hey! This is looking like a great template! However I also have
investments and foreign currencies was thinking to open those as another
bank account but I have a few problems. 1. I cant seem to add any more
accounts or dont know how to. 2. I imagine telling the spreadsheet that I
moved one amount out of one account but a different amount back in for the
foreign currency account, it would throw the balance off. It also means
that when I want to see how much the value of my foreign currency has
changed or when I put amounts of money to my investments and the value
grows, I’m not sure if I would be able to put it in.
Any advice you could offer would be really appreciated!
It‘s a great template. Thank you sharing.
Manage your personal finances easily with this Excel template
Thank you. I am glad you like it.
Hello Jonathan Lee, I will post a version with $ currency format soon.
Thank you.
Hello Holrbak, Account information should show up in the drop down menu.
Have you checked scrolling up in the scroll bar in the drop down menu? For
the Category drop down menu, the values will show up once you choose a
transaction Type in the transactions sheet. That’s because the Category
value options depend on the transaction type. I hope this answers your
question. I tested this today and it works for me. Please let me know if
you are still unable to see values in the drop down menus.
Hello Paul Gernale, Which version of Excel are you using? I have tested in
2010 and 2013.
I have an Economics class and I need something like this. I just started
using this this morning. It is really going to help me out a lot. Thank you
for making this template.
What is the trick to get the info from settings to show up in the drop down
menus in the transaction window?
Great Template! Could you add one with € currency?
great template Ind Zara. have been looking for something like this for a
long time. Thanks for making this free. Wish you the best and keep up the
good work.
Awesome! finally got it figured out, with your help. This is a Fantastic
template worksheet. The best I have found after researching for quite some
time. Thank You very much.
Ok, the problem is that I select an empty cell and the button does not show
up.
Thank you. I am glad you find this useful.
Nice Design!
Selecting an empty cell in the table in one of the columns (Type, Category,
Sub Category and Account) triggers this button. Please confirm that you are
selecting an empty cell within the table, shaded in tan colour? When you
begin, there should be only 1 row in the transactions table and that should
be empty. That’s the row where these drop down menus will work. Please
excuse me if you have already tried all these. Which version of Excel are
you using? Could you post a screenshot?
Im using 2013. And I have another problem, in monthly summary the options i
get are days not months :/ for example instead of June, July..the option
shows day ( 8-Jun-2013) I tried editing your sample but when I deleted all
your transactions and refresh, it basically turns out the same problem, the
year table is gone.
Hello Jonathan Lee, Please see my blog post about the Personal Finance
Manager template at indzara.blogspot.com. I have posted a version with $ as
currency. Please let me know if this addresses your need.
Thanks for the quick reply..I still have nothing showing up. When I hit the
drop down menu button(s) on any category, all I get is a menu that says
“sort a to z” or sort z to a
Hello Paul Gernale, Thanks for pointing out this bug. I will look for a
better solution to this. For now, please try using the Sample data file and
delete all transactions but any one record. That leaves the Year and Month
filters/slicers in place. Then, you can overwrite that one record with your
own transaction data and continue entering more records as usual. Please
reply if this resolves this problem.
From your video, it seems like you are selecting a cell outside the Excel
table. It wasn’t very clear. I have tried to explain how the drop down
menus work in a new video (Personal Finance Manager (Drop Down Menus)) in
my YouTube channel. Please let me know if this new video addresses your
question.
I think you are looking at a different button. The one you are looking at
is on the heading and is useful for manipulating (sorting, filtering) the
table. Please select an empty cell and the button for drop down menu (on
the right of each cell) will show up. I have added a screenshot to my blog
post to differentiate the two buttons. You should use button #2 to select
drop down menu choices. Please let me know whether this works.
lynn@fleshy.processed” rel=”nofollow”>.…
tnx for info!!…
expressing@traveler.matured” rel=”nofollow”>.…
thanks for information!!…
casals@abatuno.consistence” rel=”nofollow”>.…
good!!…