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July 3rd, 2006 • Related • Filed Under
Here is a sample to get some ideas on setup. The picture is not the best, but you can see how each column represents a specific month towards the right. In the white space I have listed some expenses and then highlights the total amounts in red. When you move into a new year, just create another tab at the very bottom of the spreadsheet. I will go into formulas if requested. Typically the flow of the document is to have (income – expenses + investments – debts = net worth). Of course your setup will probably be different and that is ok. It just has to work for you. Just be sure not to cheat the numbers. They are there to help you gain financial insight.
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