Comments on: Finally! An Automated Budget Spreadsheet in Excel 2024

By: Terri Holley

Terri Holley — Sat, 06 Jan 2024 18:26:18 +0000

Thank you, David!

By: Jessica

Jessica — Sat, 14 Jan 2023 20:12:19 +0000

Is there a way to expand this budget into a two week view (bi-weekly) view rather than monthly?

By: John

John — Sun, 09 Aug 2020 02:30:12 +0000

Nice spreadsheet I’ll try out. I’m thinking of trying to add a tab(s) that will track account balances along with the transaction list. Do you think this is possible?

By: David Carlson

David Carlson — Tue, 05 Nov 2019 22:49:58 +0000

In reply to Tom Stevens.

Hi Tom – Glad to hear you like the spreadsheet, and thank you for the kind words. I’ve tried to keep the spreadsheet as simple as possible, so there is no explicit sub-category column to populate. With that being said, I use personally use the “Note” column as a sub-category section, at times. For example, I have various Income sources. The category for that is “Income”, but the “Note” column as a sub-category to identify what the income source was. Granted to fully leverage this you need to pivot off the “Data” tab, which I’m assuming 90% or more of users know how to do.

By: Tom Stevens

Tom Stevens — Tue, 05 Nov 2019 20:05:59 +0000

I just visited your site for the first time and am impressed. I downloaded your automated budget spreadsheet in excel and like what I see. In the categories can I make sub-categories? If not, is the categories section unlimited? Just wondering.
Thanks for the spreadsheet and all the information on your site.

By: Manuel

Manuel — Tue, 28 Mar 2017 16:40:59 +0000

This sounds like a great tool! Sadly, I’m living in Europe. Anyway, I have optimized the process of manually adding the data for me. I do this on every Sunday. I have one sheet for my investments, one for income vs. outcome of the month and the last one for budget vs. expenses. The last one is awesome because it takes into account that there are several yearly payments which need to be converted to monthly payments.

I also use an App for tracking everything again with the possibility to export to Excel. It takes about half an hour to update everything but I’ve got the feeling that this also keeps me ahead of my finances and what’s going on.

By: giulia

giulia — Tue, 14 Mar 2017 11:37:13 +0000

interesting, thanks for sharing!