Complete with balance sheet examples to get you started, this personal balance sheet template is easy to use and customize. This Excel balance sheet template, lets you do more in less time. This is an accessible template. Address books. All holidays. Animation and 3D. Back to school. Bids and quotes. Blank and general. Business cards. Business plans. College tools. Family activities. Fax covers. Financial management. Food and nutrition. We have included a list of categories from our money management template that you can edit within the Settings worksheet.
A user also requested we add a customizable Payee list, so we've done that as well. You can edit Payees that show up in the drop-down by editing the list in the Settings worksheet. Note: You do not have to use the values in these drop-down lists. They are just for convenience. You can still add a unique value by typing it. You may want to use the Payee drop-down list just for the most common bills.
With a simple formula like that, sorting the table and deleting rows can mess things up. The formula we uses displays " - " if you have not entered the Date, and it uses the OFFSET function to prevent the formula from breaking if you delete a row or sort the table. Watch Demo Video. It includes a column for recording expense categories, and the formula used for the Balance makes it easy to add and delete rows.
If you would prefer something more advanced that will help you manage a budget, try the Money Management Template. When you want to analyze your expenses by category or create a budget report , that is when you need to make the switch to a more advanced template. There are certainly ways of expanding upon this template, but if you are planning to use Excel to keep track of your personal finances , I would consider using our new Money Management spreadsheet.
If you want the ability to import transactions downloaded from a bank and other more advanced features, you may want to try software like Quicken or YNAB. Answer: When all you need is to keep track of the current balance in one or more accounts.
Example: A college department secretary may need to keep track of the current account balance as a professor gradually depletes her grant money. A history of the transactions is needed, along with a report towards the end of the year indicating how much is left to spend. Follow Us On Credit Account Register Template.
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