![]() ![]() Helped tremendously in maintaining her interest during the discussion. ![]() Also, developed some bar and pie charts to summarize our finances (and spending) last year for review with my DW. As an ex-finance guy, I enjoy this process as it keeps me close to our finances and keeps my excel skills fresh. However, I am retired and have lots of free time to manage our finances. Moneyspire Cloud is a secure service that allows you to easily share your Moneyspire data between multiple computers and mobile devices. This has reduced the time I used to spend printing the CC statement and adding spend by category manually. I then categorize the spending in the columns from left to right (about 20 different categories - although many end up in the "misc" or "all other" category of my summary CC spending tab). I add the current months spend to the bottom of the prior months spending (so all prior transactions are maintained). Main improvement is that I now download the transactions from our main 2% cash back card (which contains spending on all sorts of things - basically all spending other than travel, groceries, restaurants and gasoline) into one of the tabs of that excel file. I have made some process improvements over the last year. ![]() I don't know how cool it is, but I developed my own series of excel worksheets (a multi-tabbed excel file). Has anybody come up with a cool Excel spreadsheet for budgeting? ![]()
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