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Daft question about expenses spreadsheet

6 replies

Sotiredsomuch · 28/11/2019 18:21

This is a silly question and I’m overthinking it but I don’t want to start off on the wrong foot then realise it was the wrong way to do it.

I’m keeping track of all of our spending on a spreadsheet ... do I do a new tab for each CALENDAR month or PAY month? I can’t decide which would be more useful or maybe it doesn’t really matter?

OP posts:
MrsJoshNavidi · 28/11/2019 18:39

Pay month would be most useful.
If you include your salary, you can work out how much you have left to last until the next payday.

APerkyPumpkin · 28/11/2019 18:42

It depends, I would go calender month and I would have everything listed in columns and pivot table it out by month onto a separate tab so that you can group the dates by month and year and see what is left at the end of each calender month.

topcat2014 · 28/11/2019 18:43

Pivot tables on a home spreadsheet is hard-core!

APerkyPumpkin · 28/11/2019 18:48

If the tool is there use it!

Columns:
date/item/£

Then pivot:
Date in column, item on left and £ in bottom right, change to 'sum" and group the dates to months and years.

Bang on. I audit external funding partners finances so I pivot finances all day every day...

Sotiredsomuch · 28/11/2019 19:09

I think I’m a way off pivot tables if I’m honest but I’ll keep the idea in mind for when I get a bit more competent Grin

I’m definitely analysing by column. Really hoping this helps me realise how much money I’m allowing to just disappear.

OP posts:
MrsJoshNavidi · 28/11/2019 23:24

I love a good pivot! And a nice bit of conditional formatting.

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