Best approach for home finance spreadsheet

Hello,

I'm creating a new Workbook to summarize our household finances. In addition to current/checking accounts and savings, I have children's accounts to include, a couple of (share) trading accounts, ISAs (tax-efficient wrappers for cash and/or stocks & shares), and SIPPS (self-invested pension schemes).

I'd like to update the data monthly, but save the monthly share/ISA/SIPP data especially to create a dashboard and/or archive - at its simplest level tables of values where I could select a year/month to see change.

Self-updating share prices etc. would be handy, too.

I know there are many ways to approach this - the most flexible probably using a Data Model - and while I can probably find my way once I have a direction I'd appreciate some suggestions of where to start and/or existing resources that might be handy.

Thanks for reading,

Philip

As there are many existing free templates on the web, I would suggest you search for one that is as close as possible to your requirements, and then come back to tailor it further if needed.

Thanks, Pepe. I've been looking already. It looks like a Data Model approach is best, but I don't have much experience with Data Models. I understand the concept, but if I'm entering monthly data, do I do that directly into the model, or can it pull it from individual sheets in the workbook? Which is the best approach (I don't want to have to revisit this for many years)

So - linked tables answer part of my question above - but I'm not clear on how I can retain data. For instance, I enter the data for January in a linked table, which updates the Data Model, but how do I retian the January data when I enter February's data?

There are instructions at the top of the page on how to post a sample sheet.Thanks