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Any templates for personal bank account tracking?

  1. #1
    Jillsy
    Guest

    Any templates for personal bank account tracking?

    Does anyone have a template for tracking your personal accounts on excel?

  2. #2
    JE McGimpsey
    Guest

    Re: Any templates for personal bank account tracking?

    Take a look here:

    http://office.microsoft.com/en-us/te...377171033.aspx


    In article <[email protected]>,
    Jillsy <[email protected]> wrote:

    > Does anyone have a template for tracking your personal accounts on excel?


  3. #3
    David McRitchie
    Guest

    Re: Any templates for personal bank account tracking?

    In regards to:
    http://office.microsoft.com/en-us/te...377171033.aspx

    The coloration is pretty and the format is the same as in a checkbook,
    like you are keeping records for the bank rather than yourself.

    There is no excuse for this note:
    Note It's important that you enter your transactions in the
    spreadsheet sequentially. If you skip lines, the function that
    keeps track of your balance won't work correctly.
    That's not saying if you don't have a balance formula for the row
    which is going to obviously be a problem,
    it is saying if you don't have a Debit or a Credit your screwed.

    And why did they put $ signs in the all the figures and why did
    they left justify the numbers --- totally weird.

    It has put in a date format for you, but even if you are in the
    US and only use two digits for dates it is using m/d/yy
    instead of mm/dd/yy -- maybe there is an advantage there
    you will have to fix it and in doing so will have to look at the
    format they choose

    In any case the formulas are incorrect, because if you need to
    insert or delete or sort a few lines you will mess up because it
    does not use OFFSET in the Balance column. So you will have
    to mend your formula after making changes.

    See http://www.mvps.org/dmcritchie/excel/insrtrow.htm
    if for nothing else to see how you should be using OFFSET
    instead of directly referring to the cell above by it's cell address.

    FWIW, the template has no macros.
    ---
    HTH,
    David McRitchie, Microsoft MVP - Excel [site changed Nov. 2001]
    My Excel Pages: http://www.mvps.org/dmcritchie/excel/excel.htm
    Search Page: http://www.mvps.org/dmcritchie/excel/search.htm

    "JE McGimpsey" <[email protected]> wrote in message news:[email protected]...
    > Take a look here:
    >
    > http://office.microsoft.com/en-us/te...377171033.aspx
    >
    >
    > In article <[email protected]>,
    > Jillsy <[email protected]> wrote:
    >
    > > Does anyone have a template for tracking your personal accounts on excel?




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