Author Topic: Master Excel Template for keeping track of all Credit Card stuff (Read 36263 times)

shoobi · « **on:** June 21, 2015, 06:43:54 PM »

Hey guys, so I recently got totally obsessed with Microsoft Excel, and learned lots of really neat stuff you can do with it. I saw that other bloggers shared their Excel templates to keep track of stuff, but I thought their's were too simple, so I made my own. I use it personally and I love it.

I want to share it with the DDF community, you can download it here.

The first tab contains the instructions. I included some of my own entries as examples so you will know what to fill in where.

I put in almost everything possible I could think of. Only thing I'm missing that I didn't get around to adding is the spending bonuses by category (e.g. travel, gas, etc.).

Enjoy. If you have any suggestions, comments, or improvements, Please let me know, I'd love to fix it.

shoobi · « **Reply #1 on:** June 21, 2015, 06:45:24 PM »

If there's already a thread about this, I don't know where it is.

PTU · « **Reply #2 on:** June 21, 2015, 06:50:21 PM »

There is a thread but +1 to the workbook.

Like how "tax refund" is part of the template..

shoobi · « **Reply #3 on:** June 21, 2015, 06:51:10 PM »

Thanks! Yeah, I was expecting a tax refund, so it's in my income section

AJK · « **Reply #4 on:** June 21, 2015, 08:03:03 PM »

Appreciate you sharing.

Though I haven't had a chance to peruse the spreadsheet, in my experience, an excel spreadsheet that contains "almost everything possible" is likely to be past the line of "worth it to maintain."

At some point, the juice ain't just worth the squeeze. That said, I personally use a detailed spreadsheet, but limit the fields to absolute necessities for my personal habits.

shoobi · « **Reply #5 on:** June 21, 2015, 08:07:52 PM »

Quote from: AJK on June 21, 2015, 08:03:03 PM

Appreciate you sharing.

Though I haven't had a chance to peruse the spreadsheet, in my experience, an excel spreadsheet that contains "almost everything possible" is likely to be past the line of "worth it to maintain."

At some point, the juice ain't just worth the squeeze. That said, I personally use a detailed spreadsheet, but limit the fields to absolute necessities for my personal habits.

take a look and let me know. i'd love the feedback

SPLP · « **Reply #6 on:** June 22, 2015, 01:50:05 AM »

Quote from: shoobi on June 21, 2015, 08:07:52 PM

take a look and let me know. i'd love the feedback

You put a lot of work into it, looks very professional and appreciate your sharing

I have found for myself that if I keep it simple with just the info that I need ALL the time that it works better than all the details you have incorporated ,plus I like everything on one sheet when i print it - But I have to say VERY NICE JOB!!

3yummyboys · « **Reply #7 on:** June 22, 2015, 07:41:55 AM »

Thanks for sharing

jj1000 · « **Reply #8 on:** June 22, 2015, 10:47:27 AM »

Impressive work! Although seems like way too much work for me. Quicken may cover most of that stuff automatically.

benjie1305 · « **Reply #9 on:** June 22, 2015, 10:59:24 AM »

Wow - still need to take a closer look but this looks very extensive and detailed. Looks like I could adapt a few things into my sheet possibly. Thanks for sharing.

shoobi · « **Reply #10 on:** June 22, 2015, 11:05:14 AM »

Thanks guys. If there's demand for it, I could create a simplified version.

Chime in with which fields you would want

loveddeals · « **Reply #11 on:** June 22, 2015, 11:08:36 AM »

Wow, Impressive work!

I have always wanted to learn Excel in more detail, and now I can see some of the stuff it can do. Can you (and others) please share how to & where to learn lots of really neat stuff about Excel.

shoobi · « **Reply #12 on:** June 22, 2015, 11:12:26 AM »

Quote from: loveddeals on June 22, 2015, 11:08:36 AM

Wow, Impressive work!

I have always wanted to learn Excel in more detail, and now I can see some of the stuff it can do. Can you (and others) please share how to & where to learn lots of really neat stuff about Excel.

I'd love to. I actually learned the basics in a class I took in college, but then learned a lot on my own. Mostly through experimentation... And also from downloading other blogger's spreadsheets and seeing what they did in them.

I'll see if I can find good links of tutorials to post... although feel free to ask me any questions you have in excel, i love playing around with it

loveddeals · « **Reply #13 on:** June 22, 2015, 11:30:40 AM »

Quote from: shoobi on June 22, 2015, 11:12:26 AM

I'd love to. I actually learned the basics in a class I took in college, but then learned a lot on my own. Mostly through experimentation... And also from downloading other blogger's spreadsheets and seeing what they did in them.

I'll see if I can find good links of tutorials to post... although feel free to ask me any questions you have in excel, i love playing around with it

I dont have any questions per se right now, just looking forward to learning new things. When you get time, please send me the links to the tutorials. TIA.

Mordyk · « **Reply #14 on:** June 22, 2015, 11:53:27 AM »

Quote from: shoobi on June 22, 2015, 11:12:26 AM

I'd love to. I actually learned the basics in a class I took in college, but then learned a lot on my own. Mostly through experimentation... And also from downloading other blogger's spreadsheets and seeing what they did in them.

I'll see if I can find good links of tutorials to post... although feel free to ask me any questions you have in excel, i love playing around with it

beautifully done. btw there are many people that would pay a lot for you to prepare such spreadsheets. charge min. $1500 if its so detailed. you would be surprised what the demand is for businesses

shoobi · « **Reply #15 on:** June 22, 2015, 11:54:27 AM »

Quote from: Mordyk on June 22, 2015, 11:53:27 AM

beautifully done. btw there are many people that would pay a lot for you to prepare such spreadsheets. charge min. $1500 if its so detailed. you would be surprised what the demand is for businesses

Really? I can definitely use some side income now... can you hook me up with some people?

Mordyk · « **Reply #16 on:** June 22, 2015, 11:54:56 AM »

Quote from: shoobi on June 22, 2015, 11:54:27 AM

Really? I can definitely use some side income now... can you hook me up with some people?

will PM you

PTU · « **Reply #17 on:** June 22, 2015, 02:46:11 PM »

Wow. I'm amazed at the responses...
It's a nice spread sheet with a few pivot tables. The input fields are minimal (not sure why ppl are complaining about to much info..) and the formulas are pretty basic.

I was the first one to +1 this, but if this is worth $1500 I would be a millionaire!

#spend my life working in excel

Mordyk · « **Reply #18 on:** June 22, 2015, 02:55:23 PM »

Quote from: PTU on June 22, 2015, 02:46:11 PM

Wow. I'm amazed at the responses...
It's a nice spread sheet with a few pivot tables. The input fields are minimal (not sure why ppl are complaining about to much info..) and the formulas are pretty basic.

I was the first one to +1 this, but if this is worth $1500 I would be a millionaire!

#spend my life working in excel

i guess you havent spoke to people that need work done in excel yet they have no clue how to use the program...

P.S. i have and i made more than $1500 for excel jobs

Marco Polo · « **Reply #19 on:** June 22, 2015, 02:56:30 PM »

Quote from: Mordyk on June 22, 2015, 02:55:23 PM

i guess you havent spoke to people that need work done in excel yet they have no clue how to use the program...

P.S. i have and i made more than $1500 for excel jobs

Does this mean one is taking advantage and pricing according to the others lack of knowledge?

Topic Wiki

Author Topic: Master Excel Template for keeping track of all Credit Card stuff (Read 36263 times)