With this new dashboard version 4.0, you’ll find out! This panel shows you very easily and practically, month by month, where your money is going. So you can understand your money allocation, month by month. Understand how each sub-account is responsible for the total of each account, both Revenue, and expenses. Generate automatic charts to better understand how your top income and expenses behave. Understand how much an account represents from your total income and expenses and how it behaves throughout the year, all demonstrated through charts. It is also possible, in this version of the Worksheet, to analyze your account in your Chart of Accounts. In addition, the spreadsheet points out some essential information for you to keep an eye on as your primary expense, for example.Īlso follow a view of the annual results of your finances, graphically showing the main months of the highest movements. With this Indicator Panel, you will be able to quickly and easily visualize your main indicators within the month. You can print all reports from the spreadsheet, either to show to another person or to yourself to keep track to analyze calmly, away from the computer, as your financial transactions are occurring. In addition, the spreadsheet shows you how much of the open expense or revenue. So you do not run the risk of being defaulted and can also manage your expenses for the future, based on what you still need to receive. The spreadsheet comes with automatic reports that tell you the outstanding amounts, both for you and for you to pay. Keep track of your movements day by day and understand what were your main expenses each month. Get an overview of your results, both annually and monthly. You can also compare your goals with the actual result, to have better references for the future. You can also change them at any time as the year goes by. Cash Flow still comes with several indicators that help you think in the long term, such as Cash Need.Īnother novelty of this release is that it is now possible to set revenue and expenditure targets and track whether you are achieving them or not. Spreadsheet consolidates the information of the launches and shows you, month by month, how your long-term investments are going, in addition to issuing alerts if you do not make your investments.Ĭheck how your Cash Flow walks and understand better how your moves happen and affect your personal finances. New to this version 4.0, you can now check how much you have in each investment made. Going on a trip and want to control your finances so you can raise money? Or buy a car, and wonder how much you need to join month after month? This tab helps you chart those goals and understand how you can accomplish them. This vision will help you better understand your consolidated numbers and helps you make decisions for the coming months of the year. View a Cash Flow report by bank and track how the moves happen in each of your accounts. You can also register different dates for posting and payment, so you can control accounts you would have to pay or receive.Ĭontrol all your spending on a view that separates the total spending per month, divided by banks, so you can better analyze how your spending is month by month. Make your launches every day, recording the main information of the financial movement, including the form of payment. You can also register your banks.Ĭontrol the transfers you make between your banks very easily with this new version 4.0 tab. You start by registering the various types of financial transactions, composing your Group of Accounts. This worksheet follows best practices for controlling your finances. Personal Finance Excel Spreadsheet Template
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |