Does anyone have a set of custom Excel spreadsheets for personal finances?

beer

Lifer
Jun 27, 2000
11,169
1
0
I don't have a lot of assets, but I need a good way to budget and track my expenses and separate them from busienss expenses, so I fired up my Money 2004 OEM disk I got a few months ago, and am just apalled at the interface. Personal financial software doesn't have to do these things! It's not that I'm not technically competent to deal with a complex UI since I deal with crap like ModelSim daily, but the fact that a 'standard' issue of Money has so many useless features and still doesn't do it's core job very well. A quick trip to Amazon reveals the latest Quicken products, likewise, suck.

Does anyone have a set of custom Excel sheets for working with personal finances? Yes, I'm aware that I could develop them myself, but I try to not reinvent the wheel..

Something like these here, maybe? Only those cost $20 which is what MS Money/Quicken standard/basic, respectively, cost.
 

Argo

Lifer
Apr 8, 2000
10,045
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My father built his own money management system in Excel. It's pretty sophisticated actually, he keeps adding new features every year.
 

PowerEngineer

Diamond Member
Oct 22, 2001
3,598
774
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Yes, I agree that both Money and Quicken have bloated unbelievably and most of the features are not valuable. That said, being able to do on-line bill pay and reconciliations is more than worth it. (And I used to keep my personal finances on Excel).
 

Fullmetal Chocobo

Moderator<br>Distributed Computing
Moderator
May 13, 2003
13,704
7
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I thought I would try to use Money 2005 for stuff, as I've been using a fairly simple spreadsheet for the longest time. I couldn't stand it though, as I just kept useing the spread sheet. Oh well though. I guess I should donate that disc of the freebies forum, cause I will never use it.
Tas.
 

Wizkid

Platinum Member
Oct 11, 1999
2,728
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I actually like Quicken quite a bit. You dont' need to use all of the features if you don't want. Just setup your categories (or use the defaults) and accounts, then enter your transactions into the register and that's it. You get a few really useful reports and you don't have to look at the rest if you don't want to. I have never seen an Excel solution that works this well. You may want to get a trial version and play around with it, you might actually like it once you get used to it.