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In one of the other threads on budgeting software several posters mentioned they use excel, what spreadsheets do you have in excel?
I have a workbook on retirement progress I have a sheet on tax rates/tax tables I have a sheet on projected balances of IRAs I have a sheet on "checkpoints" for IRAs and 401ks (amounts needed to check for at given ages) I have a sheet for IRA contributions tracking percentages and suggesting % to contribute to rebalance without selling. I have a sheet with account numbers, web sites, logins I have a 2-3 sheets on various withdraw strategies (and calculating starting balances) I have a sheet with plan summary to describe all the other sheets I have a workbook on our budget I have our current budget on one sheet I keep copies of old budgets (not sure why, but I keep everything) I have a sheet with 1st mortgage ammortization schedule I have a sheet with 2nd mortgage ammortization schedule I have a sheet tracking dividend income I have a sheet tracking interest income What sheets do you have? Have you made excel do anything clever?
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not particularly clever but I am proud of my color changing budget (pink for over, green for under...)
and I have my calender, budget, bank book, and 'counting chickens' on it. |
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