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re: Personal Finance Budget Excel Workbook

Posted on 7/22/13 at 11:16 pm to
Posted by HoLeInOnEr05
Middle of the fairway
Member since Aug 2011
16835 posts
Posted on 7/22/13 at 11:16 pm to
You know they have a goals function that you can utilize right?
Posted by Dead Mike
Cell Block 4
Member since Mar 2010
3387 posts
Posted on 7/23/13 at 12:46 am to
I have an Excel sheet for financial planning purposes. I have data for income, deductions, taxes, expenses, credit, bank accounts, and investments, with projections for this year and next. I also have a rough retirement calculator using some of those numbers. I use mint to track monthly budgeting.

I can make a template but I only have the taxes and deductions calculated for my income range.
Posted by CQQ
Member since Feb 2006
17048 posts
Posted on 7/23/13 at 8:00 am to
quote:

You know they have a goals function that you can utilize right?


This. It will let you set a goal and tell you how much you have left to put towards that goal. I have a separate savings acct for a down payment on a house. Once I pull that acct in, mint can tell me how close I am to it, etc.
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