Finance Tracking Excel Spreadsheet
This Excel-based financial tracker turns a single, categorized transaction table into a dashboard that provides a clear view of your finances. From cash flow and investing activity to assets, liabilities, and budgeting, the spreadsheet automatically populates each tab to give real-time insights. Key features include:
Annual Review: Monthly breakdown of earnings, spending, and investments:
Net Worth Overview: Visual summary of assets and liabilities, including cash, investments, and non-current holdings
Goals & Forecasting: Compare current progress against targets and project future growth based on investment strategies and contributions.
Interactive Tabs: Navigate between Cash Flow, Investing, Budgeting and Forecasting all dynamically linked to your transaction data.
Mortgage analysis: You can adjust mortgage variables to see how it affects your payments and can show total savings of alternative payments.
Designed for anyone who wants a comprehensive, automated financial overview in one Excel file, this tool makes tracking, planning, and forecasting your finances visually engaging.
Video shows some of the spreadsheets features.
Automatic Quote Checker (VBA)
Excel VBA script that checks quotes automatically so that engineers did not need to do so manually. Quotes come in CSV and are compared to the product BOM. The code outputs the differences that require correction before the quote can be ordered.
Demonstration of the quote checking macro.