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Favorite Expense and account trackers
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Just wondering if there is a go to Execl file that is miles above others in terms of tracking your expenses (I pull data from a BOI current account and a revolut account) and also your assets (cash on hand, 2 investment portfolios, pension, savings).

I have built my own before and like it and am also considering incorporating QR codes/Forms to quickly update it on the fly when I make cash purchases but I want to see if there are any more complex sheets out there (I am macro friendly so they are welcome too).

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Definitely fine with spending on it if needs be. When I googled them I seen a lot of ones on sale but obviously I wanted something like this pointing me to a good one before I spent on them.

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Thanks, I'll have a look at that one! I would prefer an excel sheet as I was going to leave it on my work laptop which I use more but if software is the best option I'll just throw it on my own laptop

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2 years ago