I’ve uploaded a couple new handy financial spreadsheets over the past few days. You’ll find these under the “Excel Finance Spreadsheets” tab at the top of any page. Featured in this first batch of spreadsheets are:
Master Information Sheet – this is a handy, central place to keep account numbers, payment addresses, telephone numbers, etc. for your credit cards, bank accounts, and monthly bills. Once you’ve put the info in here, you’ll save time down the road when you have to report a card lost or stolen, or contact Customer Service.
Grocery Savings Spreadsheet – also known as a pricebook. Keep track of what you pay for groceries (or practically anything you buy on a regular basis), so you can determine the best price and best time to buy for each item. It allows you to input lists of categories for use in drop-down menus. Also, when you click on “Category”, it automatically inserts the current date, which is a big help when you input a whole grocery receipt. Feel free to delete the “Sample” sheet when you learn how to use it.
Anyhow, these are free for download. Note that the Grocery Savings Spreadsheet needs macros enabled for full functionality (date insertion). If you don’t enable macros, it will still have drop-down menu functionality.