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Staying on Budget With a Daily Expense Record

In this video I go over a Daily Expense Record that I created in Microsoft Excel 2007 so that I can work on some continuous improvement in my finances. This expense record will allow me to monitor my finances on a daily, monthly and yearly basis. Another great feature of this tool is that I’ll be able to quickly tease out expenses I need to complete my taxes at the end of the year.

 


3 Comments

Kerryn  on January 23rd, 2014

Dear Sean,
I’m not tech savvy and have tried to create a daily expense record template with little success. I stumbled upon your spreadsheet and I thought I’d gone to heaven!!
Would it be possible you could show me how to create a spread sheet just like yours or redirect me to a place that can? Simple language preferred. I’m not so good at the excel command/ formulae lingo!!
I can’t work due to being diagnosed with MS so I’ve decided to budget more smartly. Should have done it years ago. But better late than never!
Sean, I’d appreciate if you could help. And
thank you for putting up such a great video.
Kind regards,
Kerryn.

SeanPElliott  on February 2nd, 2014

Hello Kerryn,

I’m glad you enjoyed my video on the spreadsheet I created for my budgeting. I mention in the video that I will be creating a video on how I created the spreadsheet, yet I’m not seeing where I posted that video. Let me go back and look through my video files and see what I can find. The bulk of what I learned for creating this video was from Lynda.com tutorials. A membership with Lynda.com is $25/month, but I find that extremely reasonable given all the available online classes that are provided there.

I’ll go back and look to see if I did a video on how I created this. I know I was planning on doing it, and I vaguely remember doing it. If I didn’t do it I will try and get one done within the next week.

I hope all is well on your end and you are having a great day.

– Sean

SeanPElliott  on February 9th, 2014

Hello Kerryn,

I’ve added the video I created that shows how I created the Daily Expense Record. You can see it here: How to Create a Daily Expense Record in Microsoft Excel 2007

Have a great day,

Sean

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