Comments on: Build a One-Sheet, Dashboard-Style View of Your Finances

By: Amy

Amy — Wed, 30 Sep 2009 03:29:46 +0000

Hi, I just found your site. I just found a website that does this for you the other day called mint.com. It works like Microsoft Money or one of those types of programs in that it will show your balances in all your banking accounts, retirement accounts, etc. It ever helps you keep track of your net worth by adding in the value of things like your home and vehicles and taking away debts such as credit cards. As long as you feel comfortable using a third-party website to watch all your bank accounts (they use bank level encryption to keep your passwords and account numbers safe), it’s a great thing because it’s free! They’ll even give you month by month budget advice.
Phew, sorry for that long first post. I’d never heard of mint.com before last week but it’s been easy to use so far, and no trouble with my accounts yet.

By: PT

PT — Thu, 15 Jan 2009 15:25:20 +0000

@Mary – Widen the column and you’ll see that “tic?” becomes “Automatic?”. The column just needs to be widened.

Oh, and by automatic, I mean, is the bill being paid automatically each month without me doing anything.

By: Mary

Mary — Thu, 15 Jan 2009 06:33:09 +0000

I’m really late in finding this spreadsheet so I hope you’re still taking comments. What does the “tic?” mean to you?

Otherwise, I LOVE this. I’ve been resolving to do something for years, but this makes it simple. Thanks for sharing.

By: chai

chai — Wed, 22 Oct 2008 04:23:43 +0000

i'm also using an spread sheet.. to show the figures and easy to monitor my financial plans.. For Effective Financial Advice Visit

By: Dawn

Dawn — Wed, 27 Aug 2008 14:25:31 +0000

Thanks for the post! I did something myself like this recently, but I am going to look over your spreadsheet and see if there is anything I missed. Thanks!!

By: Patrick

Patrick — Thu, 07 Aug 2008 01:43:57 +0000

Thanks for the tips on how to secure Excel… I made a spreadsheet of my own and forgot how to set the password. Don’t worry though, I won’t forget the password!

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By: newtrading

newtrading — Mon, 04 Aug 2008 08:22:37 +0000

it’s great idea and one step to financial planning that most of us, absolutely me, bad in cashflow

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Mon, 04 Aug 2008 08:07:50 +0000

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By: shadox

shadox — Sun, 03 Aug 2008 00:11:28 +0000

I am a Quicken guy myself. Call me lazy but updating all of my accounts with a single click is the way to go in my opinion.