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

By: Amy

Amy — Thu, 01 Jan 1970 00:00:00 +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, 01 Jan 1970 00:00:00 +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, 01 Jan 1970 00:00:00 +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 — Thu, 01 Jan 1970 00:00:00 +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 — Thu, 01 Jan 1970 00:00:00 +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, 01 Jan 1970 00:00:00 +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!

By: newtrading

newtrading — Thu, 01 Jan 1970 00:00:00 +0000

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

By: shadox

shadox — Thu, 01 Jan 1970 00:00:00 +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.

By: PT

PT — Thu, 01 Jan 1970 00:00:00 +0000

@ Steward – I had a suspicion you were joking. Good one. Sorry, I hadn’t taken my chill pill yet.

By: hank

hank — Thu, 01 Jan 1970 00:00:00 +0000

It is really neat what you can see when you put it all out in front of you for sure – a good first step to REALIZING where your money goes is to actually input it; from there you’ll certainly see! Good job PT!