Originally Posted by Dan
For those that use Excel. Don't suppose you mind sharing how you have it setup? (:
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I have two sheets, expenses and income. Expenses has the following columns:
- Ammount
- Type (yearly, monthly, one time, etc)
- Place of Purchase
- Receipt URI (I scan all receipts and physically archive them)
- Date
I also on the top right corner have a summation of all the dollar amounts. If you are dealing with multiple currencies
with this.
Income has the following:
- Type (Project, sale, etc)
- Amount
- Contract URI
- Date start
- Date end
- Client Name
- Invoice IDs (I keep digital and physical copies of them)
- Paypal IDs
- Check #
- Check ID (I ID them myself to keep a unique record of all of them)
There is also an income total on the top right of that as well.
Off of that data I can generate graphs very easily for anything I want to.