A Small Update to Expense Tracking Spreadsheet

Based on a reader suggestion, I made a small change the 2008 Simple Expense Tracker so it is easier to understand. My apologies for the prior confusion.

For those of you that downloaded it, please replace your file with this new one: (The File: See Financial Tools).

Here’s what I changed: for consistency, I created categories for “Planned Savings” (retirement accounts like 401(k) or Roth IRA) and “Unplanned Savings” (what you have left over each month after all expenses and planned savings). In parallel, I had to modify a few formulas so the spreadsheet accounts correctly.

Here’s what it looks like now (click on image for larger preview):

And as always, please email me if you have any comments or suggestions.