Comments on: Expense Tracker Spreadsheet

By: Francois Viljoen

Francois Viljoen — Mon, 07 Sep 2009 07:41:52 +0000

@Taylor

I’ve run into the same problem as you (having to sort the expenses after entering them) a couple of times.

I think the sheet protection that prevents you from accidentally modifying formulas is also preventing you from sorting data – it’s a pity.

The method you used is exactly the way I got around it – by copying the data to another sheet, sorting it there and then pasting it back.

When you paste the sorted data back to the original spreadsheet you must remember to use “paste special” and only select strings, values and dates (not formats or formulas).

By: Taylor

Taylor — Mon, 07 Sep 2009 02:27:08 +0000

Well, I copy and pasted the data and table into another blank work book and was able to sort it as I wanted to so that is a workaround solution. It might be helpful to find a way to add in that feature built into the spreadsheet itself if possible without having to copy and paste it into a new blank worksheet.

By: Taylor

Taylor — Mon, 07 Sep 2009 02:06:37 +0000

Is there anyway to sort the expenses by date using the Excel sort feature once I’ve entered them? I am trying to reconcile my expenses from receipts against my credit card statement and it would be helpful if I could sort by date by I am not given that option at all when I select the range of dates and click on the Data tab. The ability to sort anything is grayed out. I am using Excel 2007 if that makes a difference. Is it because the sheet is protected that I am unable to sort? Thanks for any help that might be offered. It is a great worksheet but not being able to sort at the moment is making it a lot tougher to use.

By: Shiv

Shiv — Sun, 12 Apr 2009 07:58:56 +0000

Francois,
This one is really a great tool to keep track the expenses. Thanks for sharing

By: Riaan Oosthuysen

Riaan Oosthuysen — Mon, 15 Sep 2008 06:20:44 +0000

Hi Francois

Ek het ook vir baie lank iets soortgelyk gebruik. Dit is ‘n baie goeie stuk gereedskap om dissipliene aan te leer en ook soos jy noem, ondersoek in te stel waar die fout lê.

By: Robin

Robin — Sun, 14 Sep 2008 12:50:05 +0000

Gotta love Excel! Looks like a great spreadsheet. We have been looking more at where our money goes too since we have had insurance woes. This will be a great tool to help us do that.

Thanks Francois!

By: Francois Viljoen

Francois Viljoen — Sat, 13 Sep 2008 11:18:38 +0000

@rtc:

It’s a big pleasure!!

@Michelle:

Aaaah, it’s the Lunatic Mom!

I just stumbled across your blog yesterday. I saw you were trying to sell your house and that you were having trouble with that, but haven’t read enough to notice more.

I hope you’ll manage to sell your house and get ahead with your finances again soon!!

By: Michelle aka Lunatic Mom

Michelle aka Lunatic Mom — Sat, 13 Sep 2008 05:01:41 +0000

Thanks for visitng my blog.

I am definitely going to use this. Thanks a million. If you read a bit of my blog, saying we’re in financial poof is a bit of an understatement.

Have a super weekend.

Michelle
aka Lunatic Mom

By: rtc

rtc — Sat, 13 Sep 2008 01:54:19 +0000

Thanks for sharing the spreadsheet, francois. I use an excel spreadsheet to plan my budget, but I did not have an efficient method of tracking my actual expenditures. This one looks like it will work for me.