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Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Template

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Anonymous
Not applicable

Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Template

Good afternoon! I am wanting to find an Excel template that is basically an "All in One" file that is interactive to multiple tabs. Basically, I want to include my monthly and ytd budget, expense tracking, credit card usage and utilization percentage and even include a credit score tracker in this. I need a "one stop shop" because unfortunately I have ADHD, I'm a single mom, work full time and go to school so I already have so much going on around me that I want to make this my only budget file I go to. I'm currently in the process of getting my credit cleaned up and to get my score on a better track so I want to be able to track it consistently and often.

 

I DO NOT want to use an app because I won't be consistent with it; I really need an Excel file that I can have on my computers and even my phone so it's always at my fingertips.

 

Does anyone have something similar to this or willing to either build it or help me build it?

11 REPLIES 11
RSX
Valued Contributor

Re: Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Temp

Try this out

 

https://www.vertex42.com/Calculators/debt-reduction-calculator.html

 

 

it has been my debt ‘bible’ for the last 5 years

 

i add new tabs and track every thing that I need 

Dec 16/2019. EX. 721. EQ. 723. TU 746
Jan 25/2024 EX. 774 EQ. 751 TU 758
Inq. EX 2 EQ 3 TU 6 - - CC 2x24, 0x12
Amex BCP $35k - Apple GS $21k - BMW/Elan $19k - Cap1 QS $16.7k - Chase Amazon $13.6k - Chase Bonvoy Bountiful $10k - Chase United Club Infinite $26k - Citi CustomCash $3k - Citi DC $14.5k - CreditUnion1 $9k - DiscoverIT $31.5k - PayBoo - $15.6k - Penfed Gold - $19.3k - USB AltitudeGO -$19k- USBank Cash+ -$25k - PenFed LOC - $20k - USB LOC - $15k
Message 2 of 12
KLEXH25
Valued Contributor

Re: Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Temp

I actually do this right now, using Google Sheets (which is basically an online version of Excel). The only thing is that I have no idea how to turn it into a template for you because it’s completely personalized to my accounts and finances. I also do this for keeping track of my scores. How are you currently keeping track? Do you have a basic outline of your budget or are you starting from scratch?


Message 3 of 12
Anonymous
Not applicable

Re: Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Temp

That's awesome and I would love to know more! I will be starting from scratch with all of this. Is there any way you could delete your info and save as a blank copy and send it to me?
Message 4 of 12
RSX
Valued Contributor

Re: Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Temp

I have a sample I have emailed to people before.  Hit me with your email address if you want

Dec 16/2019. EX. 721. EQ. 723. TU 746
Jan 25/2024 EX. 774 EQ. 751 TU 758
Inq. EX 2 EQ 3 TU 6 - - CC 2x24, 0x12
Amex BCP $35k - Apple GS $21k - BMW/Elan $19k - Cap1 QS $16.7k - Chase Amazon $13.6k - Chase Bonvoy Bountiful $10k - Chase United Club Infinite $26k - Citi CustomCash $3k - Citi DC $14.5k - CreditUnion1 $9k - DiscoverIT $31.5k - PayBoo - $15.6k - Penfed Gold - $19.3k - USB AltitudeGO -$19k- USBank Cash+ -$25k - PenFed LOC - $20k - USB LOC - $15k
Message 5 of 12
Anonymous
Not applicable

Re: Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Temp

That would be awesome! Thanks so much!

 

 

 

Thanks!

Message 6 of 12
RSX
Valued Contributor

Re: Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Temp

sent

Dec 16/2019. EX. 721. EQ. 723. TU 746
Jan 25/2024 EX. 774 EQ. 751 TU 758
Inq. EX 2 EQ 3 TU 6 - - CC 2x24, 0x12
Amex BCP $35k - Apple GS $21k - BMW/Elan $19k - Cap1 QS $16.7k - Chase Amazon $13.6k - Chase Bonvoy Bountiful $10k - Chase United Club Infinite $26k - Citi CustomCash $3k - Citi DC $14.5k - CreditUnion1 $9k - DiscoverIT $31.5k - PayBoo - $15.6k - Penfed Gold - $19.3k - USB AltitudeGO -$19k- USBank Cash+ -$25k - PenFed LOC - $20k - USB LOC - $15k
Message 7 of 12
Anonymous
Not applicable

Re: Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Temp

Thank you!!

Message 8 of 12
LenaLuthor
Contributor

Re: Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Temp

Glad I am not alone with using sheets to track cards and loans.  I am a basic user I guess with tracking  cards and amounts and  itlization percentages.  I would love to go to the next level on makiing it better. I am sure there is stuff I am not considering or  haven't thought of.  

 

 Thanks! Smiley Happy   

 

PS  Also  that  sheets template sounds awesome!    Hello fellow Excel/Sheets Nerds  haha

Message 9 of 12
RSX
Valued Contributor

Re: Budget & Expense Tracking, Credit Usage & Utilization Percentage - All in One Excel Temp

Hit me with your email and I will send it to you.  

Dec 16/2019. EX. 721. EQ. 723. TU 746
Jan 25/2024 EX. 774 EQ. 751 TU 758
Inq. EX 2 EQ 3 TU 6 - - CC 2x24, 0x12
Amex BCP $35k - Apple GS $21k - BMW/Elan $19k - Cap1 QS $16.7k - Chase Amazon $13.6k - Chase Bonvoy Bountiful $10k - Chase United Club Infinite $26k - Citi CustomCash $3k - Citi DC $14.5k - CreditUnion1 $9k - DiscoverIT $31.5k - PayBoo - $15.6k - Penfed Gold - $19.3k - USB AltitudeGO -$19k- USBank Cash+ -$25k - PenFed LOC - $20k - USB LOC - $15k
Message 10 of 12
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