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How do you keep track of your personal finances?

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alexsmith
New Visitor

How do you keep track of your personal finances?

Basically, I am trying to keep track of my personal finances using Excel but it is getting very tedious. Do wanted to ask what are some of the tools you guys use to keep track of your personal finances including expense tracking, savings, investments, etc.

Message 1 of 11
10 REPLIES 10
Anonymous
Not applicable

Re: How do you keep track of your personal finances?

 

Bots have personal finances?

 

Message 2 of 11
keekers
Valued Contributor

Re: How do you keep track of your personal finances?

How many fingers am I holding up?


Message 3 of 11
Anonymous
Not applicable

Re: How do you keep track of your personal finances?


@keekers wrote:
How many fingers am I holding up?

Don't have my glasses, but from here it looks like the universal peace sign.

Message 4 of 11
MarkintheHV
Frequent Contributor

Re: How do you keep track of your personal finances?


@alexsmith wrote:

Basically, I am trying to keep track of my personal finances using Excel but it is getting very tedious. Do wanted to ask what are some of the tools you guys use to keep track of your personal finances including expense tracking, savings, investments, etc.


I use Tiller.  Its a spreadsheet based system that allows you to use either Excel or Google Sheets.  It does automatic downloads of your data and you customize your rules to automatically categorize your transactions.  It has lots of reports you can add or build/customize your own.  I have been using it for four years and love it.  Once in awhile I look at the others that are out there, but, they all seem to be missing something that Tiller has.  The cost is $79/year I think, but, it is well worth it.

My only cards...no sock drawer for me!
NFCU Flagship - 80k | AmEx Delta Reserve - $76k | Citi AA Executive 43.5k | Citi AA Platinum 17.5k
Message 5 of 11
ptatohed
Valued Contributor

Re: How do you keep track of your personal finances?

I don't keep track of my personal finances.  I don't balance a checkbook.  I just spend less than I make, that's it.  Smiley Happy  

5% CB rotating: ;
Everyday 3% CB: ;
Everyday 5%: ;
Companion Card: ;
Everyday 2.2% CB: ;
Retired to sock drawer after AOD (kept alive w/ 1 purchase every 6 mo): ;
On my radar: ;
Still Waiting for an Invite: ;
No hope:
Message 6 of 11
kremonis
Frequent Contributor

Re: How do you keep track of your personal finances?


@MarkintheHV wrote:

@alexsmith wrote:

Basically, I am trying to keep track of my personal finances using Excel but it is getting very tedious. Do wanted to ask what are some of the tools you guys use to keep track of your personal finances including expense tracking, savings, investments, etc.


I use Tiller.  Its a spreadsheet based system that allows you to use either Excel or Google Sheets.  It does automatic downloads of your data and you customize your rules to automatically categorize your transactions.  It has lots of reports you can add or build/customize your own.  I have been using it for four years and love it.  Once in awhile I look at the others that are out there, but, they all seem to be missing something that Tiller has.  The cost is $79/year I think, but, it is well worth it.


@MarkintheHV 

Could Tiller be used for business?

Message 7 of 11
MarkintheHV
Frequent Contributor

Re: How do you keep track of your personal finances?


@kremonis wrote:

 

@MarkintheHV 

Could Tiller be used for business?


Yes it can.  It is very customizable with very few limitations

My only cards...no sock drawer for me!
NFCU Flagship - 80k | AmEx Delta Reserve - $76k | Citi AA Executive 43.5k | Citi AA Platinum 17.5k
Message 8 of 11
Anonymous
Not applicable

Re: How do you keep track of your personal finances?

 

Here are the links if anyone would like to reply to the original reddit posters of all (currently 9) of alexsmith's copy/pasta questions.

Or if you would like to read the 10s to 100s of responses on these subjects from other reddit posters.

 

--------------

 

https://www.reddit.com/r/personalfinance/comments/1dt5ks2/is_it_a_good_idea_to_set_aside_money_from/ 

Is it a good idea to set aside money from paycheck to pay bi-annual auto insurance bill?

submitted 2024-07-01 22:09:44 by lepontneuf in reddit personalfinance

 

https://www.reddit.com/r/povertyfinance/comments/1d99t3t/what_is_the_best_piece_of_advice_you_ever_g... 

What is the best piece of advice you ever got for saving money?

submitted 2024-06-06 04:29:44 by rainbow_sugar_cookie in reddit povertyfinance

 

https://www.reddit.com/r/CreditCards/comments/1dtsyaf/my_score_dropped_by_40pts_where_did_i_go_wrong... 

My score dropped by 40pts, where did I go wrong?

submitted 2024-07-02 18:26:59 by [deleted] in reddit CreditCards

 

https://www.reddit.com/r/CreditCards/comments/1du5ynw/does_closing_my_credit_card_affect_my_credit/ 

Does closing my credit card affect my credit score? I have heard many people say not to.

submitted 2024-07-03 04:44:39 by Round-Monitor8184 in reddit CreditCards

 

https://www.reddit.com/r/personalfinance/comments/1duzfqo/should_i_pay_off_car_loan/ 

Should I pay off car loan?

submitted 2024-07-04 05:46:00 by lurking_not_lurking in reddit personalfinance

 

https://www.reddit.com/r/CreditCards/comments/1dv5tnl/do_you_consider_interest_rate_when_applying_fo... 

Do you consider interest rate when applying for a card/have you ever been in reddit credit card debt?

submitted 2024-07-04 12:31:39 by tedubadu in reddit CreditCards

 

https://www.reddit.com/r/CRedit/comments/165l0nj/can_anyone_here_help_me_understand_the_huge/ 

Can anyone here help me understand the huge discrepancy between my FICO scores from different companies?

submitted 2023-08-30 17:28:41 by Cessnaporsche01 in reddit CRedit

 

https://www.reddit.com/r/personalfinance/comments/12kxadd/how_do_you_keep_track_of_your_personal_fin... 

How do you keep track of your personal finances?

submitted 2023-04-13 17:50:10 by D-even in reddit personalfinance

 

https://www.reddit.com/r/CreditCards/comments/1dv6sf0/how_do_you_people_get_a_800_fico_score_perfect... 

How do you people get a 800 FICO score? Perfect credit history here but I've never reached it.

submitted 2024-07-04 13:21:06 by NoPrompt487 in reddit CreditCards

 

Message 9 of 11
NoMoreDebt
Senior Contributor

Re: How do you keep track of your personal finances?

I was trying to put my finger on the posting style and i was thinking reddit but wasn't 100% as im not on it. Also their titles read like a Suze Orman Q@A session.

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Message 10 of 11
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