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General Spending Breakdown

General Spending Breakdown Spreadsheet - The purpose of this spreadsheet is to allow you to break down your spending from a specific period of time into different types. The most important aspect of this section is to identify the length of time (in months) you would like to analyze. The totals for each type of expense (and the overall total for expenses) are averaged across the number of months you identify, and are intended to indicate the total amount per month (on average) you pay for the identified payment types. The more months you input, the more accurate and valuable your information will be. This sheet should be a great tool to help identify where the bulk of your money is going each month.


Margin Interest Rate Comparison

Margin Interest Rate Comparison Spreadsheet - The purpose of this spreadsheet is to compare the margin interest rates between many of the most popular brokerage firms (both discount and full-service). This spreadsheet can be very valuable to anyone who might be interested in either trading on margin or borrowing cash from a brokerage firm using full paid for securities as collateral.



Group Investing Tracker

Group Investing Tracker Spreadsheet - The main purpose of this spreadsheet is to allow for an easier process of managing group investing/investment clubs. Depending on investment goals and levels of experience, group investing can be a very helpful option for individual investors. By pooling money together, investors can take advantage of certain types of investments with restrictions on investment amounts (i.e., initial investment amounts on mutual funds, bonds, CDs, etc.). Investing in groups can also be beneficial by distributing the investment research needed by any one investor. All you need to do below is enter the current value of the total investment and the name and amount invested by each person. Everything regarding portfolio distribution and both individual and total loss will be calculated for you. Further down the sheet there is also a pie chart showing the distribution of the portfolio among all individual investors.


Grocery Spending Tracker

Grocery Spending Tracker Spreadsheet - The purpose of this spreadsheet is to allow you to break down your grocery spending from a specific period of time into different types. The most important aspect of this section is to identify the length of time (in months) you would like to analyze. The totals for each type of payment (and the total amount spent) are averaged across the number of months you identify, and are intended to indicate the total amount per month (on average) you pay for the identified grocery types. The more months you input, the more accurate and valuable your information will be. Filling out this sheet can be fairly time-consuming, but can provide some very helpful insight into your grocery spending.



Gas Spending Tracker

Gas Spending and Mileage Tracker Spreadsheet - The purpose of this spreadsheet is to allow you to calculate both your average gas spending and average mileage over a given period of time. The most important part of this sheet is to enter the number of months worth of information to be entered. The average cost per month will be displayed towards the top of the sheet. The average gas mileage for the information entered will also be calculated and displayed towards the top.


Debt Amortization Schedule

Debt Amortization Spreadsheet - The purpose of this spreadsheet is to show various aspects of a specific source of debt - including months to pay off, interest paid, and total amount paid over the life of the debt. You can also use this sheet to show how making larger payments can affect your balances in the future. Further down the sheet is the actual debt amortization schedule. This will help you see how each payment is actually applied towards your debt.