📅 2023-12-25 — Session: Developed Excel-based Personal Finance System
🕒 08:05–08:25
🏷️ Labels: Excel, Finanzas, Contabilidad, Deudas, Gastos
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal: The goal of this session was to develop a comprehensive system for managing personal and family finances using Excel.
Key Activities:
- Proposed a structured system to organize and classify financial transactions among family members, including categorization of expenses and income, creation of accounts, and debt distribution.
- Presented a detailed summary of personal debts and expenses, highlighting total taxes, payments made by cousins, and net personal expenses.
- Designed a detailed Excel template to organize financial information, including sheets for a general summary and specific expense details for each involved entity.
- Provided instructions for structuring a spreadsheet to monitor monthly income, expenses, and debts, particularly in variable cash flow contexts like rent.
- Described recommended columns for an Excel spreadsheet aimed at tracking personal and family finances.
- Offered a formula for calculating personal accumulated balance, considering total income, personal expenses, and debts owed by family members.
Achievements:
- Developed a structured approach for managing and tracking personal and family financial transactions effectively using Excel.
Pending Tasks:
- Implement the proposed Excel templates and formulas in actual financial tracking scenarios to validate and refine the system.