📅 2023-12-25 — Session: Developed Excel-based financial tracking system
🕒 08:05–08:25
🏷️ Labels: Contabilidad, Finanzas, Excel, Gastos, Deudas
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to develop a comprehensive system for organizing and tracking family and personal financial transactions using Excel.
Key Activities
- Proposed a system to classify financial transactions among family members, including categorization of expenses, income, and debt distribution.
- Provided a detailed summary of personal debts and expenses, including taxes and payments made by family members.
- Designed a detailed Excel structure for organizing financial information, with sheets for overall summaries and specific expense details.
- Offered instructions for structuring a spreadsheet to monitor monthly income, expenses, and debts, particularly useful in variable cash flow contexts like rent.
- Described recommended columns for a financial tracking spreadsheet in Excel.
- Provided a formula for calculating personal accumulated balance, considering total income, personal expenses, and family debts.
Achievements
- Successfully outlined a comprehensive Excel-based system for tracking and managing family and personal finances.
Pending Tasks
- Implement the proposed Excel structure and formulae in actual financial tracking scenarios to validate effectiveness and make necessary adjustments.