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Looking for simple template - need to crunch some numbers for my parents

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    Question Looking for simple template - need to crunch some numbers for my parents

    Hi, I'm a total newbie to creating an intuitive spreadsheet that will take a month's worth of my parents income and expenses. I want to be able to list the vendor, the date it was paid, the amount of the bill, and create then choose categories to fit the expenses and income into a category that can be listed in maybe a pie chart or bar graph of the various categories. We want them to move into a assisted living community but I need to compare their income versus what their expenses are every month. I need to be able to look at total numbers overall and also amounts for each category.

    For example:

    My parents paid a AAA membership. I want to put it into an expense category of "Auto" with a subcategory of perhaps "Maintenance". In the same month, he will have paid his auto insurance. So I want to list that vendor under an expense category of "Auto" with a subcategory of perhaps "Insurance". At the end of the month, I want to be able to look at the category "Auto" and determine how much was spent for various vendors in that category.

    Another example: He spends money every day for a Nurse's Aide to come to the house for both of them. I'm not sure what category to put that in but I want some template that would have a LOT of different household categories and subcategories to differentiate.

    Is there an already exiting template for this kind of thing? I looked at some and there weren't enough categories or they were too involved, etc. I just need to list a bunch of expenses for one month, possibly more.

    Help??

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    Forum Expert shg's Avatar
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    Re: Looking for simple template - need to crunch some numbers for my parents

    For $40, Quicken will do all of that and a ton more, and has a near-zero learning curve.
    Entia non sunt multiplicanda sine necessitate

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    Re: Looking for simple template - need to crunch some numbers for my parents

    It doesn't get good reviews.

    http://download.cnet.com/Quicken-Del...-10052050.html

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    Forum Expert shg's Avatar
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    Re: Looking for simple template - need to crunch some numbers for my parents

    I've used it for (let's see -- first opening balance was 12/19/1989) over 24 years, and most of the negative reviews are about downloading transactions, which I didn't read as a feature you're aiming for. If you think you can reinvent improved functionality in Excel, by all means, go for it!

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    Re: Looking for simple template - need to crunch some numbers for my parents

    I've used Microsoft Money and now Quicken for many years. It works perfectly fine. There's always going to be negative reviews about everything. There's a reason why Quicken is still around, because it works. I use it pretty extensively and on a daily basis. I've thought of trying to create something in Excel, but as shg stated, trying to reinvent what Quicken does wonderfully would take forever and I would end up with a solution that isn't as good as Quicken.

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