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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