Monthly Expense Tracking
Use this table as a "back of the envelope" monthly tracker of your expenses.
Each month, input credit card and big cash expenses. Add a new row and then set the
date column accordingly.| Date (as YYYY-MM) | CC1 💳 | CC2 💳 | Cash 💵 | Date | Total Monthly Spending |
|---|---|---|---|---|---|
$1,000.00 | $2,000.00 | $3,000.00 | 2020-01 | NaN |
Monthly Outlier Reports
Use this table to catch "exceptions" to prevent lifestyle creep.
Each month, manually examine your credit card bills and manually punch in the amounts. Make sure you use the
date selector and the sort function to look at various time periods.| Expense Name | Amount | Date |
|---|---|---|
$350.00 | 2020-01 | |
$1,000.00 | 2020-01 | |
$750.00 | 2020-01 |
Investment Log
Don't let behavioral bias creep into your investment decisions. Use this as a log to document why you made an investment.