My finances
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My finances

Monthly Expense Tracking

Use this table as a "back of the envelope" monthly tracker of your expenses.

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Each month, input credit card and big cash expenses. Add a new row and then set the date column accordingly.

DYD_Monthly Expense Table

Date (as YYYY-MM)CC1 💳CC2 💳Cash 💵DateTotal Monthly Spending
2020-01
$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.

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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.

DYD_Monthly Outlier Table

Expense NameAmountDate
New winter wetsuit
$350.00
2020-01
Flights home to NYC
$1,000.00
2020-01
Tax prep
$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.

DYD_Investment Log

Investment ActionAmountDateWhat can go wrongWhen I'll need itWhy I bought it
2020-12
2020-11
2020-01
2020-04
2020-09
2020-08
2020-10
2020-03
2020-06
2020-07
2020-05
2020-02