Computerized Ledger/Finances Tracker

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  • #609141
    Torah613Torah
    Participant

    Until now, I used a paper ledger to keep track of finances. It’s a little booklet where you write deposits, withdrawals, and helps keep track of your checks. It is time for something a little more sophisticated.

    Is there a downloadable program that I can also keep a backup on the internet for? I’d rather not do everything on the internet, that doesn’t seem safe.

    It would be really nice if the program also calculated Maaser automatically.

    Editing, again: Finances and money in general is not my strong point, so it needs to be something easy to use without understanding it very well, but that could sort of grow with me as I learn more.

    #948202
    sw33t
    Member

    idk abt a program but i can def easily create an excel spreadsheet

    #948203
    sw33t
    Member

    i meant u can**

    #948204
    Yserbius123
    Participant

    Spreadsheets are greats tool for that, try Excel, OpenOffice or LibreOffice. But you need to learn how to do it. If you don’t think that you have the patience to learn spreadsheets, try GNUCash, a personal finance management software.

    no links

    #948205
    Torah613Torah
    Participant

    sw33t: good idea. Anyone uses OpenOffice’s version of Excel?

    yserbius: Thanks for the ref.

    #948206
    squeak
    Participant

    use google docs

    #948207
    ED IT OR
    Participant

    Microsoft Excel is the absolute king for this.

    It is so customization you can do anything and everything.

    I would advise buying excel for dummies or to do a course just to get to know what and how it can do everything.

    (not that i did a course!!!! i just spent hours playing around)

    For backup i would Recommend saving it with a password (on the drop down on save as menu) and uploading it to drop-box or Google drive or the likes, if you are nervous about online backup you can put it on a secure pen-drive…

    TIP OF THE DAY: BEFORE EDITING A SPREADSHEET MAJORLY SAVE AS….

    #948208
    ☕ DaasYochid ☕
    Participant

    There’s a free app called Maaser Manager.

    #948209
    Yserbius123
    Participant

    Torah613Torah: I use LibreOffice Calc as my primary spreadsheet at home. There are tons of tutorials online. Once you get the hang of it, it’s fairly simple to learn. Google Docs is another great option as it saves all your data online so you always have it backed up and can access it wherever you have internets.

    crazybrit: The reason I reccomend OpenOffice and LibreOffice over Excel is that they are free while Excel costs a lot of money. For these purposes, they do everything you need and more.

    #948210
    Torah613Torah
    Participant

    Thank you Yserbius. I have OpenOffice so that makes the most sense.

    #948211
    hahahaha
    Member

    I have an excel sheet- such as the one you seem to be looking for- tracks the ongoing balance, checks that cleared, deposits and withdrawals. It’s a simple program to copy- if you would like, I can tell you exactly what to do- step by step style.

    And you can always build on what you know- It works great for me and for many other people that I know.

    #948212
    JustARegularJew
    Participant

    mint*dot*com is essentially a web-based version of Quicken and, while not particularly customizeable, it automatically pulls your data from your bank accounts, credit cards, etc, and allows you to edit the information, budget, set reminders for bills, etc. I find it easy and very helpful.

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