Financial Spreadsheet
| Year | Month | Description | Category | Value (R$) |
|---|---|---|---|---|
How to Use the Free Financial Spreadsheet (Download):
- Add Data:
- Fill in the cells in the columns of Year, Month, Description, Category e Value to record a transaction.
- In Category, you can choose between “Income” (incoming) or “Expenses” (outgoing).
- The field Value must be filled in with the transaction amount (for example, “1500” for R$ 1500).
- Add more lines:
- Click the button Add Row to insert a new row into the table and enter more data transactions.
- View Totals:
- After you enter the transactions, the spreadsheet will automatically calculate the totals for Recipes, Expenses for each month and year. Then it will calculate the Final Result for each month and year.
- The totals are displayed at the bottom of the table. There is an indication of positive for a positive balance. There is an indication of negative for a negative balance.
- Export the data:
- Download CSV: Click the button Download CSV to export the data from the spreadsheet. The file will be a CSV, a spreadsheet format compatible with Excel and other programs.
- Download Excel: Click the button Download Excel to export the data to an Excel file (.xls).
Customization:
- You can continue adding as many rows as needed, modifying the transactions and categories as needed.
- The table and totals will update automatically as you change the values.
This tool lets you manage your finance in a simple way. It allows you to view both income and expenses. You can export the data for external analysis.
