Using it with Excel for a Full Budget Solution

Using Next’s simple input and an Excel spreadsheet linked to the export file I’m able to track my expenses easiliy and keep up with balances as well.

if you use:

=-SUMIFS([Untitled.xls]Sheet1!$E$6:$E$1000,[Untitled.xls]Sheet1!$B$6:$B$1000,”=??”)

where ?? is the category number you want tracked, every expense in that category will appear in that cell.

or more advanced, you can use something like the following to select transactions that appear within a certain date range (I do so because I get paid biweekly, and want to break expenses down like that):

=-SUMIFS([Untitled.xls]Sheet1!$E$6:$E$1000,[Untitled.xls]Sheet1!$B$6:$B$1000,”=??",[Untitled.xls]Sheet1!$D$6:$D$1000,">=" &D$1+1462,[Untitled.xls]Sheet1!$D$6:$D$1000,"<=" &F$1+1462)

and finally you can even set it up to check if the transaction has taken place yet or not (if you enter transactions early):

=IF(TODAY()>=D$1,(-SUMIFS([Untitled.xls]Sheet1!$E$6:$E$1000,[Untitled.xls]Sheet1!$B$6:$B$1000,”=??",[Untitled.xls]Sheet1!$D$6:$D$1000,">=" &D$1+1462,[Untitled.xls]Sheet1!$D$6:$D$1000,"<=" &F$1+1462)),0)

a little bit of work to tweek it, but well worth it.

cmoore70 about Next - Expenses And Finances