Implementing family bookkeeping with Google Sheets, chewing gum and scotch
3r3143. 3r3-31. Soon the new year, and, like last year, one of the most pressing issues for any family is the question “where does the money go?”. We all periodically ask ourselves this question, and it is obvious that to solve it we need intra-family financial statements (as for any organization). I tried to use desktop accounting software as well as mobile applications, but I still could not find a suitable solution. There are good free programs, but they, as a rule, do not have a sharing function, and paid ones require a license purchase for each user. A complete set of criteria that has developed for me, and which I would like to see in the program for keeping family accounting 3r3128. 3r3143.
3r3143. 3r318. should allow to enter expenses data to multiple users
3r3143. 3r318. should have a flexible set of categories of expenses (and, in general, be flexible) 3r3193. 3r3143. 3r318. should allow to keep track of the total amount of expenses by period and category 3–3–319. 3r3143. 3r318. should be free r3r319. 3r3143. 3r318. should have a simple
3r3128. 3r3143. For the formation of criteria, I chose expenses because, as a rule, family income sources are fixed and known in advance (mainly salary), so it makes no sense to follow this category of budget, but if you wish, all that is true for expenses applies to income (if there is a desire consider card bonuses, discount programs, cashback, etc.). 3r3128. 3r3143. Not finding a solution that satisfies the listed criteria among existing applications, I began to think about my own, but thinking about this topic, I realized that there is no sense in another accounting application, when all that is needed to solve a problem is a table. Having run through the Google Sheets API, I discovered the SUMIFS function, which completely satisfied my accounting requests. But first things first. here 3r3131. . 3r3128. 3r3143. For the presented markup, I have the following set of functions
# for a total of .
3r3143. = SUM ($ E $ 2: $ E $ 10?000)
3r3143. 3r3128. 3r3143. # for the amount for the period, the beginning of the period is indicated in J? the end in K2
3r3143. = SUMIFS ($ E $ 2: $ E $ 10000? $ A $ 2: $ A $ 10000? "> =" & J? $ A $ 2: $ A $ 10000? "3r3623. 3r3143. 3r3128. 3r3143. # for the last 30 days amount
3r3143. = SUMIFS ($ E $ 2: $ E $ 10000? $ A $ 2: $ A $ 10000? "> =" & (today () - 30)) 3r3128. 3r3143. 3r3128. 3r3143. # for the total for the category recorded in J5
3r3143. = SUMIFS ($ E $ 2: $ E $ 10000? $ B $ 2: $ B $ 10000? "=" & J5) 3r3128. 3r3143. 3r3128. 3r3143. # for a period amount for the category recorded in J? the beginning of the period is indicated in K6 end in L6
3r3143. = SUMIFS ($ E $ 2: $ E $ 10000? $ B $ 2: $ B $ 10000? "=" & J? $ A $ 2: $ A $ 10000? "> =" & K? $ A $ 2: $ A $ 10000? " <="&L6)
3r3143. 3r3128. 3r3143. # for the amount for the period for the category recorded in J? for the last 30 days
3r3143. = SUMIFS ($ E $ 2: $ E $ 10000? $ B $ 2: $ B $ 10000? "=" & J? $ A $ 2: $ A $ 10000? "> =" & (today () - 30)) 3r3128. 3r3143. 3r388. 3r3128. 3r3143. The summation is carried out over the first 10?000 rows of the table (which should be enough for at least a year). 3r3128. 3r3143. 3r3128. 3r3143. So the result is in the final table
3r3143. 3r3128. 3r3143. 3r3128. 3r3143. A nice feature was that under the conditions of the SUMIFS function, you can specify not only cells, but also expressions like "> =" & (today () - 30) (I just wanted to focus on this). 3r3128. 3r3143. 3r3128. 3r3143. 3r3122. Step 3 and the hardest. Promotional [/b] 3r3128. 3r3143. Now that everything is ready, it is necessary to convince relatives of all the advantages and possible benefits of doing home bookkeeping and strict financial reporting. Here you may need tape, for the wall newspaper, describing all the benefits of such a decision, chewing gum as a first reward and other legal means that you can afford. 3r3128. 3r3143. 3r3128. 3r3143. 3r3122. Conclusion [/b] 3r3128. 3r3143. Google Sheets is a convenient platform for family bookkeeping (and other similar tasks), the main advantages of which are accessibility, ease of use, sharing, free use, as well as incredible flexibility and extensibility. 3r3128. 3r3143. 3r3128. 3r3143. 3r3122. P.S. [/b] 3r3128. 3r3143. Just want to say that by itself, the overall financial statements discipline and lead to lower costs (up to 10% or more) due to lower costs for “prokhonazyvaemye” categories, “shoals” and other manifestations of entropy in our life and character. An additional bonus can be called the fact that seeing as a tracker the amount of monthly expenses approaching the mark X, you can go back and figure out the situation. And finally, there is always an answer to the question “where is Zin's money?”, Which is good news, especially in our difficult financial time. 3r3128. 3r3143. 3r3128. 3r3143. 3r33130. The link to the template table
3r3143. 3r3143. 3r3143.
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