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[Excel version] How to create a pivot table Kakeibo (sample template available)

This Kakeibo uses pivot tables that can aggregate and analyze large amounts of data. It is recommended for those who want to analyze data thoroughly, as it allows analysis from various perspectives, such as by expense item, by account, or by store. Recommended type Features of a Kakeibo Setup sheet Input sheet Table sheet Graph sheet Specific time period Show only items How to create a Kakeibo Setup Sheet Naming the file Open and name a new Excel file. Select “Excel Book (.xlsx)” as the file type. What to do first Select the entire sheet by clicking on the triangle in the upper left corner. Uncheck the Gridlines. Setting Up Item Enter the name of the income and expense item, store name, and account on the second line. Setting up the framework Select cell B2 and choose Insert, Table. The range is B2, check “My table has headers”. It is automatically framed and colored. Set other items in the same way. Set up the design Select the table and click on “Table” at the top.Select a design. Increase the width of a column. Select a column, right-click, and choose “Column Width". Enter a numerical value. Entering sample names Enter a sample name. A frame is automatically added each time you enter a name. There is no limit to the number of frames. What to do if a frame is not added automatically In Microsoft Options > Text Editing > AutoCorrect Options > Input AutoFormatCheck Include new rows and columns in table On a Mac Preferences > ...

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Excel asset management sheet showing target savings per day (free template)

I don't know how to manage my assets.I don't know how much to set my asset target. Do you have such problems? After setting your asset target (date and amount), I have created an asset target sheet that allows you to visualize the gap between your target asset and your current asset. You can see the monthly target asset amount and the achievement rate at a glance, so you can visualize the path to the target asset. Asset Management Sheet Features This asset management sheet is an Excel template.It is not spreadsheet compatible. Enter target assets Displayed items Enter monthly asset amount Once a month, the amount of assets and liabilities are entered by account. Asset transition table and graph Table and graph display current asset attainment against monthly target assets. You can see whether your assets are growing well or need to be corrected. How to Create an Asset management Sheet Set Asset Goals Set an asset target. The target date will automatically be entered as the date you set the target. The number of days remaining and the years to the target date are displayed. Current assets are entered on the asset entry sheet. After current assets are entered, the target savings per year, per month, and per day will be displayed, as well as the expected target amount. Setup Sheet Classify and name the assets and liabilities, respectively. When you enter the name of an asset or liability, a frame is automatically added. Enter monthly asset amount Enter monthly asset and liability ...

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Kakeibo template to manage all your money in a Google Spreadsheet

This kakeibo template allows you to record and analyze your assets in addition to daily records. Based on the "Free Template with Pipot Tables for a Solid Analysis," I have added more analytical functions. The goal of a kakeibo template is to be able to control your money. What you need to do to achieve this This version uses more graphs to make it easier to see the flow of money and to analyze it thoroughly. Advantages of using Google Spreadsheets For these reasons, I created Google Spreadsheet kakeibo. [Added September 2024] Updated Kakeibo. Features of Google Spread Kakeibo Input Sheet All entries, including asset entries, fund transfers, and daily household accounts are made on the input sheet. Monthly sheet Entering a month by selecting the month allows you to analyze the household accounts for the selected month. Annual sheet Displays changes in assets, amount spent by account, and annual changes in income and expenses. Income and Expenditure Analysis Sheet Based on the record of income and expenses on the annual sheet, the data is displayed in a graph by expense category. Assets sheet Graphical display of current asset status, amount spent by account, and asset trends. Budget sheet Enter your budget by month, and graphs show you at a glance which items you are overspending on. Special Expense Sheet Recorded special expenses for the year. Differences between paid and free versions In the free version, you can register accounts and know the amount spent by account, but you cannot manage assets.In the paid version, ...

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Smartphone kakeibo using spreadsheet application (free template)

I want to enter my spreadsheet kakeibo on my smartphone, not on my computer or tablet. kakeibo books designed for computer use have problems such as being difficult to see or input on a smartphone. Therefore, I have created a spreadsheet kakeibo that can be entered and analyzed using a smartphone. Features of Smartphone kakeibo Use a spreadsheet application on your phone. By recording daily on the input sheet, you can automatically analyze the month and see yearly trends. Setting sheet Input sheet Monthly sheet Annual graph sheet How to use Smartphone kakeibo Download the app First, download the spreadsheet application. The spreadsheet application is free to use, but you will need to register for a Google account.If you do not have an account yet, please register and log in. After opening the file, click “Make a copy and save” at first. Name your copy and use it. This kakeibo uses one file per year. Tap “Share and export” and then select “Make a Copy.” Setup sheet On the setup sheet, enter the expense item name and account name. The information you enter will be reflected in the input sheet. You can register up to 15 items for variable expenses and 10 items for other expenses. Input sheet Entry Details Date The Android version displays the calendar, but the iPhone does not.Click on the date field and enter the date.(Do not enter the western year, but use the month/day format.) Item Click on the item column and select the name of the item. Item of ...

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How to create a kakeibo in a spreadsheet

I don't know how to make a kakeibo in a spreadsheet. Do you have such a problem? Although spreadsheets and Excel look similar, there are some limitations such as functions that can be used in Excel cannot be used in spreadsheets. Instead of giving up because of the limitations, I will show you how to create a kakeibo that has the same functions as Excel using other formulas. This kakeibo uses a pivot table that can aggregate and analyze large amounts of data. It is recommended for those who want to analyze the data thoroughly, as it can be analyzed from various perspectives, such as by expense item, by account, or by store. Features of this kakeibo Input sheet Pivot table How to Create a Household Budget Book Create New File Open the Google Spreadsheet page. You will need an account to use the spreadsheet.If you do not have one yet, please create a new one before use. After logging into the spreadsheet, click on "Blank Spreadsheet". Name the spreadsheet. Setup Sheet What to do first Click the + button in the lower left corner to add a sheet.Change the sheet name to "Setting". To make the table easier to read, remove the grid lines. Click on the top left square and select all ranges.Uncheck the Gridlines in the "View". Set up Item Be sure to enter "Income 1" on the line below Income. This is required for the setup on the input sheet. Set the framework Select the area to be bordered and click ...

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[Excel version] How to create a pivot table Kakeibo (sample template available)

2024/10/22

This Kakeibo uses pivot tables that can aggregate and analyze large amounts of data. It is recommended for those who want to analyze data thoroughly, ...

Excel asset management sheet showing target savings per day (free template)

2024/10/6

I don't know how to manage my assets.I don't know how much to set my asset target. Do you have such problems? After setting your ...

Kakeibo Finding Your Axis in Excel (Free Template)

2024/6/10

One of the purposes of keeping a household budget is to be able to control your money. In order to be in control of your ...

[2024 version] Excel Kakeibo for easy money management with a calendar "Free download"

2024/9/25

It is hard to keep a handwritten kakeibo. But I still want to keep track of my finances by hand. Do you have such a ...

[2024 version]Excel Kakeibo template(free),I recommend it to anyone who couldn't last.

2024/9/25

This Excel family kakeibo can be printed on A4 paper and shows weekly totals based on the 2024 calendar. You can revise your budget in ...

Google Spreadsheet is also OK! Household account book with pivot table for solid analysis (free templates available)

2024/8/26

I want to keep track of my household finances in a Google Spreadsheet.I also want to do a thorough analysis. Do you have such a ...

[2023 Edition] Excel Kakeibo Specializing in Recording Credit Card Transactions (Free Templates Available)

2023/10/13

This Excel Kakeibo is the 2023 version of the [2022 version] Excel Family Budget Book (with free templates), which specializes in credit card records. The ...

[2023 version] Excel Kakeibo template(free),I recommend it to anyone who couldn't last.

2024/4/30

This Excel Household Budget is the 2023 version of the [2022] Excel Household Budget recommended for those who couldn't last. The [2023 version] has been ...

Visualization & 4 review rules to improve ministry fulfillment through routine review.

2022/6/30

I have so much to do every day, and I can't get my housework done.I want to spend more fulfilling days. Do you have such ...

[2024version]Kakeibo linked to assets for those who want to manage their money well."Free template"

2024/9/25

This Excel household account book is an Excel household account book that works in conjunction with the household account book to show daily asset movements. ...

How to create an Excel Kakeibo Template using a CSV file from a asset management application.

2022/9/14

Do you have such a problem? While an asset management application is sufficient to look back on your finances, anExcel household account book allows for ...

Excel household account book that shows what you really need (free template available for download)

2022/4/22

I keep a household account, but I don't know how to improve it. Do you have such a problem? This Excel family budget book solves ...

[2022 version] Excel template (free download) recommended for those who did not follow the handwritten Kakeibo.

2022/11/22

Do you have such a problem? This Excel template can be printed out and used as a handwritten household account book or as an Excel ...

[2022 Edition] "Increase Happiness in Life" Excel Kakeibo Template

2022/11/23

I've been keeping a household budget, but it hasn't changed the way I spend money.I don't know what my ideal way of spending money is. ...

How to make the household budget book in Excell.

2022/3/9

The Excel household budgeting templates don't fit my lifestyle. I'd like to make my own, but I don't know how to do it... On this ...

[2022 Edition] Excel Kakeibo Specializing in Recording Credit Card Transactions (Free Templates Available)

2022/11/17

This article is mainly aimed at people who have high credit card usage and want to keep track of it easily and categorized by card. ...

[2022 version] Excel Kakeibo template(free),I recommend it to anyone who couldn't last.

2022/11/9

Isn't it hard to get used to the format of an Excel household account book? This Excel family budget book can be printed out on ...

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Kakeibo template to manage all your money in a Google Spreadsheet

2024/11/6

This kakeibo template allows you to record and analyze your assets in addition to daily records. Based on the "Free Template with Pipot Tables for ...

Smartphone kakeibo using spreadsheet application (free template)

2024/8/26

I want to enter my spreadsheet kakeibo on my smartphone, not on my computer or tablet. kakeibo books designed for computer use have problems such ...

How to create a kakeibo in a spreadsheet

2024/8/26

I don't know how to make a kakeibo in a spreadsheet. Do you have such a problem? Although spreadsheets and Excel look similar, there are ...

Spreadsheet Kakeibo for Freelancers (free download)

2024/8/26

I want to keep track of my freelance expenses in a kakeibo.I don't know how to enter freelance expenses in a general household account book. ...

Kakeibo template for working couples (free download)

2024/8/26

This Kakeibo template is a Google Spreadsheet kakeibo book that allows co-workers and couples to share their household finances.It is recommended for beginners who don't ...

Google Spreadsheet is also OK! Household account book with pivot table for solid analysis (free templates available)

2024/8/26

I want to keep track of my household finances in a Google Spreadsheet.I also want to do a thorough analysis. Do you have such a ...

もっと見る

[Excel version] How to create a pivot table Kakeibo (sample template available)

2024/10/22

This Kakeibo uses pivot tables that can aggregate and analyze large amounts of data. It is recommended for those who want to analyze data thoroughly, ...

Excel asset management sheet showing target savings per day (free template)

2024/10/6

I don't know how to manage my assets.I don't know how much to set my asset target. Do you have such problems? After setting your ...

Kakeibo template to manage all your money in a Google Spreadsheet

2024/11/6

This kakeibo template allows you to record and analyze your assets in addition to daily records. Based on the "Free Template with Pipot Tables for ...

Smartphone kakeibo using spreadsheet application (free template)

2024/8/26

I want to enter my spreadsheet kakeibo on my smartphone, not on my computer or tablet. kakeibo books designed for computer use have problems such ...

How to create a kakeibo in a spreadsheet

2024/8/26

I don't know how to make a kakeibo in a spreadsheet. Do you have such a problem? Although spreadsheets and Excel look similar, there are ...

Kakeibo Finding Your Axis in Excel (Free Template)

2024/6/10

One of the purposes of keeping a household budget is to be able to control your money. In order to be in control of your ...

Spreadsheet Kakeibo for Freelancers (free download)

2024/8/26

I want to keep track of my freelance expenses in a kakeibo.I don't know how to enter freelance expenses in a general household account book. ...

Money work to achieve the person you want to be (free download)

2024/4/22

It is very important to set goals when keeping a household budget. But I don't know how to set goals.I don't have a chance to ...

Comparison of kakeibo templates (features summarized)

2024/4/16

This article summarizes the features of the kakeibo templates that I have distributed. Kakeibo templates include Excel household budgets, spreadsheet kakeibo, digital kakeibo, and kakeibo ...

[2024 version] Excel Kakeibo for easy money management with a calendar "Free download"

2024/9/25

It is hard to keep a handwritten kakeibo. But I still want to keep track of my finances by hand. Do you have such a ...

Kakeibo template for working couples (free download)

2024/8/26

This Kakeibo template is a Google Spreadsheet kakeibo book that allows co-workers and couples to share their household finances.It is recommended for beginners who don't ...

[2024 version]Excel Kakeibo template(free),I recommend it to anyone who couldn't last.

2024/9/25

This Excel family kakeibo can be printed on A4 paper and shows weekly totals based on the 2024 calendar. You can revise your budget in ...

Free digital kakeibo template.

2024/4/16

This digital kakeibo is a household account book that is recorded using an iPad or other tablet device. I am the writer of this article, ...

Free format for keeping track of household finances .

2023/4/11

I have created a free format for compiling records related to household finances, such as insurance and medical expenses. By compiling all the records of ...

Great for beginners! 4 Steps to Start Building Assets

2023/3/7

I don't know how to start asset building.I don't know how to allocate my money. Do you have such a problem? By categorizing your money, ...

Recommended for asset management! Excel template (free download) to keep track of your monthly assets.

2023/2/28

How do I start with asset management? Do you have such a problem? It is important not only to check the monthly flow of money ...

Google Spreadsheet is also OK! Household account book with pivot table for solid analysis (free templates available)

2024/8/26

I want to keep track of my household finances in a Google Spreadsheet.I also want to do a thorough analysis. Do you have such a ...

Excel template to visualize your savings goals within 5 years (free download)

2023/1/7

I want to manage my savings.I would like to know how much I will need to save within the last 5 years. Do you have ...

[2023 Edition] Excel Kakeibo Specializing in Recording Credit Card Transactions (Free Templates Available)

2023/10/13

This Excel Kakeibo is the 2023 version of the [2022 version] Excel Family Budget Book (with free templates), which specializes in credit card records. The ...

[2023 version] Excel Kakeibo template(free),I recommend it to anyone who couldn't last.

2024/4/30

This Excel Household Budget is the 2023 version of the [2022] Excel Household Budget recommended for those who couldn't last. The [2023 version] has been ...

もっと見る